Altruist
PrivateLast Round
Series F
Apr 22, 2025
Est. Valuation
$1.9B
Total Funding Raised
$601.5M
Momentum
Top 10%
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% |
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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 |
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Secondary Market Activity
Bids, offers, and trades by month
| Operation | Date | Price | Size | Share Class | Structure |
|---|---|---|---|---|---|
OFFER |
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Key People
Founding team and executive leadership
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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 |
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Market signals
Structured signals derived from secondary market and firmographic data.
- Oct 7, 2026
AI engine for wealth management, Hazel, to launch September 2025.
- Sep 8, 2026
Launching and scaling Margin and Options for its custodian platform.
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Recent news
Latest coverage and updates
- partners_withOct 6, 2026
In Oct '26, Altruist and Endaoment partner to make advisor-managed donor-advised funds available directly in the platform advisors use, including contributions, grant recommendations, and investment portfolios.
- launchesOct 5, 2026
Altruist added donor-advised funds to its platform, enabling advisors to open, fund, invest in and manage charitable vehicles for clients in minutes without a separate system, on Oct 5th '26.
- launchesSep 1, 2026
Altruist soft-launches an AI financial planning agent within its Hazel AI platform in Sep '26, generating comprehensive plans within minutes across retirement, investment, cash flow, estate, tax, insurance, and risk planning for firms regardless of their custody arrangements.
- has_valuationAug 27, 2026
Altruist carries a $1.9B post-money valuation from early 2025.
- has_valuationAug 27, 2026
Reports suggest a deal values Altruist at $4B.
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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.
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Frequently 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, so its shares have no public market price. Caplight tracks Altruist's secondary market activity and provides MarketPrice™ estimates of its share price 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.
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 in Altruist's shares on secondary markets.