Altruist

Altruist is the tech forward wealth platform and custodian for advisors. Altruist Financial LLC, Member FINRA/SIPC

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Industry: Financial Services
Company size: 337 people
Headquarters: Culver City, California
Founded: 2018
Type: Privately Held
Total funding: $601.5M

Altruist is the tech-forward wealth platform and custodian built for independent advisors. Run your firm your way with an AI-forward custodian that brings account opening, trading, portfolio management, billing, and reporting together in one place. Since launching in 2018, we’ve helped 6,000+ advisors make financial advice better, more affordable, and more accessible to everyone.

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