# Altruist

**Canonical:** https://apis.io/providers/altruist/  
**Website:** https://altruist.com/  
**APIs profiled:** 2

Altruist is a modern, vertically integrated RIA custodian and technology platform for independent financial advisors. It combines self-clearing custody infrastructure with software for digital account opening, fractional model-based trading, rebalancing, tax management, fee billing, and performance reporting in a single workspace. Altruist runs a developer program with an OAuth 2.0 Open API (accounts, households, positions, transactions, cost basis), a Realtime API (account onboarding, funding, transfers, contacts, bank-link, time-weighted return), and custodial flat-file (SFTP) data feeds, so advisor tools and fintech partners such as Orion, Tamarac, Black Diamond, and Advyzon can integrate directly with the custodian. Backed by ICONIQ Capital and Insight Partners.

## Kin Score — 38.6 / 100 (thin)

Scored 2026-08-30 under rubric 0.17.2. Trend: flat (+0.0 from 38.6).

| Facet | Score |
|---|---|
| Discoverability | 75.9 |
| Contract Quality | 0.0 |
| Governance | 18.2 |
| Contract Governance | 18.2 |
| Operational Transparency | 50.0 |
| Developer Ergonomics | 64.3 |
| Commercial Clarity | 47.4 |
| Access Clarity | 47.4 |

## Agent readiness — 5.4 (agent-aware)

| Dimension | Value |
|---|---|
| Spec Presence | no |
| Agentic Access | no |
| Reversibility Documented | no |
| MCP Server | no |
| Auth Clarity | bearer |
| Idempotency | no |
| Error Semantics | documented |
| OpenAPI Examples | no |
| Rate Limit Signal | no |
| Event Surface Described | no |
| Agent Skills | no |
| Well Known Catalog | no |
| Consent Identity | no |
| Agent Card | no |
| Dry Run Mode | no |
| Delegated Identity | no |
| Protected Resource Metadata | no |
| Dynamic Client Registration | no |
| Agentic Commerce | no |

## Access

Self-serve signup — onboarding: self-serve, pricing: unknown, trial: no (confidence: medium).

## APIs (2)

- **Altruist Open API** — OAuth 2.0 authorization-code API giving partners full access to Altruist custody data — accounts, households, positions, transactions, and cost basis — for advisor tools, report...
- **Altruist Realtime API** — OAuth 2.0 password-grant API for account onboarding, funding, transfers, contacts, households, bank-link, user management, and time-weighted return performance reporting.

## MCP servers (1)

- **Altruist MCP Server**

## Security (3)

- **Altruist Authentication** — oauth2/openIdConnect · 2 schemes
- **Altruist Domain Security** — TLSv1.3 · DMARC
- **Altruist Trust Center** — SOC 2

## Tags

Company, Fintech, Custody, Wealth Management, Financial Advisors, RIA, Investing, Authentication

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Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/providers/altruist/). Scores are computed from the provider's own public artifacts under a published rubric.