Private company · employee equity guide
What is Altruist stock worth?
Altruist is the platform of choice for RIAs who want better outcomes, responsive service, lower fees, and more time to do the real work of advising clients. We offer intuitive software for account opening, trading, reporting, billing, and over 22 integrations, empowering advisors of all sizes to grow and scale client-centric practices. Since launch in 2018, we’ve grown to the third-largest custodian by advisors served, with nearly 5,000 advisors trusting us to safeguard client assets.
Estimated share price
Altruist has an observed estimated price: most recent data 2026-09-15, daily history back to 2024-05-09.
Estimated from live trades and accepted bids across employer liquidity programs, institutional trades, broker trades, and pre-IPO marketplaces. Private shares are illiquid and transfer-restricted; estimates are educational, not an offer or advice. The preview above is blurred and illustrative. How this is calculated
About Altruist
- Employees
- 293
- Founded
- 2018
- Industry
- Financial Services
- Website
- altruist.com
Weighing a Altruist offer?
Upload the offer letter to see what the equity is approximately worth at today's estimated price. No account needed.
X-ray an offerLeaving Altruist? Mind the window.
If you hold options, leaving usually starts a post-termination exercise clock, often 90 days. Miss it and vested options can expire worthless; exercise blindly and you may owe real money (including possible AMT) on shares you can't yet sell. Neither panic nor autopilot is a plan. Knowing your window, your exercise cost, and the current estimated price is.
Altruist in the last 12 months
- 1 shutdown or distress
Covered by 10 distinct publications since 2021-02-13.
Who founded Altruist
Jason Wenk
Altruist news timeline
- NCLAT junks Reliance Realty's plea for insolvency against Altruist Customer Management2026-03-10Shutdown or distressthehindubusinessline.com
- RIA custodian Altruist valued at over $1.5 bln in latest funding round2024-05-02Funding roundfinance.yahoo.com
- Altruist's Hazel is already displacing older tech despite early bugs, users say2026-02-18citywire.com
- Meet Hazel, the AI tool that sparked a stock market selloff2026-02-18livemint.com
- Altruist saw record traffic after launching AI tax tool, COO says2026-02-12citywire.com
- US stock market | Wall Street’s new trade is dumping any stock in AI’s crosshairs2026-02-11economictimes.indiatimes.com
- After insurance and tech stocks, these shares become the next AI casualty2026-02-11cnbctv18.com
- Altruist rolls out AI-enhanced tax planning2026-02-10citywire.com
- Financials Down as Altruist AI Tool Weighs on Wealth Advisers - Financials Roundup2026-02-10marketscreener.com
- LPL, Schwab and RayJay shares tumble as Altruist rolls out AI tax tool2026-02-10citywire.com
- Custodian Altruist rolls out structured products for RIAs2026-01-12citywire.com
- Altruist Breaks the $2,000 Barrier for Direct Indexing2022-04-20barrons.com
Altruist equity, answered plainly
Is Altruist a public company?
No. Altruist is privately held, which is exactly why its share price doesn't show up in your brokerage app. The company (founded in 2018, operating in financial services, with roughly 293 employees) remains private even at that scale. Its shares still change hands between eligible buyers and sellers on the secondary market, producing an observable estimated price.
What is Altruist's stock price?
Altruist has an observed estimated share price from secondary-market activity, updated as new data is observed. Its observed price history runs back to 2024-05-09. ExitCue members see the current estimate and its full history free, along with what their own grants are approximately worth at that price.
Can you sell Altruist stock before an IPO?
Sometimes. Private-share sales depend on Altruist's transfer restrictions, rights of first refusal, and whether the company runs tender offers or permits secondary sales. Your grant documents and the company's policies govern, but "hard to sell today" is not the same as "worth zero."
What happens to my Altruist options if I leave?
Most option grants have a post-termination exercise window, commonly 90 days, sometimes longer, after which unexercised options expire worthless. The exact terms are in your grant documents. ExitCue reads those documents, tracks the deadline, and reminds you before the window closes.
How much is my Altruist equity worth?
Multiply what you hold by the estimated share price, separating vested from unvested, and netting out strike prices for options. That's precisely the arithmetic ExitCue does for you, continuously, at the current observed estimate. It's an educational estimate, not a guarantee, and a far better anchor than the $0 the internet suggests.
What's the difference between Altruist's 409A valuation and what its shares trade at?
The 409A is a tax-compliance appraisal, usually conservative, used to set option strike prices. Secondary-market pricing reflects what buyers and sellers actually agree to. The two frequently differ, which is why evaluating an offer on the 409A alone undersells (or oversells) it.
When will Altruist IPO?
Unless Altruist has publicly announced a listing, nobody knows, including the people who sound confident on forums. The practical upside of secondary markets is that you don't have to wait for an IPO to know approximately what the shares trade at.
Do my unvested Altruist RSUs count for anything?
Unvested equity isn't yours yet, but it has an estimable value and a schedule. Seeing vested and unvested value separately, in dollars at the current estimated price, turns "some RSUs" into a number you can plan around.
General educational information, not advice about your specific situation. Grant terms vary; your documents govern.
Work out what your Altruist equity is worth
These calculators take your own numbers and need no account.
- Option exercise costShares times strike: what exercising would cost, plus the estimated spread from your own value estimate.
- Vesting scheduleYour upcoming vest dates and cumulative vested shares from your start date, cliff, length, and frequency.
- Private stock scenarioEstimated value of your equity at low, mid, and high per-share scenarios you choose yourself.
New to this? Learn explains grant types, vesting and cliffs, and where an estimated share price comes from — in plain language.
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