Altruist

07/25/2025

🚀 Milestone 🚀

Altruist now supports over 5,000 advisors.
We’re grateful to every firm who trusts us as their partner.

07/18/2025

Meet Nix Puri, a Product Marketer at Altruist who helps bridge the gap between what products at Altruist do, and why they matter. 

In his words: “The most interesting part of my job is turning complexity into clarity. There’s nothing better than landing the right message and seeing it drive real action.”

Discover more about Nix’s approach to storytelling, his strategic vision, and what keeps his role engaging and fulfilling.

06/28/2025

Alongside a new logo, color palette, photography, illustrations, and motion guidelines, a rebrand is a chance to plant a stake in the ground about what we believe. While we’ve said some version of this many times in different ways, it’s worth stating our worldview outright:

We believe the right relationships can build anything.

06/26/2025

Just like there’s no one-size-fits-all approach to advice, there’s no place for generic imagery in how we represent our brand. We’ll be showcasing the real individuals building and delivering on our mission, plus advisors in candid conversation and in casual settings that reflect the human side of wealth management.

06/17/2025

👀

10/04/2023

🥳 It’s a big moment for us at Altruist. We’ve been named to the CB Insights list, shining a light on the world’s most promising fintech companies. 🚀

A heartfelt thank you to our incredible community of advisors, investors, and peers for being a part of this journey. Together, we’re shaping the future of finance. 🌎🙌

https://tinyurl.com/4t92syj5

P.S. We're hiring 😎

Disclaimer: CB Insights Fintech 100: The most promising fintech startups of 2023. Inclusion in this publication/ranking does not imply future investment results or success. This ranking should not be considered an endorsement by any client.

The Fintech 100 is CB Insights' annual list of the 100 most promising private fintech companies in the world. This year’s winners are working on A2A payments, spend management automation, embedded finance, and more.

09/08/2023

🚀 We hosted .windle & team this week for a fireside chat at our Culver City HQ, digging into what matters most to him & his clients.

We're here to empower our advisors, enhancing their ability to serve their clients even better.

More to come!