Altruist Secures $50Mm To Grow Its All-In-One Platform For Modern Financial Advisors
Round Type
Funding Round
Culver CityFinancial ServicesDescription
Altruist, the all-in-one platform for modern financial advisors, today announced it has raised $50 million in Series B funding to make personalized financial advice less expensive, more efficient, and more inclusive. The round is led by global venture capital and private equity firm Insight Partners, with follow-on participation from Series A investor Venrock, as well as Vanguard, one of the world's largest investment management companies.
Quick answer
Altruist raised an undisclosed amount in a Funding Round round, dated May 19, 2021. Altruist is based in Culver City, California, United States.
- How much did Altruist raise?
- Altruist raised an undisclosed amount in a Funding Round round on May 19, 2021.
- What does Altruist do?
- Altruist is a company that aims to set a new standard in wealth management.
- Where is Altruist based and how big is it?
- Altruist is based in Culver City, California, United States. Fundz records about 341 employees.
- Who are the decision-makers at Altruist?
- Fundz holds 1 contact at Altruist. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
Who else raised in Financial Services around the same time
Companies in the same sectors as Altruist that raised within 45 days of this round, from Fundz verified event records.
- Preston Hollow Community Capital raised an undisclosed amount (Funding Round) on July 2, 2021.
- Stilt raised $12M on July 1, 2021.
- EVRY HEALTHCARE, INC. raised $7.3M on July 1, 2021.
- Clutch raised an undisclosed amount on July 1, 2021.
- Circle Internet Group, Inc. raised an undisclosed amount on June 30, 2021.
- Cambalt Solutions, Inc. raised $2.1M (Seed) on June 29, 2021.
Who to call at Altruist, and when
A new round usually means Altruist is about to hire and buy. The teams that reach out first get the meeting.
- An alert the day Altruist raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Altruist, from your own LinkedIn network
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Fundz sees it the moment Altruist raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Related People
Altruist raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.
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