Altruist
Altruist offers a digital platform designed to support independent financial advisors in managing their practices. The company provides integrated tools for account opening, trading, portfolio reporting, and billing within a unified system. Its services include commission-free fractional share trading, a model marketplace for investment strategies, and automated portfolio rebalancing. Altruist also offers features such as digital account funding, customizable fee billing, and performance reporting to streamline advisors' operations. The platform aims to simplify the technology stack for advisors, enabling them to focus more on client engagement and business growth. Additionally, Altruist provides resources like the RIA Launch Kit and Custodian Buyer's Guide to assist advisors in establishing and scaling their firms. The company is backed by investors including Venrock, Vanguard, and Insight Partners.
Domain
altruist.com
Country
United StatesIndustry
Asset ManagementEmployees
101-250
Last Funding
$152.0M
Founded
2017
Tech Stack (36 technologies)
Frequently Asked Questions
What technologies does Altruist use?+
Altruist uses 36 technologies including Amplitude, Appcues, Facebook Pixel.
What industry is Altruist in?+
Altruist operates in the Asset Management industry.
Where is Altruist based?+
Altruist is headquartered in United States.
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Browse DatasetsData last updated: June 2026