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Secondary Marketplace / Trade Private Companies / Buy and Sell Altruist Stock

Altruist Stock

altruist.comFinTech / Capital MarketsFounded: 2018Funding to Date: $458.58MM

Altruist is a FinTech company that develops a commission-free digital investment platform. This company was founded by Jason Wenk in 2018 and is headquartered in Greater Los Angeles Area, CA. The platform is designed to help independent financial advisors grow faster, cut costs, eliminate paperwork, and delight their clients.

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Altruist investors also invested in these private companies

Insight Partners
Vanguard
Venrock

Team

Management Team

Nachiket Shiralka
Chief Technology Officer
Pete Dorsey
Chief Strategy & Revenue Officer
Jason Wenk
Founder & Chief Executive Officer
Zach Pentel
Chief Marketing Officer
Mazi Bahadori
Chief Operating Officer

Board Members

Nick Beim
Venrock
Jonathan Rosenbaum
Insight Partners
Jeff Horing
Insight Partners

Altruist stock FAQs

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Can you buy Altruist stock?

As Altruist is not publicly traded, purchasing its stock is not available to everyone. To buy the stock of a private company like Altruist, you must be an accredited investor. If you meet the accreditation criteria, you can register for Forge’s Secondary Marketplace to buy private market stock. If you are not an accredited investor, discover how to begin the process to potentially qualify for new investment opportunities.
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How to buy Altruist stock?

To invest in a private company like Altruist through Forge, you must first qualify as an accredited investor. (Learn more about the accreditation process.)
  1. Create a free account to access Forge’s marketplace.
  2. Express your interest in specific investments. Within Forge Markets, you will find detailed pricing and financing information for thousands of private companies.
  3. Throughout this process, a dedicated Forge Private Market Specialist will be available to address any questions you may have and to guide you seamlessly through each step of the transaction.
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Can you sell Altruist stock?

Yes, you may be able to sell your Altruist stock, subject to certain conditions. Forge can help you facilitate the sale of your stock in a manner that aligns with your needs and the company's interests. If you are looking for liquidity, register with us today to begin the process. A dedicated Forge Private Market Specialist will be available to address any questions you may have along the way.
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How to sell Altruist stock?

If you hold private company shares of - whether as an employee or an early investor - Forge can help you sell them.
  1. Create a free Forge account, this will give you access to Forge’s marketplace and to one of our experienced Private Market Specialist to answer any questions you might have.
  2. Indicate your interest to sell your Altruist stock on our platform.
  3. Work with your dedicated Private Market Specialist who'll help guide you through every step of the transaction.
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Is Altruist a public company?

No, Altruist is a privately held company and is currently not publicly traded on any stock markets including NYSE or NASDAQ.
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What is Altruist’s stock price?

Altruist is a privately held company and therefore does not have a public stock price. However, you may access Altruist’s private market stock price with Forge Data.
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What is Altruist’s stock ticker symbol?

Altruist does not have an official ticker symbol because this company is not currently publicly traded.
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Can institutional investors buy and sell private market stocks?

Yes. As one of the largest trading platform for the private market, Forge helps institutional investors seek liquidity as they buy and sell private stock for their portfolios or their clients. Our private market specialists have decades of experience working with institutional firms. Learn more or register today to get started.

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Los Angeles Business Journal 05/13/2024

Altruist Achieves Unicorn Status

After being valued at over $1.5 billion, Altruist reportedly achieved Unicorn status.
Reuters 05/02/2024

RIA custodian Altruist valued at over $1.5 bln in latest funding round

In a series E funding round led by ICONIQ Growth, Altruist raised $169 million.
San Francisco Business Times 08/11/2023

Startup Altruist plans to open San Francisco office as it scraps remote-first strategy

The article discusses Everbridge's acquisition of Techwan, a Swiss software company, to expand its critical event management (CEM) capabilities. The move will allow Everbridge to leverage Techwan's SAGA technology, which enhances situational awareness and incident response, thereby strengthening Everbridge's position in the CEM market.
Los Angeles Business Journal 04/17/2023

Altruist Raises $112 Million

Altruist, a custodian firm exclusively for Registered Investment Advisers, has raised $112 million in a series D funding round. The funds will be used to expand and improve the platform's features. This follows a series C funding round that raised $110 million in November 2021, bringing the company's total funding to approximately $290 million.
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Updated on: Jul 26, 2024

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