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Altruist logo

Altruist

Recent Finacing

Series F

Recent Raise

$152M

Altruist operates a vertically integrated platform combining self‑clearing brokerage, custody, and advisory software for RIAs, offering account opening, trading (fractional/fixed‑income), model management, rebalancing, reporting, billing, and client mobile apps.

Founded 2018
California, United States
101-250
Private
altruist.com
PitchBook

Highlights

Focus Areas

Asset Management
Financial Services
FinTech

Recent Investors

Venrock logo
Adams Street Partners logo
ICONIQ Growth logo
Insight Partners logo
G
Sound Ventures logo
Baillie Gifford logo
Geodesic Capital logo
Salesforce Ventures logo
C
GIC logo
Declaration Partners logo

Financials

$1.9B

Valuation as of 04/22/2025

$491.5M

Total Raised

6

Funding rounds

13

Investors


Team

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See the team members at Altruist.