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EquityFlow › Companies › Altruist

Altruist

Fintech · US

Custodial platform for Registered Investment Advisors.

Founders

Jason Wenk (United States · ♂) — A computer-science-trained advisor who grew FormulaFolios into one of the fastest-growing RIAs, he founded Altruist in 2018 to build a modern, low-cost custodian purpose-built for independent financial advisors.

Team & hubs

Funding history

Date	Round	Amount
May 2024	Series D Plus US fintech Altruist raised a $169M Series E led by ICONIQ Growth at a $1.5B valuation.	$169M

Investors

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Adams Street Partners ICONIQ Growth Sound Ventures

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