Altruist
Agent52Agent Readiness: 52/100. Top 25%. Measured by StartupHub.ai. Median 41.Trust76Data Trust: 76/100. Above median. Measured by StartupHub.ai. Median 61.AI-forward custodian and wealth platform for independent financial advisors.
About
Altruist offers an AI-forward wealth platform for independent financial advisors, integrating account opening, trading, portfolio management, billing, and reporting. They provide custody services and tools like automated portfolio management and tax management to help advisors run their firms more efficiently and make financial advice more affordable and accessible. Altruist serves over 6,000 advisors.
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Key facts
- Website
- altruist.com
- Headquarters
- Culver City, United States
- Founded
- 2018
- Employees
- 904
- Total funding
- $169M (Series E)
- Business model
- B2B
Funding rounds
| Date | Round | Amount | Post-money | Lead investors |
|---|---|---|---|---|
| 2 May 2024 | Series E | $169M | $1.5B | ICONIQ Growth |
Tech stack
Detected on altruist.com, last scanned 5 Sept 2026. Run your own scan
- Analytics
- Google Tag Manager
- SEO
- Yoast SEO
- Support
- HubSpot, Zendesk
- CMS / Builders
- WordPress, Salesforce, ReadMe
- CDN
- Cloudflare
- Email provider
- Google Workspace
- Email marketing
- HubSpot Forms
- Status page
- Statuspage
Altruist scores 74. Does yours?
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Frequently asked
Is Altruist trustworthy and reputable?
StartupHub's Data Trust & Reputation score for Altruist is 76 out of 100, a generally safe rating, based on site security posture, privacy practices, malware and phishing checks, and public reputation signals.
How much funding has Altruist raised?
Altruist has raised a total of $169M in funding. The most recent round on record is Series E.
How many employees does Altruist have?
Altruist has approximately 904 people on record.
Public record
SEC filings, insider activity, nonprofit links and pay benchmarks for Altruist
