Altruist

2 results about this entity

Period: 13 Apr 2023 - 02 May 2024

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Altruist lifts valuation to $1.5 billion on $169 million fund raise

Altruist, the modern custodian built for RIAs, today announced a $169M Series E round of funding led by ICONIQ Growth with participation from new investor Granite Capital Management, and continued support from existing investors Adams Street Partners and Sound Ventures.

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Altruist raises $112M Series D to take on Schwab and Fidelity in RIA market

Altruist, the modern custodian built exclusively for RIAs, today announced a new $112 million series D round of funding led by Insight Partners, new investor Adams Street Partners, and continued support from existing investors.