Company News

December 19, 2024

Looking back at 2024

In 2024 at Altoo we continued to live up to our promise of delivering “Simplicity for Complex Wealth.” Through continuous innovation and a commitment to exceptional client service, we achieved significant milestones that have further strengthened the Altoo Wealth Platform and our role as a trusted technology partner for wealthy individuals, family offices, and financial professionals worldwide.

November 8, 2024

The 2024 Family Office Software Roundup: A Testament to Excellence for Altoo

For the fifth consecutive year, Altoo has earned a place in the 2024 Family Office Software Roundup published by Forbes Magazine, reaffirming its leadership in the wealthtech industry. This recognition highlights Altoo’s ongoing commitment to innovation and the continuous enhancement of the Altoo Wealth Platform to meet the evolving needs of family offices managing complex portfolios.

October 7, 2024

Altoo Unveils Next-Gen Mobile App, Enhancing Wealth Management On-The-Go

Altoo AG, a fintech that empowers investment professionals, family offices, and individual wealthy clients to conveniently oversee their wealth, has today announced a significant upgrade to its mobile app. This enhancement empowers users to make informed financial decisions with greater confidence, while also allowing financial advisors to focus more on client financial goals whenever and wherever needed.

September 19, 2024

Three New ALTOO Case Studies Showcase Exceptional Client Service

In today's wealth management landscape, engaging client interactions are seen as essential.

July 3, 2024

Swiss Fintech Continues Robust Growth And Innovation During First Half of 2024

Altoo AG, a fintech empowering ultra-high-net-worth individuals, family offices, and investment professionals to easily understand every aspect of the complex wealth under their care, announced that its commitment to client satisfaction and innovation has taken the company to new heights in 2024. The company made further progress in implementing its business development strategy and consistently pushed ahead with its innovation projects for the Altoo Wealth Platform.

May 30, 2024

In The Press: Article on finews.ch details digital platforms

We are pleased to share an article on finews.ch that discusses the future of digital platforms - together with Altoo AG providing valuable perspectives in the piece.

May 29, 2024

Leading The Way In WealthTech: Insights from Altoo CEO Ian Keates

Ian Keates shares with us his insights into Altoo's solution, the company's future plans, and latest technology trends.

May 3, 2024

Key Things To Look For in a Wealth Management Platform

Whether you’re looking for a net-new wealth management platform, or looking to make a change, customer satisfaction should always be a top priority. It’s important to make sure your wealth management platform provider can deliver both the technology and the service that you need.

March 25, 2024

Altoo AG and Divizend partner to launch Automated Dividend Payment Forecasting Feature for Security Holdings

New Altoo Wealth Management Platform feature optimizes future cash flow assessment and liquidity Zug, Switzerland – March 25, 2024 – Altoo AG, a fintech that empowers investment professionals, family offices and individual ultra-high-net-worth clients to conveniently oversee their wealth, and Divizend GmbH, a technology company that develops solutions for dividend investments and related tax issues, […]

January 3, 2024

New Company Address

Dear clients, partners, and friends, We have some exciting news to share with you as we embark on a new journey at our new office space. Our new address is: Altoo AG Zugerstrasse 77 6340 Baar Switzerland This transition marks an important milestone for us. We are thrilled about the opportunities and growth that this […]

December 22, 2023

Looking Back At 2023

In 2023, we at Altoo have been on a mission to keep our ongoing promise to deliver “simplicity for complex wealth." To do so, we successfully continued acquiring new clients, developed best-in-class features for our users of the Altoo Wealth Platform, scaled our operational processes dramatically, and invested in making our company an outstanding place to work.

October 12, 2023

Altoo Harnesses The World Of Knowledge Around Wealth Management And Introduces Altoo Insights

Altoo Insights brings existing and future clients, as well as the general public globally, closer to Altoo online A digital news offering covering wealth management and lifestyle features for the ultra-wealthy and those supporting them Over 500 original and high-quality articles in English, German, and French already accessible Newsletter subscription available Zug, Switzerland: Altoo AG, […]

September 25, 2023

Celebrating A Milestone With The OpenWealth Association

Altoo takes pride in being at the cutting edge of technical innovation in the wealth tech business.

September 8, 2023

Altoo At the Swiss Fintech Fair 2023

Altoo takes pride in being at the cutting edge of technical innovation in the wealth tech business. We appreciate the value of participating with the fintech ecosystem and understanding the possibilities and difficulties it confronts. That's why we were so excited to attend the Swiss Fintech Fair 2023 on September 8 in Zurich.

August 22, 2023

Altoo AG Joining The Digital Summit Switzerland 2023 In Zurich

We are joining the Fifth Digital Summit Switzerland 2023, taking place in Zurich.

June 14, 2023

In the Press: Interview With Altoo CEO Ian Keates

In an interview with Luxuo, Ian Keates explains how Altoo delivers simplicity for managing complex wealth and shares other insights into the company’s mission.

June 13, 2023

In the Press: Family Capital Magazine Interviews Altoo’s Head Of Business Development Cosimo Violati

Our Head of Business Development, Cosimo Violati, was interviewed by the Family Capital Magazine on the benefits of the Altoo Wealth Management Platform for family wealth. You can read the transcript of this article below. Partner Content: Altoo wealth platform provides a secure home to build your digital wealth legacy The Altoo Wealth Management Platform […]

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July 9, 2023

Wealth Management Trends Through 2023

Wealth management is one of the most important financial subsectors. Globally, it is currently undergoing significant change as a result of new consumer tastes and digital business models, as well as demographic, macroeconomic, regulatory, and competitive factors. We did the research for you, so you know what's to come. You can read an overview of the trends influencing the industry below.

July 7, 2023

How Technology Revolutionizes Asset Management

In the rapidly evolving world of finance, technology has become a catalyst for change across industries. Wealth management is no exception. Traditional approaches to wealth management are being disrupted by technological advancements, offering new opportunities, greater efficiency and an improved client experience. In this article, we explore emerging technology trends that are revolutionizing wealth management for individuals with significant financial resources.

July 7, 2023

Digital Wealth Technologies For Family Offices

The technologies in a family office are essential not only to optimise and automate all your data, but also to ensure that your assets are managed in a way that is both efficient and effective.

Setting Yourself Up for Successful Impact Investing

For thousands of years, wealth owners have directly or indirectly invested in creating better societies. However, the concept of generating personal returns on assets that simultaneously benefit the greater good—known as impact investing—is relatively new. This approach unlocks exciting possibilities for philanthropically-minded profit-seekers. Here, we outline the most important considerations if you’re exploring this increasingly popular way to make a difference with your money.

Company News

Looking back at 2024

The 2024 Family Office Software Roundup: A Testament to Excellence for Altoo

Altoo Unveils Next-Gen Mobile App, Enhancing Wealth Management On-The-Go

Three New ALTOO Case Studies Showcase Exceptional Client Service

Swiss Fintech Continues Robust Growth And Innovation During First Half of 2024

In The Press: Article on finews.ch details digital platforms

Leading The Way In WealthTech: Insights from Altoo CEO Ian Keates

Key Things To Look For in a Wealth Management Platform

Altoo AG and Divizend partner to launch Automated Dividend Payment Forecasting Feature for Security Holdings

New Company Address

Looking Back At 2023

Altoo Harnesses The World Of Knowledge Around Wealth Management And Introduces Altoo Insights

Celebrating A Milestone With The OpenWealth Association

Altoo At the Swiss Fintech Fair 2023

Altoo AG Joining The Digital Summit Switzerland 2023 In Zurich

In the Press: Interview With Altoo CEO Ian Keates

In the Press: Family Capital Magazine Interviews Altoo’s Head Of Business Development Cosimo Violati

We think you might like

Wealth Management Trends Through 2023

How Technology Revolutionizes Asset Management

Digital Wealth Technologies For Family Offices

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Setting Yourself Up for Successful Impact Investing

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