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1,425
Followers on Owler
Altruist
is a California-based fintech platform that offers solutions such as portfolio management, client experience and reporting for RIAs...
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Overview
Competitors
Acquisitions
Funding
News & Insights
Altruist
is a California-based fintech platform that offers solutions such as portfolio management, client experience and reporting for RIAs...
Read more
Founder & CEO
Jason Wenk
CEO Approval Rating
83/100
Weigh In
2018
Culver City
California
Los Angeles Metropolitan Area
Private
Banking, Financial Services and Insurance
Fintech Software
6282
NAICS listing
https://altruist.com/
Est. Annual Revenue
$25-100M
Agree?
Yes
No
Est. Employees
100-250
Agree?
Yes
No
Funding
$601.5M
Acquisitions
1
News
Key Events
Latest News
Funding
Apr 23, 2025
businesswire.com
Altruist received $152M in Series F Funding
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