Altruist is a fintech company on a mission to make financial advisors better, more affordable, and accessible to more people. The team builds products to help advisors increase efficiency and offers an investment platform that substantially lowers costs. As the first completely digital brokerage, Altruist helps advisors provide their clients with a delightful experience with their money.
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 11/25/19 | $8,500,000 | Series A |
Venrock | undisclosed |
| 05/19/21 | $50,000,000 | Series B |
Insight Partners Vanguard Venrock | undisclosed |
| 04/12/23 | $222,000,000 | Series C and D |
Adams Street Partners Bill McNabb Declaration Partners Insight Partners Marty Bicknell Ron Carson Vanguard Venrock | undisclosed |
| 05/02/24 | $169,000,000 | Series E |
Adams Street Partners Granite Capital ICONIQ Growth Sound Ventures | $1,500,000,000 |
