AI in Wealth Management
Altruist
MilestoneAltruist·April 22, 2025

Altruist Raises $152M Series F Led by GIC, Valued at $1.9B to Expand RIA Custodian Platform

1.9B
Post-round company valuation in USD
Key figure from this development

AI Summary

  • Additional participants include Salesforce Ventures, Geodesic Capital, Baillie Gifford, Carson Family Office, and ICONIQ Growth.
  • 25% per the 2025 T3 Software Survey.
  • In 2024, Altruist launched new products including a high-yield cash account, automated tax management tools, and a digital fixed-income trading experience, achieving triple-digit growth in revenue, brokerage accounts, and advisors served.
  • The funding will support continued innovation, enterprise market expansion, and third-party trading integration enhancements.
AI-generated summary from source material · Always refer to the original source
USria independentadvisor productivitycustodian technologyria infrastructureventure fundingplatform expansion