echoloc

Altruist Tech Stack

Custodian platform for registered investment advisors with integrated trading and reporting

Financial Services Culver City, California 51–200 employees Founded 2018 Privately Held

Altruist is a fintech custodian serving RIAs with Java/Spring/PostgreSQL backend and Kubernetes infrastructure, now building AI capabilities via RAG, Langchain, and partnerships with OpenAI and Anthropic. The tech roadmap signals a major product rearchitecture paired with early-stage AI feature development—a pattern typical of platforms transitioning from monolithic operations software to AI-assisted advisory workflows. Hiring is balanced across ops, sales, and engineering, with a notable compliance director role reflecting the regulatory intensity of custodian operations.

Tech Stack 12 technologies

What Altruist Is Building

Challenges

  • Rearchitecting product
  • Reducing technical debt
  • Integrating with users’ systems of record
  • Early-stage product ambiguity
  • State and federal guidelines compliance
  • Optimizing search and retrieval
  • Extracting structured and unstructured data
  • Ensuring compliance with irs standards
  • Managing cost basis discrepancies
  • Improving operational processes

Active Projects

  • Defining repeatable sales motion
  • Major rearchitecture of the product
  • Ai engine development
  • Turn early wins into proof points
  • Hazel gtm launches
  • Onboarding and lifecycle experiments
  • Metric dashboards
  • Scalable data pipelines
  • Abm program end-to-end
  • Integrated multi-channel campaigns

Hiring Activity

Steady25 roles · 9 in 30d

Department

Ops
5
Sales
5
Engineering
4
Marketing
4
Finance
2
Compliance
1
HR
1
Legal
1

Seniority

Senior
14
Mid
4
Manager
3
Director
2
Lead
1
Staff
1

Notable leadership hires: Sales Lead, Compliance Director

Company intelligence

Find more companies like Altruist by tech stack, pain points and active projects

Get started free

About Altruist

Altruist operates a custodian and trading platform for registered investment advisors. Founded in 2018, the company has grown to serve nearly 5,000 advisors and ranks as the third-largest custodian by advisor count in its segment. The platform consolidates account opening, trading, reporting, billing, and over 22 third-party integrations into a single interface. The company is headquartered in Culver City, California, is FINRA/SIPC member, and operates under state and federal financial regulation. Current operational focus spans product rearchitecture, sales motion repeatability, and AI engine development alongside compliance optimization.

HeadquartersCulver City, California
Company Size51–200 employees
Founded2018
Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Altruist use?

Java, Spring Boot, AWS, PostgreSQL, and Kubernetes form the core backend. The company is building AI capabilities using RAG, Langchain, OpenAI, Anthropic, and Hugging Face, with Salesforce and LinkedIn for CRM and sales workflows.

How many advisors does Altruist serve?

Nearly 5,000 advisors trust Altruist to safeguard client assets. The company is the third-largest custodian by number of advisors served.

Similar Companies in Financial Services

Other companies in the same industry, closest in size