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Strategic Partnerships Altruist has been forming strategic partnerships with industry players, such as LaSalle Vaughn, OIC Advisory LLC, and Redtail Technology. Leveraging these partnerships can open up avenues for collaboration and cross-selling opportunities.

Expansion into New Offerings Altruist's recent launch of digital fixed-income trading and its proprietary self-clearing platform, Altruist Clearing, indicate a focus on expanding service offerings. Identifying prospects interested in these innovative solutions can lead to successful sales engagements.

Financially Robust With a Series E funding of $169M and revenue ranging from $10M to $50M, Altruist exhibits financial stability and growth potential. Targeting prospective clients looking for reliable and well-funded partners can result in mutually beneficial business deals.

Leadership Expansion The addition of key personnel like LaSalle Vaughn as Chief Compliance, Ethics, and Risk Officer and Yoonkee Sull as a general partner signifies Altruist's commitment to bolstering its leadership team. Engaging with companies undergoing leadership changes can present opportunities to introduce Altruist's services.

Tech-Driven Offerings Altruist's tech stack includes notable tools like Spring Boot, Zoom, and HubSpot, showcasing a technology-driven approach. Prospects seeking advanced technological solutions in the financial services sector may find Altruist's offerings appealing, making them potential targets for sales outreach.

Similar companies to Altruist

Altruist Tech Stack

Altruist uses 8 technology products and services including Twitter Ads, Taboola, Spring Boot, and more. Explore Altruist's tech stack below.

  • Twitter Ads
    Advertising
  • Taboola
    Advertising
  • Spring Boot
    Frameworks And Libraries
  • Kaseya
    IT Service Management
  • HubSpot
    Marketing Automation
  • Priority Hints
    Performance
  • Ambassador
    Referral Marketing
  • Zoom
    Web Conferencing

Altruist's Email Address Formats

Altruist uses at least 1 format(s):
Altruist Email FormatsExamplePercentage
First.Last@altruist.comJohn.Doe@altruist.com
90%
FLast@altruist.comJDoe@altruist.com
6%
First@altruist.comJohn@altruist.com
3%
First.Middle@altruist.comJohn.Michael@altruist.com
1%

Frequently Asked Questions

Where is Altruist's headquarters located?

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Altruist's main headquarters is located at 3030 S La Cienega Blvd Culver City, California US. The company has employees across 6 continents, including North AmericaAsiaSouth America.

What is Altruist's official website and social media links?

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Altruist's official website is altruist.com and has social profiles on LinkedIn.

How much revenue does Altruist generate?

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As of November 2024, Altruist's annual revenue reached $15M.

What is Altruist's NAICS code?

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Altruist's NAICS code is 52 - Finance and Insurance.

How many employees does Altruist have currently?

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As of November 2024, Altruist has approximately 756 employees across 6 continents, including North AmericaAsiaSouth America. Key team members include Chief Operating Officer: M. B.Chief Financial Officer: M. G.Chief Compliance, Ethics & Risk Officer: L. V.. Explore Altruist's employee directory with LeadIQ.

What industry does Altruist belong to?

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Altruist operates in the Financial Services industry.

What technology does Altruist use?

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Altruist's tech stack includes Twitter AdsTaboolaSpring BootKaseyaHubSpotPriority HintsAmbassadorZoom.

What is Altruist's email format?

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Altruist's email format typically follows the pattern of . Find more Altruist email formats with LeadIQ.

How much funding has Altruist raised to date?

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As of November 2024, Altruist has raised $169M in funding. The last funding round occurred on May 02, 2024 for $169M.

When was Altruist founded?

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Altruist was founded in 2018.
Altruist

Altruist

Financial ServicesCalifornia, United States501-1000 Employees

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 

Altruist Financial LLC, Member FINRA/SIPC

Section iconCompany Overview

Headquarters
3030 S La Cienega Blvd Culver City, California US
NAICS Code
52 - Finance and Insurance
Founded
2018
Employees
501-1000

Section iconFunding & Financials

  • $169M

    Altruist has raised a total of $169M of funding over 6 rounds. Their latest funding round was raised on May 02, 2024 in the amount of $169M.

  • $10M$50M

    Altruist's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $169M

    Altruist has raised a total of $169M of funding over 6 rounds. Their latest funding round was raised on May 02, 2024 in the amount of $169M.

  • $10M$50M

    Altruist's revenue is in the range of $10M$50M

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