Company profile

Altruist

Altruist, founded in 2018 in Los Angeles, California, is a unicorn investment tech company providing AI-powered portfolio management and digital brokerage solutions for financial advisors. The company has raised a total of $602M, including a $152M Series F on April 22, 2025, backed by Baillie Gifford and Vanguard, reaching a $1.5B valuation. With 169 employees, Altruist enables advisors to manage goal-based savings, optimize taxes, and track expenses, leveraging AI to enhance portfolio insights and streamline client management across the wealth management ecosystem.

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Quick facts

Total funding: $602M
Valuation: $1.5B
Founded: 2018
Employees: 169

Notable investors

Baillie Gifford
Vanguard

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