Altruist
Highly Engaged Employees
Highly Engaged EmployeesFinancial Software · California, United States · 201-500 Employees
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Overview
Headquarters
3030 La Cienega Blvd, Culver City, Calif...Phone Number
(888) 510-4660Website
www.altruist.comRevenue
$83.6 MillionIndustry
ZI Rank: 3
Signal Type
Dec
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ZI Rank
6
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About Altruist
Altruist is a fintech company that develops a commission-free digital investment platform. The platform is designed to help independent financial advisors grow faster, cut costs, eliminate paperwork, and delight their clients. Established in 2018, Altruist is headquartered in Culver City, California, United States.Explore more
Altruist Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$71.8M
201-500
Private
<$5M
1982
Steven LiebermanGroup of The Private Client Wealth Management, Llc President & CEO
Company Profile Activity
Activity Insights
Altruist is experiencing very low activity levels compared to other companies in the Software sector.
What does this means?
Altruist is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Altruist.
Altruist financials insights
Gather financial insights about Altruist, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2019
Series A
$8.5M
2021
Series B
$50M
2023
Series D
$112M
2024
Series E
$169M
2025
Series F
$152M
Other Financing Round
$152M
Altruist Tech Stack
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Altruist News & Media
$3B Bryn Mawr Trust Adds Altruist as Custodian
Bryn Mawr cited Altruist’s modern custodial capabilities, its infrastructure and onboarding experience as reasons for adding it to the lineup.'Not every RIA needs to sell to a big aggregator' - InvestmentNews
Altruist founder and CEO Jason Wenk shares insights on the custodial platform's refresh, how it's striking a chord among entrepreneurial advisors, and what's ahead after its latest $152 million funding round.Altruist Rolls Out Rebrand
The RIA custodian, which launched in 2018, touts a reimagined look and feel as part of the refresh.Altruist Launches Bold Rebrand, Further Separating Itself From Legacy Custodians
LOS ANGELES--(BUSINESS WIRE)--Altruist, the modern custodian built exclusively for RIAs, today announced a significant rebrand and overhaul of its advisor platform and client portal. Now supporting over 4,900 advisors, Altruist is the fastest-growing RIA custodian according to the 2025 T3 Software Study. The platform has tripled assets under management for two consecutive years and is increasingly attracting larger, more sophisticated high-growth firms, with average firm size up 43% year-over-y
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Altruist is a fintech company that develops a commission-free digital investment platform. The platform is designed to help independent financial advisors grow faster, cut costs, eliminate paperwork, and delight their clients. Established in 2018, Altruist is headquartered in Culver City, California, United States.... Read More
