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
MONECO Advisors is the older company (2018 vs 1980); Altruist is the larger of the two.
1 signal in the last 90 days
Side-by-Side Comparison
| Metric | Altruist | MONECO Advisors |
|---|---|---|
| Founded | ||
| Founded | 2018 | 1980 older |
| Headquarters | ||
| Headquarters | Culver City, United States | Fairfield, United States |
| Employees | ||
| Employees | 898 larger | 52 |
| Industry | ||
| Industry | Finance, Financial Services, Fintech | Financial Services, Insurance, Wealth Management |
| Funding Stage | ||
| Funding Stage | Series E | Private Equity |
| Total Funding | ||
| Total Funding | $449.50M | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | 6 | 1 |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| 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 | Financial Planning, Client-centric, Investment Advice, Registered Investment Advisor, Objective Advice, Unbiased Support, LPL Financial, SIPC Member, Comprehensive Financial Planning, Data-driven Approach |
| Website | ||
| Website | altruist.com | monecoadvisors.com |
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...
About MONECO Advisors
MONECO Advisors MONECO Advisors is a financial services startup with a commitment to providing personalized and client-centric wealth management solutions. Founded in 1980 in the United States, the company has established itself as a reliable and trusted partner for individuals seeking comprehensive...
We will tell you when either one moves
BounceWatch watches Altruist and MONECO Advisors 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 Altruist and MONECO Advisors — by email.
Frequently Asked Questions
Compare Altruist with someone else
Start typing a company name or domain.
Related Comparisons
Compiled from the BounceWatch company index. We last looked at Altruist on 12 Sep 2024, and MONECO Advisors 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.