# Altruist's pitch deck

> Altruist's pitch deck: 10 slides, and the funding round we observed afterwards.

Source: https://millionrounds.com/decks/altruist (Millionrounds; every figure on the page links to its filing or article)

**Altruist** Financial services 1 / 10 Read in the app

Pitch deck

# Altruist's *pitch deck*

The deck, and the round we watched Altruist raise afterwards, with the investors each report named.

Altruist is a digital-first custodian and wealth platform founded in 2018 by Jason Wenk, based in Culver City, California. The company focuses on serving independent Registered Investment Advisors (RIAs) and their clients, aiming to make financial advice more affordable and accessible. With a valuation of $1.5 billion, Altruist has become a significant player in the fintech space, serving nearly 5,000 advisors. The platform combines custody and technology into a single solution, offering features such as commission-free custody, fractional share trading, integrated portfolio accounting, and AI tools for automating research and workflow management. Altruist also provides a unified adviser workspace and over 22 integrations with third-party tools, enhancing operational efficiency for fiduciary advisors. The company's mission is to improve the quality and accessibility of independent financial advice, positioning itself as a modern custodian dedicated exclusively to the needs of RIAs.

10 slides 1.0MB US Financial services Asset management

Read the deck Free account. The deck belongs to Altruist, so reading it needs one; everything on this page is public.

What is in it

## The deck, slide by slide

Each slide by what it argues. 10 slides against a median of 13 across the 1,712 decks we hold.

*median*

- 1 **Cover**
- 2 **Vision**
- 3 **Product**
- 4 **Market**
- 5 **Solution**
- 6 **Product**
- 7
- 8 **Product**
- 9 **Team**
- 10 **Contact**

Cover Vision Product Market Solution Team Contact

What happened next

## $152M across 1 round

**1** rounds observed **$152M** reported in total **Apr 2025** first we saw **Apr 2025** most recent

- Apr 2025 Series F **$152M** [Adams Street Partners](https://millionrounds.com/fund/adams-street-partners)[Endeavor Catalyst](https://millionrounds.com/fund/endeavor-catalyst)[ICONIQ Growth](https://millionrounds.com/fund/iconiq-capital-2)[Insight Partners](https://millionrounds.com/fund/insight-venture-partners)[Salesforce Ventures](https://millionrounds.com/fund/salesforce-ventures)[Venrock](https://millionrounds.com/fund/venrock) Source recorded

[Everyone who backed Altruist](https://millionrounds.com/company/altruist)

1 / 10

The deck itself

## Read Altruist's full pitch deck

All 10 slides, each read for what it argues and set against the decks that raised at the same stage. The cover is shown here; the rest is read in the app.

Read the deck *→* Free account. The deck belongs to Altruist.

## Investors who claim them

Firms listing Altruist on their own portfolio page: the firm's own account rather than a round we watched. Weaker than an announcement, much stronger than a list somebody sold us.

[**Geodesic Capital** VC firm](https://millionrounds.com/fund/geodesic-capital)[**Bright Road Wealth Management** Wealth manager](https://millionrounds.com/fund/bright-road-wealth-management)[**Finley Wealth Advisors** Investment firm](https://millionrounds.com/fund/finley-wealth-advisors)[**Octant Ventures** VC firm](https://millionrounds.com/fund/octant-ventures)

## More decks

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[Browse all 1,712 decks](https://millionrounds.com/decks). We hold no record of where this file came from or on what terms. If it is yours and you would rather it were not here, [tell us](https://millionrounds.com/corrections?deck=altruist) and it goes.