Altruist

Portfolio management software for financial advisors

placeCulver City, California, United States calendar_todayFounded 2018 groups169 employees language altruist.com

Registered entities

Reputation

Customer rating 3.3 / 5 across 1 reviews.

Social engagement

Social engagement: 30.1K social following, 10 posts in the last 12 months — below the industry typical range.

Investor mix

19 investors on record; lead investors include Insight Partners, Venrock, Adams Street Partners, Declaration Partners.

Investor typeCountShare
Venture capital737%
Private equity526%
Other / undisclosed737%

Recent activity

1 Jul 2026
Event
2026 Morningstar Investment Conference
24 Jun 2026
Product launch
Hazel AI agent
24 Jun 2026
Recognition
Coming soon