Altruist
fund manager
sector
Technology and Software
geography
North America
Vintages
status
Portfolio
category
#Innovative

Altruist

Co-invested company
Based in Los Angeles, Altruist is a fintech dedicated to making investment management simpler, more transparent and accessible to all.
Illustration of Altruist, one of the Private Equity manager's portfolio companies. Insight Partners

Altruist key figures

+ 150%
increase in revenues generated for customers
+ 1800
customer wealth management advisors
+ 550
employees
2020
year established
Data at
4/10/24
*Source: Public data from company websites and social networks. For the most up-to-date information, we invite our investors to consult the reports available in their own space.

About Altruist

Altruist aims to democratize investing by offering powerful tools to help more than 1,800 financial management advisors better meet their clients' needs.

The company offers an intuitive user experience and advanced features such as automated portfolio management, reduced costs and fees, and integrated financial planning tools. Enabling its customers to increase their generated revenues by over 150%, Altruist enjoys a solid foothold in a relatively new and fast-growing market.

Today, with over 550 employees, Altruist is a leader in the digital wealth management sector, offering innovative, game-changing solutions for advisors and investors alike.

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