The search term must be a minimum of 3 characters.

If you wish, you can further refine your search by also selecting the relevant marketplace, business need and resource type

Business Needs
Select Business Need
Resource Type
Select Search Type

Altoo

HQ Address

Zugestrasse 77, 6340 Baar, Switzerland

Website Address

altoo.io/

Relevant Regions

Connect with Altoo
Business introduction

Simplicity for complex wealth

Enabling wealthy individuals and their families to consolidate their entire worldwide assets and all relevant documents in a simple and intuitive way

The Altoo Wealth Platform empowers wealthy individuals and their families to consolidate and interact intuitively with their total wealth.

The solution goes beyond data aggregation and reporting. It is a secure digital home for total wealth, carefully designed to make daily use intuitive and help understand and manage the most important and complex aspects of wealth.

play Video
Video

Do you struggle to keep track of your net worth and financial performance?

09/02/2023

The Altoo wealth platform brings everything together in one place to provide you with clarity and 'simplicity for complex wealth...
play Video
Video

Learn About Altoo

Digital Platforms & Tools, Portfolio Build, Analysis & Reporting, Portfolio & Wealth Management Systems

21/09/2022

play Video
Video

Introducing Strategic Asset Allocation

16/06/2020

Business Overview

Founded in 2017, Swiss based wealth-tech company Altoo has developed a wealth aggregation software that has consistently been on a national and international road to success.

The software as a service platform was developed to enable users to save considerable time and effort in understanding and managing the most complex aspects of their global wealth. Altoo enables private wealthy individuals and their families to consolidate their entire worldwide assets and all relevant documents in a simple and intuitive way.

At Altoo, customer privacy is a top priority where trust and transparency are cornerstones of Altoo’s security systems which are a determining factor to win customers who look for simplicity but without compromise on security.

Successful client acquisition has enabled Altoo to expand its team, assisted by international growth with a client base now extending to over 20 different countries.

Altoo has impressively demonstrated how an innovative fintech company can grow in cooperation with traditional financial institutions by combining universal customer needs from their multiple banking and non-banking relationships.

Customers

Private Wealth Owners - to create an accurate overview of wealth and avoid manually combining data from various sources, thereby providing a reliable interface to total wealth - and designed to give peace of mind and trust for understanding the data in order to confidently make clear decisions from it.

Key Data

Year founded
2017
employees
11-50
offices
1
Type of Clients
  • Asset Managers
  • Digital Wealth Manager
  • End Private Clients
  • Family Offices
  • Financial Advisors

Altoo Solutions

Altoo For Private Wealth Owners

The Altoo Wealth Platform has been created from the ground up to alleviate problems and provide you with an intuitive interface to your total wealth. Designed to give you peace of mind that you trust and understand your data so that you can confidently make clear decisions from it. The platform......

business needs
Client type
client geography presence
view solution

Multi Family Offices

Increasing volatile financial markets combined with increasing client expectations are challenges all Multi Family Offices face. The traditional model of regular reviews with clients about wealth and strategy is becoming outdated as new generations demand a more modern approach, more transparency and access to information anytime and from everywhere.  There are plenty......

business needs
view solution

Single Family Offices

Always being on top of the family’s total wealth situation and underlying performances including fees paid and commissions takes a lot of resources. And this work is only the basis for all important and necessary strategic discussions and decisions that follow. The Altoo Wealth Platform can support you and your family office......

business needs
view solution

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.

Connect with Altoo

Send

Thanks for connecting with Altoo

We will inform Altoo of your interest and request that they connect with you.

Please sign up to see more

Sign up or login if a Wealth Manager

Register as a Solution Provider