Altruist

Altruist is a modern platform designed specifically to support independent financial advisors by enhancing their operational efficiency and service delivery. The platform encompasses a range of financial technology tools, including a brokerage and a registered investment adviser, all aimed at facilitating better financial outcomes. Altruist offers commission-free trading for various securities, integrated portfolio management, and digital tools for account management, making it easier for advisors to manage client investments efficiently.

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Company Valuation

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The data in the tables and charts is based on data from public sources and although we make every effort to compile the data, it may not coincide with the actual data of the issuer.

Funding Round
Funding Amount
Post-Money Valuation
Share Price
Series E2 May, 2024
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Series D12 Apr, 2023
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Series C1 Nov, 2021
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Series B19 May, 2021
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Series A9 Sep, 2018
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Investors5

ICONIQ CapitalICONIQ Capital
Insight PartnersInsight Partners
Adams Street PartnersAdams Street Partners
VenrockVenrock
Sound VenturesSound Ventures

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