Altruist
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.
Real signal across most facets with visible, nameable gaps — the contract exists but is thin, or the portal is good while governance and commercial terms are absent.
API Evangelist profiles Altruist the way a machine reads it — 41 machine-readable artifacts across 2 APIs, pulled from the provider's own public surface and indexed so a developer, an analyst, or an AI agent can evaluate it against every other provider on the network.
Every provider in the network is reduced to the same set of machine-readable artifacts — OpenAPI contracts, event specifications, GraphQL schemas, runnable collections, pricing and rate-limit signals, security posture, OAuth scopes, and the agent surfaces (MCP servers and skills) that let software drive the API on its own. We profile them because the interface is the part of a company you can actually inspect: it is a truer signal of what a provider does than any marketing page. From those artifacts we compute the Kin Score — Altruist scores 53.1/100 (developing), with a separate agent-readiness read of 26/100 (agent aware). The full breakdown is below, followed by every artifact we hold — each card links through to its machine-readable definition on apis.io.
Kin Score
This is the API Evangelist rating — a single, repeatable read computed from the artifacts on this page. Green fill is points earned; the red track is points possible, so every bar shows earned-versus-possible at a glance. Every facet and dimension name is a link: it opens that measurement's page on APIs.io, where the rating runs across the whole catalog — the exact checks that feed it, how every profiled provider distributes on it, and who is at the top of it.
Kin Score
How this is scored →scored 2026-10-17 · rubric v0.24.0
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How we profile Altruist
Each block below is one kind of artifact we hold for Altruist. For each we say what it is and why it earns a place in the profile, then list every one we've indexed — capped at two rows, scroll within the panel for the rest.
APIs 37
Each API is captured as its own OpenAPI definition — every operation, parameter, and response. This is the single most useful machine-readable description of what an API does, and it's what lets us score, lint, mock, and generate against it without asking the provider for anything.
Individual APIs this provider publishes, each with its own machine-readable definition.
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.
Altruist ACAT Transfers API
ACAT transfer operations for managed brokerage accounts
Altruist Account API
Account management
Altruist Account Balance API
Account data and operations
Altruist Account Draft Bundles API
Multi-account draft bundle management
Altruist Account Group API
Account Group Management
Altruist Account Portfolios API
Account portfolio management
Altruist Accounts API
The accounts API from Altruist — 2 operation(s) for accounts.
Altruist Bank Links API
Bank link operations for full brokerage accounts
Altruist Cash Set Aside API
Cash set aside (liquidation) operations for brokerage accounts
Altruist Cash Settings API
Cash management settings for brokerage accounts
Altruist Cash Transfers API
Cash transfer operations between funding and brokerage accounts
Altruist Client Agreement API
Client Agreement management for account drafts
Altruist Contribution Limits API
IRA contribution limit operations
Altruist Cost Basis API
The cost-basis API from Altruist — 2 operation(s) for cost-basis.
Altruist Data Feed API
The data-feed API from Altruist — 2 operation(s) for data-feed.
Altruist Draft Beneficiaries API
Beneficiary management for account drafts within bundles
Altruist Funding Accounts API
Funding accounts from voided checks used for transfers
Altruist Funding Eligible Accounts API
Brokerage accounts eligible to receive ACH funding
Altruist Historical Data Feed API
The historical-data-feed API from Altruist — 1 operation(s) for historical-data-feed.
Altruist Household Accounts API
Accounts assigned to a household
Altruist Household API
Household management
Altruist Household Contact API
Household contact management
Altruist Households API
The households API from Altruist — 2 operation(s) for households.
Altruist Performance Analytics API
Time weighted returns and performance analytics
Altruist Plaid API
Plaid bank linking operations
Altruist Point of Contact API
Firm-level points of contact for an organization
Altruist Portfolios API
Portfolio management
Altruist Positions API
The positions API from Altruist — 2 operation(s) for positions.
Altruist Scheduled Transfers API
Recurring ACH transfer scheduling for brokerage accounts
Altruist Transactions API
The transactions API from Altruist — 1 operation(s) for transactions.
Altruist Transfers API
Transfer management for account drafts
Altruist Trusted Contact API
Trusted contact management
Altruist User API
User creation for records referenced by account drafts (e.g. minors, employers)
Altruist User Invitation API
Account opening and management
Altruist User Profile API
User profile management
Scroll within the panel for all 37 ·
Security Posture 3
Authentication, domain security, vulnerability disclosure, and trust-center signals — the evidence that a provider takes security seriously enough to document it. We profile it because you can't govern what you can't see.
Authentication, domain security, vulnerability disclosure, and trust-center signals.
Scopes 1
OAuth scopes are the vocabulary of least-privilege access. Profiling them shows exactly what an integration — or an agent acting on a user's behalf — is allowed to do.
OAuth scopes governing access to this provider's APIs.
Resources
Every other property we hold for Altruist — documentation, portals, status pages, policies, and corporate surface — grouped by the job it does, following the integrator's arc from getting started to running in production.
Get Started 4
Portal, sign-up, and the first successful call
Documentation 2
Reference material describing how the API behaves
Agent Surfaces 3
MCP servers, agent skills, and machine-readable catalogs
Design & Contract 4
Pagination, idempotency, versioning, errors, and events
Access & Security 6
Authentication, authorization, and security posture
Operate 4
Status, limits, changes, and where to get help
Commercial 3
Pricing, plans, and the legal terms of use
Company 3
The organization behind the API
← All providers · Data indexed from github.com/api-evangelist/altruist · machine-readable index on apis.io
This is an independent, third-party profile of Altruist, published by API Evangelist. We do not operate, host, resell, or support these APIs, and we are not affiliated with or endorsed by the company unless stated above. Everything here is built from publicly available information — the company's own site, developer portal, documentation, public repositories, and the specifications it publishes for public use. Nothing is obtained by breaching a system, defeating an access control, or using credentials.
The Kin Score and Agent Readiness rating are independently calculated assessments of a company's public API artifacts, scored against a published rubric. They are not certifications, endorsements, security assessments, or audits.
Corrections, re-scores, and removal are free — no partnership or purchase required, and you do not need to justify the request. A removed company is recorded as unrated, never scored zero for having asked. Acknowledgement within one business day; removal within two.
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