Altruist vs Holistiplan
Updated June 2026 · A structured head-to-head comparison.
Tax planning for advisors.
The verdict
Both Altruist and Holistiplan are credible wealth management tools, and the right pick comes down to your priorities.
Choose Altruist if you want a lower starting price (free) and a free plan to start on. Custodian built for RIAs.
Choose Holistiplan if you'd rather have a longer free trial (7 days) and a higher overall rating (4.8/5). Tax planning for advisors.
Altruist vs Holistiplan: side by side
| Dimension | Altruist | Holistiplan |
|---|---|---|
| Starting price | FreeWinner | From $499/yr |
| Free plan | YesWinner | No |
| Free trial | — | 7 daysWinner |
| Pricing model | Freemium | Subscription |
| Best for | Rias, Advisors | Advisors, Planners |
| Platforms | Web, Ios | Web |
| Rating | 4.6/5 | 4.8/5Winner |
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
Holistiplan key facts
- Vendor
- Holistiplan
- Pricing
- Subscription — From $499/yr
- Free tier
- Free trial (7 days)
- Platforms
- Web
- Best for
- Advisors, Planners
- Editor rating
- 4.8 / 5
- Founded
- 2019
- Headquarters
- Charlotte, NC, USA
Frequently asked questions
Is Altruist better than Holistiplan?
Neither is universally better — Holistiplan 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 Holistiplan cheaper?
Altruist is the more affordable of the two to get started, at free. Altruist starts at free; Holistiplan starts at from $499/yr.
Can Altruist replace Holistiplan?
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.