Altruist
Altruist is the tech forward wealth platform and custodian for advisors. Altruist Financial LLC, Member FINRA/SIPC
Culver City, United States
355 employees
Series E
Total: $449.50M
Finance, Financial Services +1
General Information
Culver City, United States
BounceWatch is an independent company data service, not affiliated with Altruist. To contact Altruist, visit altruist.com.
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United States Market
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.
Significant changes detected on company website (87.3% content change).
Hiring for 53 positions in the last 30 days.
Altruist won the 2026 Best Innovation in Clearing and Custody award for the Datos Insights Impact Awards.
Heritage Haus Wealth Partners migrated over $200M in assets to Altruist's platform.
Altruist hosted and participated in the Build to Grow NYC event in Brooklyn.
Altruist has launched DAFs (Donor-Advised Funds) on its wealth platform, enabling charitable giving and tax strategies under one roof.
AI Insight
Bounce Watch AIAltruist is demonstrating robust growth and strategic expansion, marked by a significant customer win with Heritage Haus Wealth Partners migrating over $200M in assets. The launch of Donor-Advised Funds (DAFs) enhances their product offering, while industry recognition for 'Best Innovation in Clearing and Custody' validates their tech-forward approach. This aggressive expansion is further supported by substantial hiring for 53 positions and a major website update, indicating sustained operational scaling and product development post-Series E funding.
About Altruist
Business keywords: 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 | $169.00M | 4 |
|
02 May 2024 |
| Series D | $112.00M | 7 |
|
12 Apr 2023 |
| Series C | $110.00M | 4 |
|
01 Nov 2021 |
| Series B | $50.00M | 3 |
|
19 May 2021 |
| Venture Round | Undisclosed | 3 |
|
11 Jan 2021 |
| Series A | $8.50M | 3 |
|
09 Sep 2018 |
Latest News
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FAQ About Altruist
Source: BounceWatch company record for Altruist, https://bouncewatch.com/company/altruist, updated 31 October 2026. When citing, please name BounceWatch and link this page.
