Altruist
📍 Culver City, California, United StatesIndustry: Financial Services👥 ~500 Employees💰 Series E (2024-05-07)
About Altruist
Altruist is a technology-driven financial services company that provides a vertically-integrated custodial platform designed specifically for registered investment advisors (RIAs). They simplify and enhance advisors' operations with tools such as automated rebalancing, commission-free trading, and model marketplaces, among others. The company aims to empower RIA advisors to deliver better client outcomes efficiently and cost-effectively.
Detected Buying Signals (1)
#Marketing Software
Proof Snippet
The role is tasked with overseeing the setup, configuration, and management of marketing automation platforms (e.g., Chilipiper, HubSpot, WordPress, Outreach.io, Appcues, Amplitude, Tableau) and managing their integration with CRM systems like Salesforce, indicating a strong buying/implementation intent.
Detected: 4/12/2025View Original Source →