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Altoo

Altoo

Your Total Wealth. One Platform.

Switzerland
Founded 2017
Technology Providers

The Altoo Wealth Platform provides simplicity and control to wealthy private individuals and family offices, by aggregating and monitoring wealth data in an intuitive way.

About Altoo

Altoo Wealth Platform empowers wealthy individuals and family offices to consolidate and interact intuitively with their total wealth. Altoo's technology aggregates daily updated data for all types of assets (bankable- and non-bankable assets) and provides additional features such as secure document storage, monitoring and reports. Developed and hosted in Switzerland, Altoo enables its clients to keep track and control of their total wealth situation and allows its users to collaborate within their trusted network via secure communication.

The platform covers all asset classes including listed and unlisted securities, real estate, private equity, art, collectibles, and other alternative investments. Altoo integrates with over 3,500 custodians worldwide, providing automated data feeds for real-time portfolio monitoring.

Video

Categories

Consolidated ReportingData AggregationRisk Management

Features

Ability to WhitelabelCustom ReportsFull Multi-Currency SupportMobile App

Target Segments

Multi-family officeSingle-family officePrivate wealth owner

What Altoo’s clients say

Before I started using the Altoo Wealth Platform, 'touching base' with my investments was not possible more than once or twice a year. Now I just log in and the legwork has already been done. Far more insights in far less time is a powerful combination! The technology is great and so is the team behind it. Very responsive and helpful people.

Toni Köhli

Frequently Asked Questions

At a Glance

Deployment

Cloud (SaaS)

Security

ISO 27001, SOC 2 Type II

Data Hosting

Switzerland

Custodian Integrations

3,500+

Asset Classes

All (bankable + non-bankable)

Languages

English, German, French, Italian

Min. Portfolio

CHF 5M+

Contact

Visit Website

Featured in

Family Office Software & Technology Report 2025

Locations

ZurichGenevaSingapore

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