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: 294 people
Headquarters: Culver City, California
Founded: 2018
Type: Privately Held
Total funding: $601.5M

Altruist is the platform of choice for RIAs who want better outcomes, responsive service, lower fees, and more time to do the real work of advising clients. We offer intuitive software for account opening, trading, reporting, billing, and over 22 integrations, empowering advisors of all sizes to grow and scale client-centric practices. Since launch in 2018, we’ve grown to the third-largest custodian by advisors served, with nearly 5,000 advisors trusting us to safeguard client assets.

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Altruist

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