Altruist

Altruist

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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

Industries

Financial Services, FinTech, Asset Management

Founded

2018

Employees

101-250

Headquarters locations

United States, North America

Social

N/A

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.

Employees

imagePlace Gabriel Kleiner

Gabriel Kleiner

Director Of Compliance

imagePlace Jason Wenk

Jason Wenk

CEO and Founder

imagePlace Marc Greenberg

Marc Greenberg

Chief Financial Officer

imagePlace Michelle Shotts

Michelle Shotts

VP of Customer Success

Funding Rounds

Funding rounds

6

Investors

4

Lead Investors

0

Total Funding Amount

$449.5M

Details

5

Altruist has raised a total of $449.5M in funding over 5 rounds.

Announcement dateTransaction nameNumber of InvestorsMoney raisedLead Investor
2021Early Stage Venture50.0M
2023Late Stage Venture112.0M
2021Late Stage Venture110.0M
2024Late Stage Venture169.0M

Investors

Altruist is funded by 44 investors.

Investor NameLead InvestorFunding RoundPartners
ICONIQ Growth-FUNDING ROUND - ICONIQ Growth169.0M
Robin Murray-FUNDING ROUND - Robin Murray169.0M
Altruist-FUNDING ROUND - Altruist169.0M
Adams Street Partners-FUNDING ROUND - Adams Street Partners169.0M

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