Altruist

The wealth platform built for independent advisors

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

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.

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Tech Stack

Frontend

ReactTypeScript

Backend

Java

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Altruist

About

Tech Stack

App Stack

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Funding History

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