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Overview
Altruist is on a mission to make independent financial advice better, more affordable, and accessible. The software makes advisors more efficient and gives them the freedom to charge less. This means clients pay less, make more, and gain financial confidence.
They want to help tens of millions of people have an amazing experience with their money by supporting thousands of financial professionals.
Founded in 2018, Altruist is headquartered in Venice Beach, California.
About
Financial Services, FinTech, Asset Management
2018
101-250
Headquarters locations
United States, North America
Social
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Profile Resume
Altruist headquartered in United States, North America, operates in the Financial Services, FinTech, Asset Management sector. The company focuses on Financial Services and has secured $32.4B in funding across 72 round(s). With a team of 101-250 employees, Altruist is actively contributing to advancements in Financial Services. Their latest funding round, Series E - Altruist, raised $169.0M. Discover more about their projects, partnerships, and impact on our platform.
Funding Rounds
6
4
0
$449.5M
Details
5
Altruist has raised a total of $449.5M in funding over 5 rounds.
Announcement date | Transaction name | Number of Investors | Money raised | Lead Investor |
---|---|---|---|---|
2021 | Early Stage Venture | 50.0M | ||
2023 | Late Stage Venture | 112.0M | ||
2021 | Late Stage Venture | 110.0M | ||
2024 | Late Stage Venture | 169.0M |
Investors
Altruist is funded by 44 investors.
Investor Name | Lead Investor | Funding Round | Partners |
---|---|---|---|
ICONIQ Growth | - | FUNDING ROUND - ICONIQ Growth | 169.0M |
Robin Murray | - | FUNDING ROUND - Robin Murray | 169.0M |
Altruist | - | FUNDING ROUND - Altruist | 169.0M |
Adams Street Partners | - | FUNDING ROUND - Adams Street Partners | 169.0M |
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