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Altruist logo — The custodian helping RIAs build stronger relationships and...

Altruist

The custodian helping RIAs build stronger relationships and better outcomes. Altruist Financial LLC, Member FINRA/SIPC

Founded 2018 United States Culver City, United States 898 employees Series E Total: $449.50M Finance, Financial Services +1

General Information

Company Name Altruist
Founded Year 2018
Location United States Culver City, United States +1
Employees 898
Industries Finance, Financial Services, Fintech
Funding Stage Series E
Social

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Recorded by Bounce Watch from public sources. Every entry below carries the date we observed it, and when we have not looked recently the page says so rather than leaving silence to imply nothing happened.

In The News Aug 26, 2026

Featured on Thenextweb: Vanguard is acquiring Altruist, the AI custody platform it backed six years ago

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About Altruist

Altruist is a financial services and fintech startup founded in 2018 in the United States. Their mission is reflected in the slogan "The only modern custodian built exclusively for RIAs." Altruist serves as a modern custodian for Registered Investment Advisors (RIAs), providing them with critical technology and exceptional customer service, allowing them to build the best version of their firms. Through their platform, Altrius offers intuitive software for account opening, trading, reporting, and billing in a streamlined package. This empowers advisors of all sizes to run the practice they envisioned. The company's last investment, a $169.00M Series E investment, took place on 02 May 2024, with participation from notable investors including Sound Ventures, Adams Street Partners, Iconiq Growth, and Granite Capital Management. Altruist's approach to supporting independent advisors has resonated in the industry, evidenced by their collaboration with over 1,800 independent advisors. The platform's offering of a free starting point is also a notable aspect of their strategy. With a focus on providing essential tools and services for advisors, Altruist is poised for further growth and success in the evolving wealth management landscape. For more information, visit altruist.com.

Taxonomy: RIA custodian, financial advisor software, fintech platform, investment technology, financial service, independent advisor, transparent finance, user experience (UX), financial empowerment, Venice Beach, SIPC member, FINRA member

Funding Rounds & Investors (6)

View All
Funding Stage Amount Investors Lead Investors Date
Series E •••••• 4
Investor Investor Investor
•••• •••• 		02 May 2024
Series D •••••• 7
Investor Investor Investor
•••• •••• 		12 Apr 2023
Series C •••••• 4
Investor Investor Investor Investor
01 Nov 2021
Series B •••••• 3
Investor Investor Investor
19 May 2021
Venture Round •••••• 3
Investor
•••• •••• 		11 Jan 2021

View All 6 Funding Rounds

Latest News

View All
Inside Mercury’s competitive push into software and Ramp’s potential M&A targets — Techcrunch
Inside Mercury’s competitive push into software and Ramp’s potential M&A targets
Techcrunch May 08, 2024
Over $3bn raised in this week’s 29 FinTech funding rounds — Fintech.global
Over $3bn raised in this week’s 29 FinTech funding rounds
Fintech.global Nov 23, 2025
Vanguard is acquiring Altruist, the AI custody platform it backed six years ago — Thenextweb
Vanguard is acquiring Altruist, the AI custody platform it backed six years ago
Thenextweb Aug 26, 2026

Altruist Alternatives & Competitors

Altruist vs
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TradePMR
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FAQ About Altruist

The custodian helping RIAs build stronger relationships and better outcomes. Altruist Financial LLC, Member FINRA/SIPC
Altruist was founded in 2018.
Altruist is headquartered in Culver City, United States.
Altruist operates in the following industries: Finance, Financial Services, Fintech.
Altruist has approximately 898 employees.
Altruist has completed 6 funding rounds, raising a total of $449.50M. The latest funding stage is Series E.
Top alternatives and competitors to Altruist include AdvisorOp, SC Capital Advisors, TradePMR, MONECO Advisors, Fragasso Financial Advisors. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Altruist and AdvisorOp are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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