AltruVista
AltruVista is a Houston-based wealth management firm founded in 2009 that provides financial advisory and retirement planning services to business owners, athletes, and individuals. It is a private firm with 11–50 employees.
- Company typePrivate
- Founded2009
- HeadquartersHouston, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
AltruVista firmographics
Firmographics- Name
- AltruVista
- Website
- https://altruvistawealth.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- AltruVista is a Houston-based wealth management firm founded in 2009 that provides financial advisory and retirement planning services to business owners, athletes, and individuals. It is a private firm with 11–50 employees.
- Ownership category
- akta.pro rank
AltruVista industry classification
Industry- Product category
- Wealth Management
- NAICS
- Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL)
- akta.pro secondary industry
- Digital/Hybrid Robo-Wealth & Retirement Advisory (FSAEABAK)
Keywords
Where AltruVista is headquartered
LocationHeadquarters
- HQ city
- Houston
- HQ country
- United States
- HQ region
- North America
Markets served
AltruVista business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
AltruVista product offering
Product offeringCore offering
AltruVista provides wealth management services tailored for business owners, professional athletes, and individuals in need of retirement planning. The firm offers personalized financial advisory and investment management solutions for these specialized client segments. The company's digital presence is currently inactive, with its domain parked by GoDaddy.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Services
Companies that use AltruVista
Customer profileIdeal customer profiles1 record
AltruVista technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AltruVista competitors and assessment
Company assessmentDirect peers
- Mercer Advisors: National RIA with strong concentration in serving business owners, retirees, and HNW clients, including integrated retirement plan advisory. Operates in the same niche verticals as AltruVista.
- SageView Advisory Group: Specialist RIA focused on retirement plan consulting and wealth management for corporate executives and business owners. Direct overlap with AltruVista's stated target segments.
- Creative Planning: Large national RIA serving business owners, executives, and HNW families with comprehensive wealth and retirement planning. Comparable service mix and target client profile.
- CAPTRUST: Large independent RIA with a strong retirement plan advisory practice for businesses and HNW individuals. Most directly comparable to AltruVista's combined wealth-management + retirement-plan offering.
- Mariner Wealth Advisors: National RIA serving HNW individuals, business owners, and athletes with comprehensive financial planning. Closely comparable service model and target clientele.
Regional players
- BOK Financial Private Wealth: Houston-based private wealth management division of BOK Financial, serving HNW individuals, business owners, and executives in the U.S. Southwest. Geographic overlap with AltruVista's Houston HQ.
- Tolleson Wealth Management: Texas-based multifamily office serving UHNW families, business owners, and executives. Strong regional competitor in the Houston/Dallas HNW market.
Broad incumbents
- Edelman Financial Engines: Large national wealth management and retirement-plan platform serving individuals and business owners. Comparable in retirement-plan-adjacent service offering at much greater scale.
- Fisher Investments: Large incumbent investment manager serving HNW and institutional clients. Represents the scaled, broad-market competitor that specialty RIAs like AltruVista compete against for HNW wallet share.
Emerging players
- Pillar Financial Advisors: Boutique RIA specializing in wealth management for professional athletes and entertainers. One of the few firms with comparable athlete-specific niche positioning.
Market position
Customer concentration
AltruVista social profiles
Digital presenceAltruVista financial estimates
Financial estimateRevenue estimate
Valuation estimate
AltruVista leadership team
Management profileNumber of profiles
AltruVista funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
AltruVista M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about AltruVista
What does AltruVista do?
AltruVista provides wealth management services tailored for business owners, professional athletes, and individuals in need of retirement planning. The firm offers personalized financial advisory and investment management solutions for these specialized client segments. The company's digital presence is currently inactive, with its domain parked by GoDaddy.
Is AltruVista a public or private company?
AltruVista is a private company. It is classified as unknown and is currently operating.
When was AltruVista founded?
AltruVista was founded in 2009. It employs 11 to 50 people.
Where is AltruVista based?
AltruVista is headquartered in Houston, United States, in the North America region.
Who are AltruVista's main competitors?
Direct peers on record are Mercer Advisors, SageView Advisory Group, Creative Planning, CAPTRUST and Mariner Wealth Advisors. Regional players are BOK Financial Private Wealth and Tolleson Wealth Management. Broad incumbents are Edelman Financial Engines and Fisher Investments. Pillar Financial Advisors is listed as an emerging player.
Does AltruVista have an API?
No public API is recorded for AltruVista.
What industry is AltruVista in?
AltruVista's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAL, Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes), with a secondary code of FSAEABAK, Digital/Hybrid Robo-Wealth & Retirement Advisory. Its NAICS code is 525 and its SIC code is 6199.