Certified by Founder Lodge
Altruist
United States - Culver City, California
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1 Disclosed Funding Rounds $169,000,000
0 Participating Investments
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Operating Status
Active
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Last Funding Type
Seed
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Company Type
For Profit
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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 intui
| Date | Round | Raised | Participating Investors |
|---|---|---|---|
| May, 03 ,2024 | Series E | $169,000,000 | |
| April, 23 ,2025 | Series F | $152,000,000.00 |
Sound Ventures
Adams Street Partners
ICONIQ Growth
Founderpath
Truework
Finix
Farther
TeamApt Inc.
Honey Health | $7,800,000 | (Oct 28, 2025)
WorkHero | $5,000,000 | (Oct 28, 2025)
PodPlay Technologies | $8,000,000 | (Oct 28, 2025)
Seneca | $60,000,000 | (Oct 28, 2025)
Natural | $9,800,000 | (Oct 28, 2025)
