AdvisorOp
The Ultimate RIA platform. Take control of your processing. Manage and scale your business.
2 employees · est. 2017 · Chicago, United States
Altruist
The custodian helping RIAs build stronger relationships and better outcomes. Altruist Financial LLC, Member FINRA/SIPC
898 employees · est. 2018 · Culver City, United States
AdvisorOp is the older company (2017 vs 2018); Altruist is the larger of the two.
1 signal in the last 90 days
Side-by-Side Comparison
| Metric | AdvisorOp | Altruist |
|---|---|---|
| Founded | ||
| Founded | 2017 older | 2018 |
| Headquarters | ||
| Headquarters | Chicago, United States | Culver City, United States |
| Employees | ||
| Employees | 2 | 898 larger |
| Industry | ||
| Industry | Analytics, CRM and Sales | Finance, Financial Services, Fintech |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Series E |
| Total Funding | ||
| Total Funding | Not tracked yet | $449.50M |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | 6 |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | RIA Platform, Business Process Management, Financial Advisors, Enterprise Solutions, Paperless Processing, CRM Integration, Document Management, Investment Management, Billing Support, Desktop And Mobile Access, Reporting, E-signature, Financial Advisor Software, RIA Software | 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 |
| Website | ||
| Website | advisorop.com | altruist.com |
About AdvisorOp
AdvisorOp is a business process management software for financial advisors that provides a comprehensive platform for advisors, client service teams, and clients. The technology is designed to streamline and scale business operations by connecting to a variety of essential systems, including CRMs su...
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 te...
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BounceWatch watches AdvisorOp and Altruist for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at AdvisorOp and Altruist — by email.
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Compiled from the BounceWatch company index. We last looked at AdvisorOp on 14 Sep 2024, and Altruist on 12 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.