Altruist Competitors and Similar CompaniesClear all

Altruist's competitors and similar companies include Betterment, Wealthfront, PocketSmith and CUneXus Solutions.

	Altruist Altruist is a company that develops an open platform for financial advisors.	Betterment Betterment is a financial advisory firm that provides investment management services.	Wealthfront Wealthfront is a financial technology company that develops an automated wealth management platform.	PocketSmith PocketSmith is a financial technology company providing online money management software.	CUneXus Solutions CUneXus Solutions is a company that develops lending automation software.
Founding Date	Founding Date 2018	Founding Date 2010	Founding Date 2011	Founding Date 2008	Founding Date 2008
Type	Type Private	Type Private	Type Public	Type Private	Type Private
Tags	Tags Technology enterprise software fintech platform	Tags Financial Services financial management investment management	Tags Financial Services financial management fintech investment management platform	Tags Technology consumer software fintech platform	Tags Technology consumer software fintech platform
Locations	Locations Culver City, US HQ	Locations New York, US HQ Irving, US	Locations Palo Alto, US HQ	Locations HQ	Locations Santa Rosa, US HQ Madison, US Santa Rosa, US
Employees	Employees 7672% increase	Employees 5922% increase	Employees 4073% increase	Employees 215% increase	Employees 9
Valuation ($)	Valuation ($) 817.7 m	Valuation ($) 800 m	Valuation ($) N/A	Valuation ($) N/A	Valuation ($) N/A
Operating ⚠
Assets Under Management	Assets Under Management N/A	Assets Under Management $32b (Mar, 2023)	Assets Under Management $43b (Nov, 2023)	Assets Under Management N/A	Assets Under Management N/A
Funding
Latest funding round	Latest funding round $ 50m (almost 5 years ago)	Latest funding round $ 70m (almost 9 years ago)	Latest funding round N/A	Latest funding round N/A	Latest funding round $ 5m (over 9 years ago)
Total funding raised	Total funding raised $ 58.5m	Total funding raised $ 275m	Total funding raised $ 204.5m	Total funding raised N/A	Total funding raised $ 6.7m