Altruist, founded in 2018, was acquired by Vanguard. Its last valuation is $4B, an acquisition figure. The equity is no longer independently traded.
One company valuation: $4B (acquisition), dated Aug 2026.
No funding round for Altruist has been disclosed yet.
Last valuation$4Bacquisition · Aug 2026
Salesforce Ventures
Geodesic Capital
Baillie GiffordCCarson Family OfficeIICONIQ GrowthSalesforce VenturesGeodesic CapitalBaillie GiffordAltruist is the AI-forward custodian and wealth platform for independent advisors, bringing account opening, trading, portfolio management, billing and reporting together in one place. More than 6,000 independent advisors run their firms on Altruist, and its AI platform Hazel draws on custodial data, CRM, email and notes to help advisors serve clients faster.
Jason Wenk founded Altruist in 2018 from a modest office in Culver City, California, after growing frustrated with the paper-heavy workflows and fees of traditional custodians.
Listed funds carry late-stage private names. A fund's latest schedule of investments shows whether it holds Altruist.
Often trade at a premium or discount to NAV.
Platforms match existing holders with buyers. Altruist availability at any moment is set by the holders.
High minimums, transfer approval, company right-of-first-refusal.
Valuations, rounds and IPO status for every company in the directory — Altruist included.
The closest fintech peers are on the competitors page.
The routes section explains what is realistically available for a company at this stage.
No. Altruist was acquired by Vanguard; its shares do not trade independently.
The last valuation is $4B (acquisition, Aug 2026).
Lead investors for each round are in the funding timeline.
Perpetual markets for stocks, gold, indices and pre-IPO names — settled on-chain, no wallet-to-exchange transfers.
