Altruist
Founded 2018 · 10 known investors
Altruist is a digital custodial and wealth management platform for independent financial advisors and registered investment advisors (RIAs), combining account opening, trading, portfolio management, billing, and reporting in one system. It includes an AI platform called Hazel that draws on custodial data, CRM, and notes to support advisor workflows and tax planning.
Founder mafia
4 people who came through Altruist went on to found or lead other companies.
Investors · 10
Collective LiquidityPlantation
Craft VenturesSan Francisco · $50K – $50M
Declaration PartnersNew York
Endeavor CatalystNew York · $5.5M – $200M
Geodesic CapitalFoster City
ICONIQSan Francisco
Insight PartnersNew York · $120M – $350M
Salesforce VenturesSan Francisco · $5M – $50M
VenrockPalo Alto · $500K – $10M
Sound VenturesreportedSanta Monicavia Ashton Kutcher · inferred
Frequently asked questions
- What does Altruist do?
- Altruist is a digital custodial and wealth management platform for independent financial advisors and registered investment advisors (RIAs), combining account opening, trading, portfolio management, billing, and reporting in one system. It includes an AI platform called Hazel that draws on custodial data, CRM, and notes to support advisor workflows and tax planning.
- Who are Altruist's investors?
- Altruist's investors include Collective Liquidity, Craft Ventures, Declaration Partners, Endeavor Catalyst, Geodesic Capital, ICONIQ, Insight Partners, Salesforce Ventures and 2 more.