Altruist
Altruist is seeking a Sales Executive to join its Client Development team, where you will build a deep understanding of the AI platform and position its capabilities to financial advisors. This role involves using consultative selling to build trust, educate advisors, and guide them through the buying process to acquire, retain, and expand business. You will also help create predictable, scalable growth by sharing advisor feedback and meeting sales service-level agreements.
Headquarters
Culver City, California, United States
Company Size
51-200 employees
Founded
2018
Altruist is a financial custodian and technology platform built for independent RIAs and wealth managers, positioning itself as a modern, lower‑cost alternative to legacy custodians. It combines custody and brokerage with integrated advisor tools — digital account opening, trading and rebalancing, billing, reporting, and APIs/integrations — so advisors can streamline operations and focus on client advice. Altruist emphasizes simple pricing, developer‑friendly integrations, and client‑facing workflows to reduce administrative friction and speed onboarding.
Ross Gerber's deal to sell Joe Duran a minority stake in his $4-billion RIA fell through, but he took Duran's advice to wean his company off LPL -- and gave Altruist the nod as 'primary custodian'
1 day ago
Altruist lays off 50 employees, but CEO says profitability is in sight
Oct 23, 2025
Sowell Management Embraces AI, Adds Altruist as Enterprise Custodial Partner
1 week ago
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Altruist.
Altruist Adds AI Tax Planning to Hazel Platform
1 month ago