Altruist
Curated by SignalPortfolio management platform simplifying operations for Registered Investment Advisors.
About
Altruist is a portfolio management platform designed for Registered Investment Advisors (RIAs) within the fintech industry. The platform incorporates technology such as artificial intelligence and machine learning to assist wealth managers in refining investment strategies and improving client outcomes. It offers functionalities for account opening, trading, reporting, and billing, which aim to streamline operational processes. Altruist's objective is to simplify the technology requirements for financial advisors, enabling the automation of administrative tasks and potentially increasing profit margins. The platform is positioned as a comprehensive solution for RIAs, focusing on enhancing operational efficiency and client engagement through real-time analytics and insights.
Key facts
- Founded
- 2018
- Headquarters
- Culver City, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 12 products and services
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- Commercial model
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Contact
- Primary office
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Open roles
90 rolesSr Manager, Transfer of Assets (ACATS)
Dallas, TX · On-site · Volunteer
Director, Transfer of Assets (ACATS)
Dallas, TX · On-site · Volunteer
Senior Software Engineer, Cloud Infrastructure
San Francisco, CA · On-site · Volunteer
