$181-226k
+ Equity in the form of Stock Options (ISOs)
3 days a week in office
All-in-one platform for financial advisors and their clients
Be an early applicant
All-in-one platform for financial advisors and their clients
501-1000 employees
Be an early applicant
$181-226k
+ Equity in the form of Stock Options (ISOs)
3 days a week in office
501-1000 employees
To make financial advice better, more affordable, and more accessible.
Desirable
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67% employee growth in 12 months
May 2024
$169m
SERIES E
Apr 2023
$112m
SERIES D
Altruist has created a cloud-based digital investing platform for independent financial advisors (IFAs). In the past, it’s been common for financial advisors selling products on a commission basis to have access to advanced digital systems, but not those working entirely independently.
Altruist brings an all-in-one platform to all IFAs, removing the need to use multiple programs to manage client accounts whilst bringing high quality assets to all investors, regardless of portfolio size.
Advisors can save time, compress costs and ultimately do more for their clients. Altruist operates a pricing model that scales up with the number of required accounts, unlike some competitor products such as Adviser and Intelliflo which charge a flat monthly subscription fee. Off the back of impressive funding, the company is set to expand its service offerings and support a wider range of RIAs as it becomes a truly comprehensive advising solution.
Freddie
Company Specialist at Welcome to the Jungle