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Altruist
Integrated platform for independent financial advisors offering account
Fintech
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Company Overview
Altruist is a modern custodian for RIAs that combines essential technology with excellent customer service, enabling advisors to efficiently manage their practices. The company's intuitive software streamlines account opening, trading, reporting, and billing processes, making it a preferred choice for over 1,800 independent advisors. Altruist's commitment to transparency and conflict of interest disclosures, as evidenced by their detailed testimonial disclaimers, further underscores their industry leadership and dedication to ethical business practices.
Fintech
Company Stage
Series D
Total Funding
$297M
Founded
2018
Headquarters
Culver City, California
Growth & Insights
Headcount
6 month growth
↑ 31%1 year growth
↑ 36%2 year growth
↑ 144%Location
Experience Level
Category
Education Level