SS

Sumanth Sukumar

Chief Technology Officer

Altruist

San Francisco, California


Contact Information

Email
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LinkedIn

Company Information

Company
Altruist
Industry
financial services
Employees
760.0
Seniority
C suite
Annual Revenue
37500000.0
Total Funding
449500000.0
Latest Funding
Series E

Technologies

Salesforce Route 53 Gmail Google Apps StatusPage IO Amazon SES Typeform Appcues React Redux React Hubspot Zendesk Sprig CrazyEgg WordPress.org Facebook Widget DoubleClick Conversion Greenhouse.io Varnish Google Font API Google Maps FullStory Hotjar Bootstrap Framework YouTube Twitter Advertising Visual Website Optimizer The Trade Desk Linkedin Widget Bing Ads Mobile Friendly Google Dynamic Remarketing Google AdWords Conversion DoubleClick Facebook Custom Audiences Linkedin Login Linkedin Marketing Solutions Ambassador Google Maps (Non Paid Users) DoubleClick Floodlight Google Analytics Taboola Stripe Apache Facebook Login (Connect) Google Tag Manager Android Remote AI

Keywords

fintech ux transparency digital account management portfolio management fractional shares fee billing automated rebalancing model marketplace client experience ria custodian integrated reporting real-time data performance reporting clearing & custody digital acats client portal custom schedules live support automated fee billing scalable platform low-cost technology performance analytics investment research client onboarding practice management tools transparency in investing time-saving technology investment management customer relationship management risk management automation of processes high-touch support paperless onboarding industry-leading apy cost-effective solutions financial advisor software client engagement wealth management platform client satisfaction seamless integrations advisor experience personalized advice improved profitability efficient trading convenient access to accounts dynamic portfolio strategies support for independent advisors high-quality customer service robust financial tools business growth solutions easier transitions for rias financial custodian independent financial advisors registered investment advisors (rias) digital platform account opening commission-free trading cost efficiency streamlined operations compliance & security financial technology wealth management custodial services digital onboarding personalized investment strategies financial education younger investors fast-growing advisory firms customer support user-friendly interface operational tools finance technology information technology & services financial services crm sales enterprise software enterprises computer software b2b

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