Altruist
Financial 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
$68.1 MillionIndustry
ZI Rank: 3
Signal Type
Mar
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ZI Rank
8
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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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Activity Insights
Altruist is experiencing very low activity levels compared to other companies in the Software sector.
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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
A closer look at the technologies used by Altruist
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Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Open Position
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Altruist News & Media
Wilson Sonsini Advises Altruist on Acquisition by Vanguard
On August 26, 2026, Vanguard and Altruist, an AI-forward wealth technology and custody platform serving financial advisors, announced that they have entered into a definitive agreement under which Vanguard will acquire Altruist. Wilson Sonsini Goodrich & Rosati is advising Altruist on the transaction. Altruist combines a purpose-built platform, specialized talent, established advisor…Are Altruist's technology and low fees enough to tame the giants?
Altruist has earned legions of fans among financial advisors for sleek technology and low, clear fees. But its critics question whether that is enough to catch up to the giants that have dominated the business for decades.Sowell Management Adds Altruist as Enterprise Custodial Partner
Firm to leverage platform to help advisors grow their practices, deepen client relationships and seek better outcomes NORTH LITTLE ROCK, Ark., March 2, 2026 /PRNewswire/ -- Sowell Management (Sowell), a leading Registered Investment Advisor (RIA) serving financial advisors and their...$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.
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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
