Altruist
- 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
- Industry Financial Services
- Website https://altruist.com/
- LinkedIn https://www.linkedin.com/company/altruistcorp/
Related People
Jason WenkFounder
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.