Altruist
PrivateLast Round
Series F
Apr 22, 2025
Est. Valuation
$1.9B
Total Funding Raised
$601.5M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
Altruist is a financial technology company that offers a digital investment platform to empower financial advisors in serving their clients more effectively.
Sector
FinTech
Verticals
Wealth Management, Vertical SaaS, Investment Platforms
Business Model
B2B
Customer Profile
Payment Processing Fee, Marketplace Commission, Subscription SaaS
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Altruist Comparables
Compare Altruist with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Betterment | 82% | |
| Robinhood | 80% | |
| The Charles Schwab Corporation | 75% | |
Altruist Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series F | Apr 22, 2025 | ||||
| Series E | May 2, 2024 | ||||
| Series D | Apr 26, 2023 | ||||
| Series C | Nov 1, 2021 | ||||
| Series B | May 19, 2021 | ||||
Series A | Nov 25, 2019 |
Secondary Market Activity
Bids, offers, and trades by month
| Operation | Date | Price | Size | Share Class | Structure |
|---|---|---|---|---|---|
OFFER |
Key People
Founding team and executive leadership
Altruist Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Carson Group | Series F |
| The Vanguard Group | Series B, Series C |
| Geodesic Capital | Series F |
| ICONIQ Capital | Series F, Series E |
| ICONIQ Growth | Series F, Series E |
| Salesforce Ventures | Series F |
| Government of Singapore | Series F |
Market signals
Structured signals derived from secondary market and firmographic data.
- Mar 28, 2026
Utilizes Okta, Jamf, Kaseya, and Google Workspace.
- Mar 28, 2026
Leveraging DTCC and XSP platforms for corporate actions processing.
Altruist Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Altruist's valuation, stock price, and market status.