Altruist
Altruist is a fintech platform that provides custodial, trading, portfolio accounting, and client reporting software for registered investment advisors (RIAs). The company combines a modern brokerage and custody infrastructure with an integrated advisor portal and client-facing app to help RIAs open accounts, manage portfolios, and bill for their services more efficiently. It generates revenue through asset-based fees and related advisor platform services.
- Wealth & Investment Software
- Payment Processing
- Revenue
- $60.0M
- Employees
- 450
- Founded
- 2018
- Headquarters
- Los Angeles, United States of America
What 6 Arbolus experts think of Altruist
Analysis of NPS distribution indicates a bimodal pattern, with scores clustering at both the high end (two 10s, two 8s, one 6) and one outlier at 5. Renewal intent skews positive, with two customers committing to renew, two unsure, and only one indicating a decision not to renew. Stickiness is strong, as five of seven respondents report more than one year on the platform, reflecting long-term engagement. Key themes are high satisfaction among established, high-spend customers, and uncertainty or exit risk tied to lower spend, pilot-stage users.Overall Customer Sentiment: Positive
Who reviewed Altruist
- C-Suite 83% (5)
- Manager 17% (1)
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Sentiment
0 Net Promoter Score, from 6 scored reviews- Promoters 2
- Passives 2
- Detractors 2
Cumulative NPS by month
+0 over 4 months- Oct 8
- Apr 6
- May 7
- Apr 8
Net Promoter Score across 1 reviews, accumulated up to each month. Category median 0 across 1 companies.
Written answers and themes publish with the full report.
Renewal intent
Plan to renew 40%Plan to renew, by seniority
- 25% 4 answers
- 100% 1 answer
- 9/10 Average score from customers who will renew
- 7/10 Average score from undecided customers
- 5/10 Average score from customers not renewing
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