About AltruVista
AltruVista is a Financial Services company based in Houston (United States) founded in 2009 by Ali Nasser, and was acquired by Sequoia Financial Group in April 2024. Provider of investment management services. The company has 7 employees. Its chief executive, as recorded, is Ali Nasser. AltruVista offers products and services including Asset Management, Wealth Planning, and Family Office Services. Its focus areas include Asset Management and Diversified. Its legal entity is ALTRUVISTA LLC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
AltruVista offers Asset Management, Wealth Planning, Family Office Services while focusing on offering financial products and advice, managing assets, and diversified. Provider of investment management services. Delivering reliable solutions, it emphasizes quality, efficiency, and meeting diverse client needs. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters Houston, United States
- Employees 7
- Founders Ali Nasser
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website altruvistawealth.com
- Social LinkedIn X Facebook
- Acquired by Sequoia Financial Group (Apr 2024)
- Legal Name Altruvista Llc
- Investors
- Employee Count7
- Acquired bySequoia Financial Group
(Apr 2024)
Products & Services of AltruVista
AltruVista offers a comprehensive portfolio of products and services, including Asset Management, Wealth Planning, and Family Office Services.
Manages investments to help clients achieve long-term financial objectives.
Provides estate and retirement planning for individuals and families.
Offers specialized support for ultra-high-net-worth clients.
Investors in AltruVista
AltruVista has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Sequoia Financial Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Diversified asset management services are offered to clients. | 1991 | sequoia-financial.com | Akron, United States |
Investor details for AltruVista
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People of AltruVista
1 people are tracked at AltruVista (1 in leadership); the tracked headcount is 7.
| Name | Role | Group |
|---|---|---|
Ali Nasser | Founder & CEO | Leadership |
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Timeline of AltruVista
2 dated milestones of AltruVista across 15 years, from founding to its latest funding, stage changes and deals.
- Founded AltruVista is founded.
- Exit Acquired by Sequoia Financial Group.
Competitors of AltruVista
AltruVista has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of AltruVista
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Top companies in Asset Management
3 companies that operate in the same segment as AltruVista (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Altruvista
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Frequently Asked Questions about AltruVista
AltruVista was founded in 2009.
AltruVista is headquartered in Houston, United States. It is registered at Houston, Texas, United States.
Ali Nasser is the CEO of AltruVista, as recorded in our data. They have also founded this company.
AltruVista has 7 employees.
AltruVista offers Asset Management, Wealth Planning, Family Office Services while focusing on offering financial products and advice, managing assets, and diversified. Provider of investment management services. Delivering reliable solutions, it emphasizes quality, efficiency, and meeting diverse client needs. It continues to evolve, meeting industry challenges with strategic approaches.
AltruVista's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
AltruVista offers Asset Management, Wealth Planning, and Family Office Services.
AltruVista has 1 investor. Key investors include Sequoia Financial Group.
AltruVista operates through Altruvista Llc.
Yes. AltruVista was acquired by Sequoia Financial Group in April 2024.