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www.altruist.com

Altruist Stock

Company Profile:

Altruist Corp built an all-in-one platform that reduces barriers for financial advisors to deliver great advice. Advisors using Altruist can work more efficiently and substantially lower operating costs, enabling them to grow on their own terms and help more people.

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Altruist Funding

Sign up to gain insights into Altruist funding history, including the funding round, time period, and amount raised.

Sign Up to Unlock the Data
Date Financing Round Amount Price per share* Valuation*
Apr 22, 2025 Series F 152.00M
Price
Valuation
Jan 31, 2024 Series E 160.00M
Price
Valuation
Mar 17, 2023 Series D 111.64M
Price
Valuation
Nov 18, 2021 Series C 110.00M
Price
Valuation
May 19, 2021 Series B 50.00M
Price
Valuation
Jun 29, 2020 Series A 8.00M
Price
Valuation
Nov 21, 2019 Series A 8.46M
Price
Valuation

*Access the PPS, Valuation details, and a wealth of other data by signing up. Source: Nasdaq Private Market Tape D®

Leverage Your Equity to Help Achieve More.

Altruist Management Team

  • Chief Commercial Officer, COO

    Mazi Bahadori

  • Chief Product Officer

    Harpreet Ahluwalia

  • Board Member

    Nicholas Beim

  • Board Member

    Jonathan Rosenbaum

  • Founder, CEO

    Jason Wenk

Altruist Major Investors

  • Sound Ventures

  • Salesforce Ventures

  • ICONIQ Capital

  • Granite Capital Management

  • Declaration Partners

  • Venrock

  • Baillie Gifford

  • GIC Special Investments

  • Adams Street Partners

  • Insight Venture Partners

  • Geodesic Capital

  • Vanguard Ventures

  • Carson Family Office

Learn More About Altruist Stock

Buy Altruist Stock
01

Altruist stock does not trade on public stock exchanges. Altruist stock is considered a private security and you need to be an accredited investor to trade shares. To invest in Altruist stock you can either buy shares directly through the company or work with a secondary trading marketplace like Nasdaq Private Market.

Learn more about the secondary market for private company shares on the investors page.

Sell Altruist Stock
02

Altruist Stock does not trade on public stock exchanges. In order to sell Altruist shares you need to work directly with the company or with a secondary trading marketplace like Nasdaq Private Market. NPM has more than a decade of experience helping sell shares on the private market to our network of institutional investors.

Learn more about NPM services for selling privately held stock on the Employee Shareholders page.

Read more about how to sell private company stock on the private secondary market:

Altruist Stock Price
03

Altruist does not have a publicly available stock price because it is privately held and not traded on public stock exchanges. Through the Tape D™ database from Nasdaq Private Market, you can view Altruist share price and other valuable private market data.

Read more about secondary market private company stock prices:

Altruist Stock Ticker Symbol
04

There is no ticker symbol for Altruist stock because it is a private company. Private companies do not have ticker symbols like public companies, they are identified primarily by using the company ‘street’ name or legal name.

Criteria to Sell Altruist Stock
05

Nasdaq Private Market currently works with employees, ex-employees, and other company investors. In order to sell Altruist stock you need to receive the company’s approval, which Nasdaq Private Market manages on your behalf.

Learn more about selling privately held stock on the Employee Shareholders page.

Read more about how to sell shares of a private company and eligibility for selling privately held stock:

Criteria to Buy or Invest in Altruist Stock
06

Currently, Nasdaq Private Market only works with accredited entities and institutional investors to purchase private company stock. In order to invest in Altruist stock, you need to be an accredited entity or institutional investor.

Learn more about the Nasdaq Private Market tool kit for investors on the Investor Trading page.

Altruist Stock Settlement
07

Once you buy or sell, stock share ownership must transfer before funds are wired. With Nasdaq Private Market, clients leverage our patent-pending Transfer and Settlement technology which streamlines and manages transfer activity from match to settlement.

To learn more about private company stock Transfer and Settlement, check out the Transfer and Settlement page.

Altruist IPO
08

Altruist is a private company and has not had an IPO. There is currently no Altruist IPO price. Get started to begin exploring the Nasdaq Private Market Tape D™ database and gain access to actionable data related to Altruist IPO.

Learn more about Tape D™ private company stock data for institutional investors on the on the Tape D™ Product Page.

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*All trademarks are the property of their respective owner(s). Unless expressly stated otherwise, companies listed on this site are not sponsoring, endorsing, or otherwise affiliated with, Nasdaq Private Market, LLC, and none of the statements on this website should be attributed to a listed company.

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Source: Nasdaq Private Market Tape D®