Content
Altruist
completed $169 million Series E Round funding at $1.5 billion valuation. Investors include
ICONIQ Growth (lead), Sound Ventures, Adams Street Partners.
About
The modern custodian for RIAs.
Build the best version of your firm when you partner with a custodian that brings together critical RIA technology and great customer service.
With intuitive software for account opening, trading, reporting, and billing bundled into a streamlined solution, advisors of all sizes are empowered to run the practice they envisioned.
Get started for free and join over 1,800 independent advisors at altruist.com
Startup
Sector:
Fintech
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