Product Marketing Manager, Investment Products

San Francisco, CA (Hybrid)

$107K/yr – $153K/yrMid Level3+ years exp

Posted 2 days ago

Job Summary

Original Job Description

ALTRUIST logo

ALTRUIST

Glassdoor
4.1

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.

Marketing team
34
Employees
838
Headquarters
Culver City, California, USA
Founded
2018

Employee Sentiment

Overall Rating
4.1 / 5
Recommend to a Friend
85%
Source: Glassdoor

Traffic Signals

Monthly Visitors
311K
Monthly Google Ads Budget
$63.5K
Traffic Source Mix
Search
17.4%
Direct
75.8%
Referral
4.4%
Social
1.8%
Paid
0.5%

Headcount Trend

Current headcount: ~845

Funding

Total Funding
$601.5M
Last Raise
11 months ago
Last Raise Amount
$152.0M
  • 2025-04-22
    Series F • $152.0M
  • 2024-05-02
    Series E • $169.0M
  • 2023-04-10
    Series D • $112.0M

Recent News

InvestmentNews
Altruist expands Hazel AI platform with real-time custodial integration
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
Altruist Debuts Industry-First Custodial Integration for its Transformative AI Platform, Hazel, Bringing Real-Time Account Data Into Every Advisor Conversation
Nov 18, 2025