Altruist Information

View Top Employees from Altruist

Altruist is the tech-forward wealth platform and custodian built for independent advisors. Run your firm your way with an AI-forward custodian that brings account opening, trading, portfolio management, billing, and reporting together in one place. Since launching in 2018, we’ve helped 6,000+ advisors make financial advice better, more affordable, and more accessible to everyone.

Website	https://altruist.com/
Revenue	$52.5 million
Employees	371 (371 on RocketReach)
Founded	2018
Address	3030 S La Cienega Blvd, Culver City, California, US
Phone	+1 317-547-3041
Technologies	JavaScript , HTML , PHP +54 more (view full list)
Industry	Financial Services, FinTech, Financial Software, Fintech, Other Financial Services, UX, Transparency
Keywords	Ria, Financial Advisor, Financial Services, Technology, Investment Management, Automated Trading, Portfolio Management, Wealth Management, Account Opening, Investment Technology, Compliance Software, Trading Platform, Reporting Tools, Financial Technology, Customer Service, Bill Pay, Client Portal
Competitors	Fidelity Investments, Schwab Advisor Services, Merrill Edge, SoFi, Robinhood, Betterment, Wealthfront, Acorns, Stash, Motiv Capital Ltd +44 more (view full list)

Altruist Questions

What is the annual revenue of Altruist?

The Altruist annual revenue was $52.5 million in 2026.

Who is the Founder and CEO of Altruist?

Jason Wenk is the Founder and CEO of Altruist.

How many people are employed at Altruist?

371 people are employed at Altruist.

Where is Altruist based?

Altruist is based in Culver City, California.

Top Altruist Employees

Jason Wenk

Founder and CEO at Altruist

Los Angeles, CA, US
3
- att.net
- gmail.com
- altruist.com
5+
- +1 616-617-XXXX
- +1 616-844-XXXX
- +1 616-226-XXXX
- +1 616-450-XXXX
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- +1 616-844-XXXX
Nimesh Patel

President, Altruist Advisors at Altruist

Manhattan Beach, CA, US
3
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- hotmail.com
- altruist.com
5
- +1 312-735-XXXX
- +1 281-773-XXXX
- +1 312-236-XXXX
- +1 312-905-XXXX
- +1 312-448-XXXX
Amit Miglani

Chief Financial Officer at Altruist

Chicago, IL, US
3
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- altruist.com
3
- +1 312-282-XXXX
- +1 312-474-XXXX
- +1 312-808-XXXX
Harpreet Ahluwalia

Chief Product Officer at Altruist

Los Angeles, CA, US
2
- gmail.com
- altruist.com
5
- +1 818-660-XXXX
- +1 408-316-XXXX
- +1 510-799-XXXX
- +1 203-507-XXXX
- +1 510-851-XXXX
Rich Rao

Chief Business Officer at Altruist

Los Altos, CA, US
5
- yahoo.com
- gmail.com
- googlemail.com
- altruist.com
- google.com
5+
- +1 512-799-XXXX
- +1 617-864-XXXX
- +1 512-343-XXXX
- +1 650-265-XXXX
- +1 512-338-XXXX
- +1 512-651-XXXX
Michelle Shotts

VP of Customer Success at Altruist

Santa Monica, CA, US
2
- gmail.com
- altruist.com
4
- +1 310-309-XXXX
- +1 310-782-XXXX
- +1 310-367-XXXX
- +1 310-309-XXXX
Dan Skiles

VP of Advisor Relationships at Altruist

San Diego, CA, US
3
- gmail.com
- comcast.net
- altruist.com
5+
- +1 858-603-XXXX
- +1 858-386-XXXX
- +1 415-636-XXXX
- +1 858-603-XXXX
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- +1 303-703-XXXX
Robert Mennow

Vice President of Sales at Altruist

Texas, United States
1
- altruist.com
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- +1 623-687-XXXX
- +1 480-262-XXXX
- +1 602-405-XXXX
- +1 508-655-XXXX
- +1 928-526-XXXX
- +1 424-259-XXXX
Devin Sullivan

Deputy General Counsel at Altruist

California, United States
2
- gmail.com
- altruist.com
2
- +1 218-233-XXXX
- +1 617-501-XXXX
Piret Loone

General Counsel and Corporate Secretary at Altruist

California, United States
1
- altruist.com
5+
- +1 312-280-XXXX
- +1 650-312-XXXX
- +1 212-210-XXXX
- +1 212-922-XXXX
- +1 212-382-XXXX
- +1 212-210-XXXX