Altruist Tech Stack

Custodian platform for RIAs with integrated trading, billing, and compliance.

Financial Services Culver City, California 201–500 employees Founded 2018 Privately Held

Altruist operates a fintech custodian serving registered investment advisors (RIAs), handling account opening, trading, reporting, and billing via a unified platform. The tech stack reveals infrastructure maturity (Kubernetes, AWS MSK, PostgreSQL, OpenSearch) paired with active AI integration (OpenAI, Langchain, Hugging Face, Anthropic) — currently focused on AI helpdesk agents and infrastructure resilience. Hiring is senior-heavy (9 of 16 roles) and concentrated in engineering and legal, reflecting simultaneous scaling of core platform reliability and regulatory complexity.

Tech Stack 27 technologies

Core StackOkta AWS Active Directory n8n Kubernetes Terraform AWS RDS CloudFront PostgreSQL Salesforce Java RAG Langchain OpenAI Hugging Face Anthropic OpenVPN YubiKey Google Apps Script Okta Workflows AWS EKS AWS MSK Aurora OpenSearch ElastiCache Spring Boot

Adoptingn8n Google Apps Script

ReplacingOpenVPN Okta Verify

What Altruist Is Building

◆Challenges

Free-to-paid conversion
Managing multi-program compliance
Insider trading oversight
Ai/ml transformation of infrastructure operations
Reliability security scalability of financial transactions
Aligning events with business goals
Measuring event roi
Scaling event processes
Enterprise vpn migration
Increasing user growth

▲Active Projects

Product compliance reviews for new launches
Third-party ria regulatory requests
Wsps and product compliance
Ai infrastructure for platform resilience
Broker-dealer and clearing platform infrastructure
Virtual programs
Regional hosted events
Altruist flagship hosted events
Ai helpdesk agent development
Build the growth function from the ground up

Hiring Activity

Accelerating15 roles · 15 in 30d

Department

Engineering

Legal

Product

Marketing

Operations

Ops

Sales

Seniority

Senior

Director

Manager

Principal

Staff

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About Altruist

Altruist is a custodian and clearing platform designed for RIAs who want lower fees, faster account operations, and integrated reporting without switching between multiple vendors. Founded in 2018 and based in Culver City, the company has grown to serve nearly 5,000 advisors. The platform handles core workflows — account opening, trading execution, portfolio reporting, and fee billing — along with 22+ third-party integrations to connect advisors' existing tech stacks. The company is a Member of FINRA and SIPC, and operates as a broker-dealer and clearing firm.

HeadquartersCulver City, California

Company Size201–500 employees

Founded2018

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Altruist use?

Java, Spring Boot, PostgreSQL, AWS (EKS, MSK, RDS, Aurora), Kubernetes, Terraform, OpenSearch, Okta, and integrations with Salesforce. Currently adopting n8n and Google Apps Script; migrating away from OpenVPN and Okta Verify.

How many advisors use Altruist?

Nearly 5,000 advisors use Altruist to safeguard client assets. The company is the third-largest custodian by advisors served since launching in 2018.

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How this profile is built

Altruist's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →

This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.