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ALTRUIST

HQ - Culver City, California

Summary

Altruist is a developer of a digital investment platform designed to help financial advisors serve their clients. .

Deals Overview

Total Deals4

Valued Deals4

Total Value£ 376 M

Avg. Deal Size£ 94 M

Market Context

Senior Management

Harpreet Ahluwalia
Chief Product Officer

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19 May 2021|United States|Digital Services

Target: ALTRUIST

Bidder: INSIGHT PARTNERS LLC

5 Service Providers

1 Target | 4 Bidder

6 Dealmakers

1 Target | 5 Bidder

£ 36 M

Value

12 Apr 2023|United States|Digital Services

Target: ALTRUIST

Bidder: INSIGHT PARTNERS LLC

6 Service Providers

2 Target | 4 Bidder

7 Dealmakers

3 Target | 4 Bidder

£ 90 M

Value

02 May 2024|United States|Digital Services

Target: ALTRUIST

Bidder: ICONIQ CAPITAL

5 Service Providers

2 Target | 3 Bidder

4 Dealmakers

2 Target | 2 Bidder

£ 135 M

Value

22 Apr 2025|United States|Digital Services

Target: ALTRUIST

Bidder: SALESFORCE VENTURES

5 Service Providers

2 Target | 3 Bidder

5 Dealmakers

2 Target | 3 Bidder

£ 113 M

Value

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