A
Altruist
An all-in-one platform that helps your financial advisor give you a delightful experience with your money
At a glance
- Founded
- 2018
- Headquarters
- Culver City, United States
- Sector
- Fintech
- Power Law
- Unicorn$1–10B valuation tier
Latest news
Press, funding announcements and product moves mentioning Altruist.
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Series A4 investors entered at this stage
Venrock- RCRon Carson
- BMBill McNabb
Endeavor Catalyst
Series B and later12 investors entered at this stage
Salesforce Ventures- DPDeclaration Partners
- GMGranite Capital Management
Adams Street Partners- MBMarty Bicknell
GIC
Insight Partners
ICONIQ Growth
Baillie Gifford
Sound Ventures- VAVanguard
- GCGeodesic Capital
Ownership
Estimated cap table from Dealroom's shareholder data — share of equity by holder. Stakes as last recorded by Dealroom (2026). Percentages are indicative.
Some investors are hidden on this public profile. See the full cap table on Dealroom →
Source: Dealroom Talent Intelligence.
Global footprint
team presence
across markets
Patents
1 active patent families included in this estimate.
A patent family groups patent filings for the same invention. Source: Dealroom · PatSnap.
Market sentiment
An AI-synthesised read of the highest-engagement posts about Altruist on X, ranked by likes and reposts, corporate channels excluded.
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.