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The modern custodian for RIAs. Build the best version of your firm when you partner with a custodian that brings together critical RIA technology and great customer service. With intuitive software for account opening, trading, reporting, and billing bundled into a streamlined solution, advisors of all sizes are empowered to run the practice they envisioned. Get started for free and join over 1,800 independent advisors at altruist.com Altruist Financial LLC, Member FINRA/SIPC
Investor insights
Funding rounds participated in
$169M sweet spot round size
Investor type
Privately Held
Basic info
Industry
Financial Services
Sectors
Financial Services
Date founded
2018
Funding rounds raised
Total raised
$169M
from 2 investors over 1 rounds
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Altruist raised $169M on May 16, 2024
Investors: ICONIQ Growth and + 2 Other investors