Altruist - M&A Summary and Business Overview

Financial ServicesCompany

Altruist M&A Summary

Altruist has acquired 1 company, including 1 in the last 5 years.

Altruist has acquired in 1 US state. The Company’s most targeted sectors include financial services (100%).

Altruist Business Overview

Where is Altruist headquartered?

Altruist is headquartered in Culver, California.

What sector is Altruist in?

Altruist is a financial services company.

When was Altruist founded?

Altruist was founded in 2018.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

Altruist

Altruist Financial LLC

3030 S La Cienega Blvd.,
Culver, California 90232
United States,
(888) 510-4660
www.altruist.com

Altruist is a custodian for independent RIAs. Altruist combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing all in one streamlined solution. Altruist was founded in 2018 and is based in Culver City, California.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # - - - - 1 - 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
Shareholders Service Group 2023-03-15 - Add-on Acquisition
San Diego, California · www.ssginstitutional.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  California 1 - - -
Total 1 - - -

Company Summary

SECTOR

Financial Services

Established

2018

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