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Altruist (CA) Snapshot

3.5
based on 83 ratings

63% would recommend to a friend

avatar

Jason Wenk

55% approve of CEO

Mission We're making personalized independent financial advice better, more accessible, and more affordable.
Description Altruist is on a mission to make independent financial advice better, more affordable, and accessible.

We’ve built an all-in-one platform that reduces barriers for financial advisors to deliver great advice.

Our software makes advisors more efficient and gives them the freedom to charge less. This means clients pay less, make more, and gain confidence.

We want to help tens of millions of people have an amazing experience with their money by supporting thousands of financial professionals.

Altruist is headquartered in Venice Beach, California, with employees distributed across the country. Our leadership team brings extensive experience in growing companies from inception to significant disruption and IPOs. We’re dedicated to fostering a warm, supportive culture that celebrates positive impact and healthy growth.

Life at Altruist (CA)

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