Altoo AG introduces the Altoo MCP, a new way to connect the Altoo Wealth Platform with a compatible AI platform of your choice. The Altoo MCP is built on the open Model Context Protocol. It enables our clients to bring the context of their consolidated wealth information into the AI experience that best fits their […]
Baar, Switzerland – 01.04.2026: Altoo AG, the provider of the award-winning Altoo Wealth Platform, today announced a strengthening of its executive leadership team to support the company’s continued growth and further expansion. As part of this evolution, Mr. Achille Deodato has been appointed Chief Executive Officer. He succeeds Ian Keates, who will transition into the […]
Altoo has secured further industry recognition, winning the award for Innovative Client Solution at the WealthBriefing European Awards 2026. The accolade underlines the firm’s continued focus on simplifying the management of complex wealth.
In early March 2026, senior leaders from across the financial sector gathered in Zurich for a discussion hosted by NZZ Finanzplatz on the future of artificial intelligence in finance. Among the participants was Ian Keates, CEO of Altoo AG. What became evident during that exchange was not enthusiasm for another technological cycle, but a recognition that something more structural is underway. Artificial intelligence is already embedded across the industry. The more pressing question is how institutions retain control once it begins to influence financial decisions in meaningful ways. Here, Ian shares his thoughts on the impact of AI in the
Clear communication has become a defining requirement in private wealth management. As wealth structures grow more complex and increasingly international, the ability to present information in a consistent and accessible way is no longer optional. It is within this context that Altoo AG has been named winner in the Client Communication category at the WealthBriefing Swiss Awards 2026.
As 2025 comes to a close, we want to extend our heartfelt thanks for your continued trust and collaboration. This has been a year of strong growth for Altoo – growth fueled by your insights, the partnership we share, and our collective commitment to delivering Simplicity for Complex Wealth. Much of what we achieved this year focused on strengthening the foundations of the platform while delivering sharper intelligence, deeper transparency, and greater mobility – ensuring Altoo remains the trusted source of truth for your global wealth.
The UK’s family office landscape is undergoing a pivotal transformation. Against a backdrop of economic uncertainty, shifting regulations, and the growing international mobility of wealth owners, operational excellence has become the one area family offices can still fully control. Yet, many continue to rely on outdated manual workflows that are increasingly misaligned with client expectations.
Altoo is proud to be featured in the 2025 Family Office Technology Roundup by Forbes, part of a global review of the digital transformation reshaping family offices. The article, written by François Botha, senior contributor and founder of Simple, places Altoo among the leading platforms defining the next generation of family office technology.
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.
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.
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.
In today's wealth management landscape, engaging client interactions are seen as essential.
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.
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.
Ian Keates shares with us his insights into Altoo's solution, the company's future plans, and latest technology trends.
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.
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, […]
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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.
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.
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.
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In February 2025, when US President Trump signed an executive order to formulate a plan for creating a federal-level sovereign wealth fund (SWF), it highlighted a growing recognition of the importance of such financial structures when it comes to preserving and growing national wealth management. With trillions under management, SWFs often demonstrate remarkable resilience during economic downturns and market volatility.
