- Headquarters
- Culver City, California
- Employees
- 201–500
- Founded
- 2018
- Business Model
- B2B
- Website
- altruist.com
- Total Funding
- $601.5M
- 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.
Summary
Altruist is a Fintech company based in Culver City, United States, founded in 2018. It has raised $601.5M in total across 6 rounds, most recently a $152.0M Series F round in Apr 2025. Investors include Insight Partners, Venrock and ICONIQ Capital.
Tech & App Stack
14 technologies & apps tracked
Every product and vendor across these categories, with where each signal came from.
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Funding History
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Apr 2025
Sign up to see all 6 rounds
Series A through Series F — per-round amounts, valuations, and who invested in each round.
Investors
Insight Partners
3 rounds
Venrock
3 rounds
ICONIQ Capital
2 rounds
Adams Street Partners
2 rounds
GIC
1 round
Declaration Partners
1 round
Vanguard
2 rounds
Salesforce Ventures
1 round
Geodesic Capital
1 round
Baillie Gifford
1 round
Carson Family Office
1 round
Granite Ventures
1 round
Sound Ventures
1 round
Endeavor
1 round
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