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Altruist

3030 S La Cienega Blvd Culver City, California, US

https://www.altruist.com/

Financial Infrastructure

Altruist is a fintech company that provides an integrated, cloud-native wealth management and custodial platform for independent registered investment advisors (RIAs) and financial professionals. The platform consolidates custody, trading, portfolio management, reporting, client onboarding, retirement plan administration, and API integrations to streamline advisor operations and client services.

Leadership & Board

Current Number of Employees878

Current LinkedIn Followers28,866

Latest Estimated Valuation

Estimated Valuation―

Estimated Valuation―

Total Amount Raised$152M

Total Amount Raised$152M

Total Funding Rounds1

Total Funding Rounds1

Latest Funding Amount$152M

Latest Funding Amount$152M

Latest Funding RoundSeries F

Latest Funding RoundSeries F

Post-Money Valuation―

Post-Money Valuation―

Company Momentum Positive

Articles Published on TipRanks2

Articles Published on TipRanks

2

LinkedIn Trend+0.28% followers

LinkedIn Trend

+0.28% followers

Workforce Trend+0.7% employees

Workforce Trend

+0.7% employees

Altruist LinkedIn following is increasing, signaling rising market interest, while its workforce is growing, indicating business expansion.

Company Momentum indicates whether the company is gaining or losing traction over time. This proprietary TipRanks metric analyzes changes in a company’s workforce and LinkedIn follower trends, balancing these signals together to generate an overall momentum sentiment.

Funding Round

May 22, 2025

Series F

$152.00M

―

Investors

Series F

Related News and Analysis

Altruist Emphasizes Engineering and AI Focus to Support Fintech Platform Growth

Altruist Emphasizes Engineering and AI Focus to Support Fintech Platform Growth

According to a recent LinkedIn post from Altruist, the company is drawing attention to its engineering organization and...

18h ago

Altruist Highlights New Hazel Workflow Features for Financial Advisors

Altruist Highlights New Hazel Workflow Features for Financial Advisors

According to a recent LinkedIn post from Altruist, the firm is highlighting new “Modes” and “Tasks” features within...

8d ago

Altruist Highlights New Hazel Workflow Features for Financial Advisors

Altruist Highlights New Hazel Workflow Features for Financial Advisors

According to a recent LinkedIn post from Altruist, the firm is highlighting new workflow features in its Hazel...

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Altruist Highlights Custody Ranking, Product Enhancements and AI Focus in Advisor Platform

Altruist Highlights Custody Ranking, Product Enhancements and AI Focus in Advisor Platform

According to a recent LinkedIn post from Altruist, the firm has been ranked the No. 1 custodian in...

13d ago

Altruist Highlights Custody Ranking, Product Enhancements and AI Focus in Wealth Management

Altruist Highlights Custody Ranking, Product Enhancements and AI Focus in Wealth Management

According to a recent LinkedIn post from Altruist, the company was ranked the No. 1 custodian in the...

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