Altruist | Company Profile, Culture & Jobs

Company overview

Altruist is the platform of choice for RIAs who want better outcomes, responsive service, lower fees, and more time to do the real work of advising clients. We offer intuitive software for account opening, trading, reporting, billing, and over 22 integrations, empowering advisors of all sizes to grow and scale client-centric practices. Since launch in 2018, we’ve grown to the third-largest custodian by advisors served, with nearly 5,000 advisors trusting us to safeguard client assets.

Founded in 2018

Culver City, California, USA

838 employees (34 in marketing)

altruist.com

85% recommend to a friend

83% positive business outlook

People

Headcount trend

Company growth over the last 12 months

Funding

Total funding

$601.5M

Last raise

$152M

Series F, 11 months ago

Funding history

Apr 2025

Series F Altruist · $152M

May 2024

Series E Altruist · $169M

Apr 2023

Series D Altruist · $112M

Nov 2021

Series C Altruist · $110M

May 2021

Series B Altruist · $50M

Audience

Monthly website visitors

311K

Month over month-8%

Quarter over quarter-6.4%

Top sourceDirect (75.8%)

Ad budget per month$63.5K

Average search rank55.7

Traffic source mix

Direct

75.8%

Search

17.4%

News

Altruist expands Hazel AI platform with real-time custodial integration

Nov 18, 2025 • InvestmentNews

Altruist Debuts Industry-First Custodial Integration for its Transformative AI Platform, Hazel, Bringing Real-Time Account Data Into Every Advisor Conversation

Nov 18, 2025 • The AI Journal

Altruist Debuts Industry-First Custodial Integration for its Transformative AI Platform, Hazel, Bringing Real-Time Account Data Into Every Advisor Conversation

Nov 18, 2025 • The Joplin Globe

Links

altruist.com

Crunchbase

X (Twitter)

Glassdoor

Altruist insights

Company and marketing-team signals from saved company data and employee profiles. Use this before you apply, interview, or negotiate.

Founded

2018

Headquarters

Culver City, California

Employees

51-200

11.3% growth last 12mo

Marketing team

34

4% of company

21 saved employee profiles are linked to this company.

Company stability and risk

Shows a quick risk view from growth, funding age, and news.

Main result

Low risk

Late-stage · Growing 11.3% last 12 months · Mid-stage · Recently funded

Trend

2022-12-26 -> 2025-12-29

Headcount (12 months)

+11.3%

Last funding round

11 months ago

Negative news (120 days)

0

Risk score0/7

Website traffic

Shows traffic size, change, and traffic sources.

Monthly website visitors

311K

Month over month-8%

Quarter over quarter-6.4%

Top sourceDirect (75.8%)

Traffic source mix

Direct

75.8%

Search

17.4%

Referral

Competitors and search

Shows competitors and key search metrics in one view.

Main result

100 competitor sites

Search traffic: 6.8K organic clicks / 6.1K paid clicks

Organic competitors

0

Paid competitors

5

Keyword change

+433

Ad budget per month

$63.5K

Average search rank

55.7

Paid competitors5

G2 quick view

Shows G2 rating and review trend.

Main result

10 / 5

14 reviews saved

Reviews month over month

—

Reviews quarter over quarter

+7.7%

Reviews year over year

—

LinkedIn followers

Shows follower count and growth.

LinkedIn followers

Follower count and growth

Total followers

28.4K

12-mo growth

+40.9%

Monthly growth

+7.4%

Marketing team size

Shows saved marketing team size.

34

4% of the company • 21 saved marketing people

First hire or larger team

Shows if this looks like one hire or a bigger team.

Looks like larger team

Based on saved marketing team size: 34.

Glassdoor ratings

Shows saved Glassdoor ratings.

Glassdoor ratings

Overall rating

4.1 / 5

Work-life balance

4.1 / 5

Culture

4.1 / 5

Diversity & inclusion

4.1 / 5

Recommend to a friend

85%

Positive business outlook

83%

Funding

Shows saved funding data.

Total funding

$601.5M

Last raise

Series F

11 months ago

Funding details

Amount raised

$601.5M

Last round

Series F

Last fundraise

11 months ago

News

Shows saved company news.

Altruist expands Hazel AI platform with real-time custodial integration

Nov 18, 2025 • InvestmentNews

Altruist Debuts Industry-First Custodial Integration for its Transformative AI Platform, Hazel, Bringing Real-Time Account Data Into Every Advisor Conversation

Nov 18, 2025 • The AI Journal

Altruist Debuts Industry-First Custodial Integration for its Transformative AI Platform, Hazel, Bringing Real-Time Account Data Into Every Advisor Conversation

Nov 18, 2025 • The Joplin Globe

Loading insights...

Headcount +11.3% year over year

Jan 2021

Venture Round Altruist

Referral

4.4%

Social

1.8%

Paid referral

0.5%

LinkedIn followers

Follower count and growth

Total followers

28.4K

12-mo growth

+40.9%

Monthly growth

+7.4%

Salaries

Typical salary range

$101,500 – $147,000

/ yr

Median base

$147,000

Median total

$147,000

Median experience

7 years

Submissions

3

Pay by role

Event Marketing

3 submissions

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Contribute

Open positions19 open marketing positions

Event Marketing Manager

Altruist

San Francisco, CA (Hybrid)

$107K/yr - $153K/yrIn-houseFull-timeSenior level5+ years exp.

6 weeks ago

Event Marketing Manager

Altruist

Los Angeles, CA (Hybrid)

$96K/yr - $141K/yrIn-houseFull-timeMid level5+ years exp.

6 weeks ago

Senior Product Marketing Manager, Core & Lending

Altruist

San Francisco, CA (Hybrid)

$136K/yr - $192K/yrIn-houseFull-timeSenior level6+ years exp.

7 weeks ago

Senior Manager Marketing Operations

Altruist

Los Angeles, CA (Hybrid)

$124K/yr - $170K/yrIn-houseFull-timeSenior level5+ years exp.

2 months ago

Senior Manager, Event Marketing

Altruist

Los Angeles, CA (Hybrid)

$124K/yr - $170K/yrIn-houseFull-timeSenior level7+ years exp.

3 months ago

Founding GTM Engineer, Hazel AI

Altruist

San Francisco, CA (Hybrid)

$200K/yr - $225K/yrIn-houseFull-time

3 months ago

View all 19 jobs

Altruist insights

Company and marketing-team signals from saved company data and employee profiles. Use this before you apply, interview, or negotiate.

Founded

2018

Headquarters

Culver City, California

Employees

51-200

11.3% growth last 12mo

Marketing team

34

4% of company

21 saved employee profiles are linked to this company.

Company stability and risk

Shows a quick risk view from growth, funding age, and news.

Main result

Low risk

Late-stage · Growing 11.3% last 12 months · Mid-stage · Recently funded

Trend

2022-12-26 -> 2025-12-29

Headcount (12 months)

+11.3%

Last funding round

11 months ago

Negative news (120 days)

0

Risk score0/7

Website traffic

Shows traffic size, change, and traffic sources.

Monthly website visitors

311K

Month over month-8%

Quarter over quarter-6.4%

Top sourceDirect (75.8%)

Traffic source mix

Direct

75.8%

Search

17.4%

Referral

Competitors and search

Shows competitors and key search metrics in one view.

Main result

100 competitor sites

Search traffic: 6.8K organic clicks / 6.1K paid clicks

Organic competitors

0

Paid competitors

5

Keyword change

+433

Ad budget per month

$63.5K

Average search rank

55.7

Paid competitors5

G2 quick view

Shows G2 rating and review trend.

Main result

10 / 5

14 reviews saved

Reviews month over month

—

Reviews quarter over quarter

+7.7%

Reviews year over year

—

LinkedIn followers

Shows follower count and growth.

LinkedIn followers

Follower count and growth

Total followers

28.4K

12-mo growth

+40.9%

Monthly growth

+7.4%

Marketing team size

Shows saved marketing team size.

34

4% of the company • 21 saved marketing people

First hire or larger team

Shows if this looks like one hire or a bigger team.

Looks like larger team

Based on saved marketing team size: 34.

Glassdoor ratings

Shows saved Glassdoor ratings.

Glassdoor ratings

Overall rating

4.1 / 5

Work-life balance

4.1 / 5

Culture

4.1 / 5

Diversity & inclusion

4.1 / 5

Recommend to a friend

85%

Positive business outlook

83%

Funding

Shows saved funding data.

Total funding

$601.5M

Last raise

Series F

11 months ago

Funding details

Amount raised

$601.5M

Last round

Series F

Last fundraise

11 months ago

News

Shows saved company news.

Altruist expands Hazel AI platform with real-time custodial integration

Nov 18, 2025 • InvestmentNews

Altruist Debuts Industry-First Custodial Integration for its Transformative AI Platform, Hazel, Bringing Real-Time Account Data Into Every Advisor Conversation

Nov 18, 2025 • The AI Journal

Altruist Debuts Industry-First Custodial Integration for its Transformative AI Platform, Hazel, Bringing Real-Time Account Data Into Every Advisor Conversation

Nov 18, 2025 • The Joplin Globe

4.4%

Social

1.8%

Paid referral

0.5%