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
TradePMR
Custodial service and technology by RIAs for RIAs. For more information, visit tradepmr.com. TradePMR Member FINRA/SIPC
125 employees · est. 1998 · Gainesville, United States
TradePMR is the older company (2018 vs 1998); Altruist is the larger of the two.
1 signal in the last 90 days
Side-by-Side Comparison
| Metric | Altruist | TradePMR |
|---|---|---|
| Founded | ||
| Founded | 2018 | 1998 older |
| Headquarters | ||
| Headquarters | Culver City, United States | Gainesville, United States |
| Employees | ||
| Employees | 898 larger | 125 |
| Industry | ||
| Industry | Finance, Financial Services, Fintech | Financial Services, Payments |
| Funding Stage | ||
| Funding Stage | Series E | Not tracked yet |
| Total Funding | ||
| Total Funding | $449.50M | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | 6 | Not tracked yet |
| 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 | Custodial Services, RIA Technology, Financial Advisors Support, Brokerage Services, Investment Advisor Support, Financial Technology, RIA Services, Registered Investment Advisor, Financial Support Tools, Fusion Advisor Workstation |
| Website | ||
| Website | altruist.com | tradepmr.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 TradePMR
TradePMR, a financial services and payments startup founded in 1998 in the United States, provides custodial services and technology by RIAs for RIAs. The company aims to empower independent registered investment advisors (RIAs) by offering innovative technology tools and custodial support to help t...
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Funding, hiring, leadership and stack changes at Altruist and TradePMR — by email.
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Compiled from the BounceWatch company index. We last looked at Altruist on 12 Sep 2024, and TradePMR 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.