Altruist
PrivateLast Round
Series F
Apr 22, 2025
Est. Valuation
$1.9B
Total Funding Raised
$601.5M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
Altruist is a fintech company that provides an AI-forward digital investment platform and custodial services for independent financial advisors.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Vertical SaaS, Lending & Credit
Business Model
B2B2C
Customer Profile
Payment Processing Fee, Subscription SaaS, Marketplace Commission
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Altruist Comparables
Compare Altruist with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Betterment | 82% | |
| Robinhood | 80% | |
| The Charles Schwab Corporation | 75% |
Altruist Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series F | Apr 22, 2025 | ||||
| Series E | May 2, 2024 | ||||
| Series D | Apr 26, 2023 | ||||
| Series C | Nov 1, 2021 | ||||
| Series B | May 19, 2021 | ||||
Series A | Nov 25, 2019 |
Key People
Founding team and executive leadership
Altruist Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Carson Group | Series F |
| The Vanguard Group | Series B, Series C |
| Geodesic Capital | Series F |
| ICONIQ Capital | Series F, Series E |
| ICONIQ Growth | Series F, Series E |
| Salesforce Ventures | Series F |
| Government of Singapore | Series F |
Market signals
Structured signals derived from secondary market and firmographic data.
- May 1, 2026
Integrating AI-driven order management system 'Moment' into fixed income platform.
- May 1, 2026
Launched Altruist Advisors, an SEC-registered investment adviser.
Recent news
Latest coverage and updates
- launchesSep 1, 2026
Altruist launched AI financial planning agent on Aug 31st '26.
- has_valuationAug 27, 2026
Altruist had valuation of $1.9B on Jan 1st '25.
- has_valuationAug 27, 2026
Altruist had valuation of $4B on Jan 1st '26.
- launchesJul 27, 2026
Altruist launched high-yield cash product for advisors on Jul 1st '24.
- signs_new_clientJul 27, 2026
Altruist signed new client Civic Financial on Jun 12th '26.
Altruist Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Altruist's valuation, stock price, and market status.
Is Altruist a public or private company?
Altruist is a private company.
What is the current stock price of Altruist?
Altruist is a private company with no public stock price. Caplight tracks Altruist's secondary market activity and provides MarketPrice™ estimates to Caplight users.
How much is Altruist worth (valuation)?
Altruist's valuation is estimated at $1.9B based on funding round data.
Can I buy Altruist stock?
Altruist shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Altruist's last funding round?
Altruist's most recent funding round was Series F on April 22, 2025.
Who are the main investors in Altruist?
Key investors in Altruist include ICONIQ Capital, ICONIQ Growth, Government of Singapore, GIC Private Limited, Declaration Partners.
Will Altruist IPO soon?
No public IPO plans have been announced for Altruist.
How can I track Altruist secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Altruist's secondary market activity and sign up for updates.