Altruist

Altruist is a modern custodian for independent registered investment advisors (RIAs). It offers a vertically integrated technology stack combining custody services with front, middle, and back-office tools, providing a streamlined solution for account opening, trading, reporting, and billing. This allows advisors to improve efficiency and reduce costs while offering a seamless digital experience to their clients.

Buy Funded Startups lists

Funding Round: Series F

Funding Amount: $152M

Date: 22-Apr-2025

Investors: GIC, Salesforce Ventures, Geodesic Capital, Baillie Gifford, Carson Family Office, ICONIQ Growth

Markets: Fintech, Asset Management, Financial Services

HQ: Culver City, California, United States

Founded: 2018

Website: https://altruist.com

LinkedIn: https://www.linkedin.com/company/altruistcorp

Twitter: https://twitter.com/altruist

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