Headquartered in Baar, Switzerland, Altoo is a wealth-management fintech founded in 2017 and serving private clients, families and advisers in more than 20 countries. Its Altoo Wealth Platform is designed as a digital family office, consolidating financial data across banks, custodians and asset classes to provide a single, shared view of wealth. The award recognises how this approach supports clear and effective communication across increasingly complex wealth structures.
The WealthBriefing Swiss Awards are widely regarded as a benchmark across wealth management, private banking and fintech. The Client Communication category focuses specifically on how firms enable understanding and engagement through clarity of information, accessibility and thoughtful use of technology. Altoo’s recognition reflects how its platform is used in practice by clients and advisers who require reliable, shared visibility to support informed decision-making.
The Altoo Wealth Platform was developed in response to a common challenge in private wealth management: fragmented reporting spread across multiple institutions and formats. By consolidating this information into one environment, the platform allows clients, family members and advisers to reference the same data set. Reporting is structured to support both high-level oversight and detailed analysis, making it easier to move between summary views and underlying information.
This shared visibility plays a practical role in communication. When all stakeholders work from the same information, discussions become more efficient and aligned. Rather than reconciling different reports or interpretations, families and advisers are able to focus on decisions, planning and long-term objectives.
Insights from Altoo’s recent client survey illustrate how this translates into daily use. The survey found that the platform plays a central role in family office operations for many respondents. Clients consistently highlighted consolidated wealth views, intuitive navigation and clear reporting as key strengths. Several noted that the platform supports communication between family members and advisers, particularly in structures involving multiple entities or jurisdictions.
The survey also revealed strong client advocacy, with a significant proportion of respondents indicating they would be very disappointed without access to the platform. This level of reliance suggests that the platform has become embedded in how clients manage and discuss their wealth, rather than serving as a supplementary reporting tool. These findings align closely with the criteria for the Client Communication award, which focuses on enabling understanding rather than simply accelerating information flow.
Commenting on Altoo’s recognition, the publisher of WealthBriefing noted that Altoo’s recognition in the Client Communication category reflects its ability to use technology to support transparency and understanding for private clients and families.
For Altoo, the award builds on a track record of industry recognition. In 2023, the company was named by Forbes among the world’s leading digital family office software providers and was also selected as a Top 5 Growth Start-up at the Swiss FinTech Awards. Together, these acknowledgements reflect a consistent focus on platform quality and client relevance.
Ian Keates, CEO of Altoo AG, described the WealthBriefing recognition as affirmation of the company’s long-term priorities. He said the award reflects the team’s continued focus on clarity, trust and meaningful client communication, alongside the delivery of a refined and forward-thinking wealth platform. Recognition from WealthBriefing, he added, is both a proud moment for the company and confirmation that its strategic direction remains aligned with client needs.
Communication is also reflected in how the platform continues to evolve. Altoo has expanded its functionality through targeted partnerships designed to improve financial visibility and planning. Its collaboration with Divizend GmbH introduced automated dividend payment forecasting, enabling clients to anticipate income streams and plan liquidity more effectively. Integrated directly into the platform, the feature allows future cash flows to be discussed within the same reporting environment, supporting clearer conversations around spending and long-term planning.
Operating from Switzerland, Altoo combines a tradition of financial discipline with an international outlook. Supporting clients in more than 20 countries requires consistency of reporting alongside flexibility to accommodate different structures and regulatory contexts. The Client Communication award recognises Altoo’s ability to deliver clarity across this complexity, providing a platform that maintains coherence regardless of geography.
Rather than positioning communication as a separate service layer, Altoo embeds it within the structure of its platform. Client survey feedback and external recognition suggest that this focus on shared understanding resonates with how private clients and families manage wealth today.
The WealthBriefing Swiss Award 2026 for Client Communication marks an important milestone for Altoo, grounded in practical use and client experience. Guided by ongoing feedback, the company continues to refine the Altoo Wealth Platform with clarity, transparency and usability as central design principles.
