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 fintech company that provides an AI-forward digital investment platform and custodial services for independent financial advisors.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Vertical SaaS, Lending & Credit
Business Model
B2B2C
Customer Profile
Payment Processing Fee, Subscription SaaS, Marketplace Commission
AI Layer
Application
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 |
|---|---|---|---|---|---|
BID |
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.
- May 1, 2026
Integrating AI-driven order management system 'Moment' into fixed income platform.
- May 1, 2026
Launched Altruist Advisors, an SEC-registered investment adviser.
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.