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Altruist Raises $169M Series E to Set a New Standard in Wealth Management

May 3, 2024 Craig Etkin

The new round of funding values the financial technology company north of $1.5B, on the heels of 550% YoY revenue growth and tripling AUM for a second consecutive year May 02, 2024 06:00 AM Pacific…

Altruist has filed a notice of an exempt offering of securities to raise $112,000,000.00 in New Equity Investment.

According to filings with the U.S. Securities and Exchange Commission, Altruist is raising $112,000,000.00 in new funding. Sources indicate that as part of senior management Chief Executive Officer, Jason Wenk played a key role in…

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Altruist Raises $169M Series E to Set a New Standard in Wealth Management

May 3, 2024 Craig Etkin

Altruist has filed a notice of an exempt offering of securities to raise $112,000,000.00 in New Equity Investment.

June 13, 2023 Craig Etkin