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Altruist

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

15%

1 year growth

50%

2 year growth

103%