Altruist Overview

  • Year Founded
  • 2018

Year Founded

  • Status
  • Private

  • Employees
  • 300


  • Latest Deal Type
  • Series E

  • Latest Deal Amount
  • $169M

  • Investors
  • 15

Altruist General Information


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
Financial Software
Other Industries
Other Financial Services
Media and Information Services (B2B)
Corporate Office
  • 3030 South La Cienega
  • Culver City, CA 90232
  • United States
+1 (424) 000-0000

Altruist Timeline

Financing RoundCaptured Employee CountEstimated Employee Growth

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Altruist Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
6. Later Stage VC (Series E) 31-Jan-2024 $169M 00000 00.000 Completed Generating Revenue
5. Later Stage VC (Series D) 12-Apr-2023 00000 00000 00000 Completed Generating Revenue
4. Later Stage VC (Series C) 01-Nov-2021 00000 00000 00000 Completed Generating Revenue
3. Early Stage VC (Series B) 19-May-2021 0000 000.00 00000 Completed Generating Revenue
2. Early Stage VC (Series A1) 11-Jan-2021 $8M $16.5M 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
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Series D 00,000,000 00.000000 00 00.00 00.00 00 00.00 00.000
Series C 00,000,000 00.000000 00 00.00 00.00 00 00.00 00.000
Series B 00,000,000 00.000000 00 00.00 00.00 00 00.00 00.000
Series A-1 16,078,239 $0.000010 2% $0.5 $0.5 1x $0.5 10.86%
Series A 23,084,259 $0.000010 2% $0.37 $0.37 1x $0.37 15.59%
To view Altruist’s complete cap table history, request access »

Altruist Comparisons

HQ Location
Total Raised
Post Valuation
Developer of a digital investment platform designed to help financial advisors serve their clients. The company's platfo
Financial Software
Culver City, CA
300 As of 2024
00.000 0000-00-00
00000000000 00000


tur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna
000000000 00000000
San Francisco, CA
000 As of 0000
0000000000 0 00000


itation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure
000000000 00000000
Powhatan, VA
000 As of 0000
00000 0000-00-00
000000&0 000
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Altruist Competitors (25)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
SigFig Venture Capital-Backed San Francisco, CA 000 00000 0000000000 0 00000
MoneyGuide Formerly VC-backed Powhatan, VA 000 000 000000&0 000
Orion Advisor Solutions Private Equity-Backed Omaha, NE 0000 00000 000000000 00 00000
AdvisorEngine Private Equity-Backed New York, NY 00 000.00 000000000000 000.00
Addepar Venture Capital-Backed Mountain View, CA 000 00000 00000000000 00000
You’re viewing 5 of 25 competitors. Get the full list »

Altruist Patents

Altruist Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20230316404-A1 Automated move money authorization generation Pending 05-Apr-2022 000000000 0

Altruist Executive Team (9)

Name Title Board Seat
Jason Wenk Founder, Chief Executive Officer, President & Board Member
Mazi Bahadori JD Chief Operating Officer and Chief Compliance Officer
Nachiket Shiralkar Chief Technology Officer
Harpreet Ahluwalia Chief Product Officer
Marc Greenberg Chief Financial Officer
You’re viewing 5 of 9 executive team members. Get the full list »

Altruist Board Members (5)

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

Altruist Signals

Growth Rate

0.80% Weekly
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


Similarweb Unique Visitors


Majestic Referring Domains


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Altruist Investors (15)

Investor Name Investor Type Holding Investor Since Participating Rounds
Granite Capital Management Investment Bank Minority 000 0000 000000 0
ICONIQ Growth Venture Capital Minority 000 0000 000000 0
Sound Ventures Venture Capital Minority 000 0000 000000 0
Adams Street Partners PE/Buyout Minority 000 0000 000000 0
Bill McNabb Angel (individual) Minority 000 0000 000000 0
You’re viewing 5 of 15 investors. Get the full list »

Altruist Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Shareholders Service Group 15-Mar-2023 0000000000 Financial Software 00000 000
To view Altruist’s complete acquisitions history, request access »

Altruist Subsidiaries (1)

Company Name Industry Location Founded
Shareholders Service Group Financial Software San Diego, CA 0000
To view Altruist’s complete subsidiaries history, request access »

Altruist FAQs

  • When was Altruist founded?

    Altruist was founded in 2018.

  • Who is the founder of Altruist?

    Jason Wenk is the founder of Altruist.

  • Who is the CEO of Altruist?

    Jason Wenk is the CEO of Altruist.

  • Where is Altruist headquartered?

    Altruist is headquartered in Culver City, CA.

  • What is the size of Altruist?

    Altruist has 300 total employees.

  • What industry is Altruist in?

    Altruist’s primary industry is Financial Software.

  • Is Altruist a private or public company?

    Altruist is a Private company.

  • What is the current valuation of Altruist?

    The current valuation of Altruist is 00.000.

  • What is Altruist’s current revenue?

    The current revenue for Altruist is 00000.

  • How much funding has Altruist raised over time?

    Altruist has raised $457M.

  • Who are Altruist’s investors?

    Granite Capital Management, ICONIQ Growth, Sound Ventures, Adams Street Partners, and Bill McNabb are 5 of 15 investors who have invested in Altruist.

  • Who are Altruist’s competitors?

    SigFig, MoneyGuide, Orion Advisor Solutions, AdvisorEngine, and Addepar are some of the 25 competitors of Altruist.

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