Web Analytics

3 Latest Announced Rounds

  • $10,500,000
    Unknown

    3 Investors

    HVAC and Refrigeration Equipment Manufacturing
    Nov 5th, 2024
  • $4,000,000
    Series A
    Financial Services
    Nov 5th, 2024
  • $1,000,000
    Pre-Seed

    1 Investors

    Data Infrastructure and Analytics
    Nov 5th, 2024
$1,349.98M Raised in 67 Funding Rounds in the past 7 Days - View All

Funding Round Profile

Altruist

start up
United States - Culver City, California
  • 03/05/2024
  • Series E
  • $169,000,000

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


Related People

Jason WenkFounder

Jason Wenk United States - Los Angeles Metropolitan Area

Fintech executive, math geek, and investment systems developer. Founder/CEO of Altruist, an LA fintech company that's making financial advisors better and more accessible.

Endeavor Entrepreneur and Endeavor Outlier. Direct investor in US fintech startups, and in high impact global startups via MatterScale Ventures.