Altruist Overview

  • Founded
  • 2018

Founded
  • Status
  • Private

  • Employees
  • 286

Employees
  • Latest Deal Type
  • Series B

  • Latest Deal Amount
  • $50M

  • Investors
  • 8

Altruist General Information

Description

Developer of a digital investment platform designed to help financial advisors serve their clients. The company's platform assists in automating research, identifying problem areas, and streamlining operations, enabling advisors to help clients to make proper and informed choices with their money.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Media and Information Services (B2B)
Other Industries
Other Financial Services
Financial Software
Primary Office
  • 3030 South La Cienega
  • Culver City, CA 90232
  • United States
+1 (424) 000-0000

Altruist Timeline

2020202120222023
Financing RoundCaptured Employee CountEstimated Employee Growth

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Altruist Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
3. Early Stage VC (Series B) 19-May-2021 $50M 000.00 00000 Completed Generating Revenue
2. Early Stage VC (Series A1) 11-Jan-2021 000 000.00 0000 Completed Generating Revenue
1. Early Stage VC (Series A) 14-Sep-2018 $8.46M $8.46M 000.00 Completed Startup
To view Altruist’s complete valuation and funding history, request access »

Altruist Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Series B 0,000,000 00.000000 000.00 000.00 00 000.00 00.000
Series A-1 0,000,000 00.000000 00.00 00.00 00 00.00 00.000
Series A 7,694,753 $0.000010 $1.1 $1.1 1x $1.1 21.69%
To view Altruist’s complete cap table history, request access »

Altruist Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a digital investment platform designed to help financial advisors serve their clients. The company's platfo
Media and Information Services (B2B)
Culver City, CA
286 As of 2022
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San Francisco, CA
000 As of 0000
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000000000 00000000
Dubai, United Arab Emirates
00 As of 0000
000.00
00000000000 000.00
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Altruist Competitors (30)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
SigFig Venture Capital-Backed San Francisco, CA 000 00000 000000000 00000
00000 Venture Capital-Backed Dubai, United Arab Emirates 00 000.00 00000000000 000.00
00000000000 Private Equity-Backed West Hollywood, CA 0000 00000 000000000000 00000
00000000 Venture Capital-Backed Singapore, Singapore 00 0000 00000000000 0000
0000000000000 Private Equity-Backed New York, NY 00 000.00 000000000000 000.00
You’re viewing 5 of 30 competitors. Get the full list »

Altruist Executive Team (8)

Name Title Board Seat Contact Info
Jason Wenk Founder, Chief Executive Officer, President & Board Member
Nachiket Shiralkar Chief Technology Officer
Mazi Bahadori JD Chief Compliance Officer & Executive Vice President of Operations
Harpreet Ahluwalia Chief Product Officer
You’re viewing 4 of 8 executive team members. Get the full list »

Altruist Board Members (4)

Name Representing Role Since
Jason Wenk Altruist Founder, Chief Executive Officer, President & Board Member 000 0000
Jonathan Rosenbaum Insight Partners Board Member 000 0000
Nick Beim Venrock Board Member 000 0000
William McNabb III Altruist Board Member 000 0000
To view Altruist’s complete board members history, request access »

Altruist Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Altruist Investors (8)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Insight Partners Growth/Expansion Minority 000 0000 000000 0
The Vanguard Group Mutual Fund Minority 000 0000 000000 0
Declaration Partners Family Office Minority 000 0000 000000 0
Ron Carson Angel (individual) Minority 000 0000 000000 0
William McNabb Angel (individual) Minority 000 0000 000000 0
You’re viewing 5 of 8 investors. Get the full list »