Locations
United States · California, MD, USA · Los Angeles, CA, USA · Culver City, CA, USA · Venice, CA, USA · American Canyon, CA, USA
industry
Finance
Size
201-1000 employees
Stage
Series C+
founded in
2018
Altruist is a modern custodian designed specifically for independent financial advisors, offering a comprehensive platform that integrates portfolio management, client experience, and fee billing. The company aims to eliminate inefficiencies through automation, allowing advisors to increase profitability while lowering fees for their clients. With a focus on transparency and accessibility, Altruist empowers advisors to provide better financial advice at a lower cost, making it easier for them to serve their clients effectively. The platform has gained traction with over 4,000 advisors trusting Altruist to streamline their operations and enhance client outcomes, positioning itself as a leader in the fintech space for RIAs.
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