- Headquarters
- Culver City, California
- Employees
- 201–500
- Founded
- 2018
- Business Model
- B2B
- Website
- altruist.com
- Total Funding
- $601.5M
- Valuation
- $1.9BApr 2025
- Last Round
- $152.0M Series FApr 2025
- Rounds
- 6
About
Altruist is an AI-forward wealth management platform and custodian built exclusively for independent registered investment advisors. The platform integrates digital brokerage, portfolio management, automated rebalancing, tax-loss harvesting, fee billing, and performance reporting in one system, helping 5,500+ advisors deliver more tailored, affordable, and accessible financial advice.
Tech & App Stack
Tech & App Stack is available on paid plans
Upgrade to Silver or higher to reveal the full technology and app stack for any company.
View pricingSign up to view funding chart
Create a free account to see funding visualizations and detailed round data.
Create Free AccountFunding History
Investors
Sign up to view investors
Create a free account to see which investors have funded this company.
Create Free AccountSimilar Companies
Ellie Mae is a leading provider of technology solutions for the mortgage industry.
Economic infrastructure for the internet.
FNZ is a provider of technology and administration services to the wealth management industry.
OpenAI is an AI research and deployment company dedicated to ensuring that general-purpose artifi...
.png)
World's largest technology-focused venture capital fund with over $100B AUM, backing AI and tech ...
Global fintech company operating Alipay and providing digital payment, wealth management, insuran...