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Altruist

Fintech · Culver City, United States · Founded 2018

An all-in-one platform that helps your financial advisor give you a delightful experience with your money

Investors

16 investors on Altruist's cap table

Sourced from Dealroom's funding history. Investor profile links are shown where available.

Series A 4 investors entered at this stage
Venrock
Ron Carson
Bill McNabb
Endeavor Catalyst
Series B+ 12 investors entered at this stage
Salesforce Ventures
Declaration Partners
Granite Capital Management
Adams Street Partners
Marty Bicknell
GIC
Insight Partners
ICONIQ Growth
Baillie Gifford
Sound Ventures
Vanguard
Geodesic Capital

Ownership

Who owns Altruist

Estimated cap table from Dealroom's shareholder data — share of equity by holder. Stakes as last recorded by Dealroom (2026). Percentages are indicative.

23.7% Founders
  • Insight Partners 15%

Some investors are hidden on this public profile. See the full cap table on Dealroom →

Global footprint

Where Altruist has talent and traffic

Workforce by country
11 countries with
team presence
🇺🇸 United States87.5%
🇮🇳 India9.5%
🇧🇷 Brazil1.1%
🇲🇽 Mexico0.3%
🇩🇪 Germany0.3%
Top 5 of 11 shown
Web traffic by country
520K monthly visits
across markets
🇺🇸 United States94.9%
🇮🇳 India1%
🇬🇧 United Kingdom0.7%
🇨🇦 Canada0.6%
🇦🇺 Australia0.5%
Top 5 markets shown

Talent graph

The shape of Altruist's talent

Dealroom maps Altruist's team person by person — pinpointing the standout operators and scoring them across the six dimensions investors underwrite. The counts and shape below are a public preview; the named individuals and exact scores live in the platform.

28 standout operatorsDealroom-flagged across the org
5 AI specialistspinpointed by name
922 employees mappedperson by person
DimensionScore
AI Talentlive Score hidden — book a demo
Engineering Score hidden — book a demo
Product Score hidden — book a demo
Go-to-market Score hidden — book a demo
Leadership Score hidden — book a demo
Research Score hidden — book a demo
Book a demo to unlock Altruist's exact scores

Source: Dealroom Talent Intelligence. Public profiles show counts and the team's shape only — request a demo for the named individuals, per-person seniority and tenure, and team benchmarks vs peers.

Patent intelligence

$4k patent portfolio · 1 active families

Estimated portfolio value
$4k
<0.01% of valuation · 85.5× smaller than top peer Wealthsimple ($333k)
1 active patent families

Source: Dealroom Patent Intelligence · Patsnap. Request a demo for the full per-sub-category breakdown, individual records, and quality-score history.

Market sentiment

What the market is saying about Altruist

An AI-synthesized read of the highest-engagement posts about Altruist on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

See Altruist on the full Dealroom platform

Live deal flow, founder pedigree, hiring signals, revenue trajectory, and the full cap table.