Altruist

OverviewSuggest Edit

Altruist is a fintech company that provides a solution for modern financial advisors. 

TypePrivate
Founded2018
HQLos Angeles, CA, US
Websitealtruist.com

Latest Updates

Employees (est.) (Jul 2021)150(+20%)
Cybersecurity ratingBMore

Key People/Management at Altruist

Jason Wenk

Jason Wenk

CEO, Founder
Nachiket Shiralkar

Nachiket Shiralkar

Chief Technology Officer
Mazi Bahadori

Mazi Bahadori

CCO, EVP Operations
Harpreet Ahluwalia

Harpreet Ahluwalia

VP Product
Pete Dorsey

Pete Dorsey

Chief Strategy & Revenue Officer
John Scianna

John Scianna

VP Brand & Design
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Altruist Office Locations

Altruist has an office in Los Angeles
Los Angeles, CA, US (HQ)
1621 Abbot Kinney Blvd Floor 2, Venice
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Altruist Financials and Metrics

Summary Metrics

Founding Date

2018

Altruist total Funding

$58.5 m

Altruist latest funding size

$50 m

Time since last funding

2 months ago

Altruist investors

Altruist's latest funding round in May 2021 was reported to be $50 m. In total, Altruist has raised $58.5 m
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Altruist Cybersecurity Score

Cybersecurity ratingPremium dataset

B

89/100

SecurityScorecard logo

Altruist Online and Social Media Presence

Embed Graph

Altruist News and Updates

Altruist Secures $50MM to Grow Its All-in-One Platform for Modern Financial Advisors

Altruist, the all-in-one platform for modern financial advisors, today announced it has raised $50 million in Series B funding to make personalized financial advice less expensive, more efficient, and more inclusive. The round is led by global venture capital and private equity firm Insight Partners…

A Review Of The Effective Altruist Charitable Giving Strategy

He is asking the question, "How much good actually comes from whatever charitable giving we do?"

Altruist sunscreen generates over £100,000 for children’s charities in Africa

Launched in 2016, Altruist sunscreen product sales have generated £105,000 in donations for charities supporting children with albinism. The company was set up to reduce the incidence of skin cancer by enabling more people to use more sunscreen. Its premium quality ethical sunscreen is sold at a low…

Altruist Blogs

Emily Binder explains how to better connect with clients through emerging technology

Advisors have to wear so many hats. In addition to successfully planning and managing their client’s financial health and wealth, advisors have to run an entire marketing engine. From managing social media accounts, creating content to pushing prospects through their marketing funnel, i…

How to Go Independent with Confidence

At one point or another, many wirehouse advisors will ask the question: Should I leave my firm and start my own practice?

How advisors can restore confidence in their clients after a pandemic

If we’ve learned anything in the past year while advising through a pandemic, it’s that beyond technical skills, building relationships with clients early on is crucial to our joint success.  The stereotype of an advisor crunching numbers for only wealthy clients is long gone. Today, fi…

More models, more choices: expanding impact

If we’ve learned anything in the past few years of building Altruist, it’s this: modern advisors care deeply about the lives of their clients, and they’re relentless about it.   It’s what inspires us to wake up, roll up our sleeves, and build the tools advisors need to do what they do …

Grow replay: Showing up and speaking out for the LGBTQI+ community

In honor of Pride Month, I hosted a Grow Live with Marci Bair, President of Bair Financial Planning, to learn how financial advisors can take a year around approach to pride and supporting the LGBTQI+ community that goes beyond the month of June.

Surviving to thriving: How Luis Rosa chased his American dream

At the young age of 11, Luis Rosa came to the U.S. from the Dominican Republic. Growing up in New York City, Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education.  Today, Luis is a financial advisor and the fou…
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Altruist Frequently Asked Questions

  • When was Altruist founded?

    Altruist was founded in 2018.

  • Who are Altruist key executives?

    Altruist's key executives are Jason Wenk, Nachiket Shiralkar and Mazi Bahadori.

  • How many employees does Altruist have?

    Altruist has 150 employees.

  • Who are Altruist competitors?

    Competitors of Altruist include Wealthfront, Immediate and Practifi.

  • Where is Altruist headquarters?

    Altruist headquarters is located at 1621 Abbot Kinney Blvd Floor 2, Venice, Los Angeles.

  • Where are Altruist offices?

    Altruist has an office in Los Angeles.

  • How many offices does Altruist have?

    Altruist has 1 office.