Altruist is the platform of choice for RIAs who want better outcomes, responsive service, lower fees, and more time to do the real work of advising clients. We offer intuitive software for account opening, trading, reporting, billing, and over 22 integrations, empowering advisors of all sizes to grow and scale client-centric practices. Since launch in 2018, we’ve grown to the third-largest custodian by advisors served, with nearly 5,000 advisors trusting us to safeguard client assets.
| Website | https://www.altruist.com |
| Revenue | $52.5 million |
| Employees | 906 (356 on RocketReach) |
| Founded | 2018 |
| Address | 3030 S La Cienega Blvd, Culver City, California, US |
| Technologies |
JavaScript
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+54 more
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| 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 |
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Altruist Questions
The Altruist annual revenue was $52.5 million in 2026.
Jason Wenk is the Founder and CEO of Altruist.
356 people are employed at Altruist.
Altruist is based in Culver City, California.
Top Altruist Employees
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Jason Wenk
Founder and CEO at Altruist
Los Angeles, CA, US35+ -
Nimesh Patel
President, Altruist Advisors at Altruist
Manhattan Beach, CA, US25+ -
Amit Miglani
Chief Financial Officer at Altruist
Chicago, IL, US33 -
Harpreet Ahluwalia
Chief Product Officer at Altruist
Los Angeles, CA, US35 -
Rich Rao
Chief Business Officer at Altruist
Los Altos, CA, US55+ -
Dan Skiles
VP of Advisor Relationships at Altruist
San Diego, CA, US35+ -
Robert Mennow
Vice President of Sales at Altruist
Texas, United States15+ -
Michelle Shotts
VP of Customer Success at Altruist
Santa Monica, CA, US24 -
Devin Sullivan
Deputy General Counsel at Altruist
California, United States22 -
Piret Loone
General Counsel and Corporate Secretary at Altruist
California, United States25+
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