Altruist logo

Altruist

Brand

4.1

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

Salaries

Typical salary range

$101,500 – $147,000

/ yr

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People

Headcount trend

Company growth over the last 12 months

Headcount +11.3% year over year

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

Jan 2021

Venture Round Altruist

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%
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%

News

Links

altruist.comLinkedInCrunchbaseX (Twitter)
Glassdoor