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Altruist Secures $50Mm To Grow Its All-In-One Platform For Modern Financial Advisors

May 19, 2021•over 4 years ago
Los Angeles

Description

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.

Company Information

Company

Altruist

Location

Los Angeles, California, United States

About

Altruist is a Los Angeles-based company on a mission to make financial advisors more efficient, more affordable, and accessible to more people. The team builds products to provide advisors cutting edge tools, and offers an investment platform that substantially lowers costs. As a completely digital brokerage, Altruist helps advisors provide their clients with a delightful experience with their money. Learn more at altruist.com and follow on Twitter @altruist.

FundzWatch™ Score

75
Medium Activity