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Altruist vs Orion

Updated June 2026 · A structured head-to-head comparison.

Custodian built for RIAs.

Tech platform for advisors.

The verdict

Both Altruist and Orion are credible wealth management tools, and the right pick comes down to your priorities.

Choose Altruist if you want a lower starting price (free), a free plan to start on and a higher overall rating (4.6/5). Custodian built for RIAs.

Orion — Tech platform for advisors.

Altruist vs Orion: side by side

DimensionAltruistOrion
Starting priceFreeWinnerCustom
Free planYesWinnerNo
Pricing modelFreemiumSubscription
Best forRias, AdvisorsRias, Advisors
PlatformsWeb, IosWeb, Ios, Android
Rating4.6/5Winner4.2/5

Altruist key facts

Vendor
Altruist
Pricing
Freemium — Free
Free tier
Yes
Platforms
Web, Ios
Best for
Rias, Advisors
Editor rating
4.6 / 5
Founded
2018
Headquarters
Los Angeles, CA, USA

Orion key facts

Vendor
Orion Advisor Solutions
Pricing
Subscription — Custom
Free tier
No
Platforms
Web, Ios, Android
Best for
Rias, Advisors
Editor rating
4.2 / 5
Founded
1999
Headquarters
Omaha, NE, USA

Frequently asked questions

Is Altruist better than Orion?

Neither is universally better — Altruist edges ahead on overall rating, but the best choice depends on price, platforms, and your use case. See the side-by-side table above.

Is Altruist or Orion cheaper?

Altruist is the more affordable of the two to get started, at free. Altruist starts at free; Orion starts at custom.

Can Altruist replace Orion?

Yes for most teams — both are wealth management tools with heavily overlapping features. The main trade-offs are pricing and platform support, covered in the comparison above.