Altruist

Provides independent financial advisors with an AI-driven, all-in-one RIA technology platform that integrates CRM, digital onboarding, investment management, tax planning and compliance

Series C · $200M · 2026-09 · Valuation $600M

AI wealth adviser (RIA) for mass-affluent investors monitoring investments, cash, tax and debt; free base tier, Pro at $20/month

Provides portfolio management tools for wealth management professionals

Series D+ · $230M · 2025-05

API infrastructure for securities trading, custody and back-office operations for banks, brokerages and wealth management firms

Undisclosed · $235M · 2026-03

Digital fund operations infrastructure for alternative investment funds, unifying fund accounting, transfer agency, compliance, corporate governance and portfolio management in one data layer

Undisclosed · $47M · 2026-09

AI analysis of over 90% of global securities trades, turning complex market data into readable reports in multiple languages

Undisclosed · $21M · 2024-04

All-in-one SaaS (WealthPro) for independent financial advisers and wealth management firms, with AI voice-to-KYC and smart document scanning

Series B · $25M · 2026-09

Integrated digital mortgage platform: online rate comparison and direct lending for homebuyers, white-label mortgage technology for financial institutions

Series D+ · 2026-06 · Valuation $1.1B

AI that helps investment managers make portfolio construction, asset allocation, risk management and security selection decisions.

Undisclosed · $15M · 2024-11