How long does onboarding typically take?

Standard onboarding takes 4-8 weeks depending on the number of custodians and complexity of the asset portfolio. Our dedicated team works closely with each client to ensure a smooth transition.

Do you support alternative assets like art and real estate?

Yes, Altoo supports all non-bankable assets including real estate, private equity, art, collectibles, vintage cars, and other alternative investments with manual or automated valuation updates.

What is your pricing model?

Pricing is based on the number of connected custodians and total assets under monitoring. Contact us for a tailored quote.

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.

Looking for a specific capability?

Talk to a Simple advisor.

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.

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More Details

Attribute	Details
Categories	Consolidated Reporting, Data Aggregation, Risk Management
Features	Ability to Whitelabel, Custom Reports, Full Multi-Currency Support, Mobile App
Target Segments	Multi-family office, Single-family office, Private 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

Insights from Altoo

Why technical clarity matters in succession planning

For many affluent families, succession is treated as a static legal milestone. Once the papers are signed, the collection of wills and trust documents gets locked away in a physical vault. However, in reality, the massive risk in succession planning lies in operational continuity, not legal processes. This article discusses why having documents in place is not enough unless the next generation also has the visibility, structure and access needed to move forward with clarity.

Sovereign wealth fund strategies for family offices

This article examines why adopting sovereign wealth fund (SWF) strategies is vital for family offices and how digital platforms can help facilitate their implementation.

A path to a paperless family office

Family offices often rely on outdated, paper-based methods. This insight discusses how transitioning to digital solutions simplifies complex wealth structures, enhances collaboration, and provides real-time data.

The modern approach to wealth management

Tracking Altoo’s journey as a Swiss-based fintech, this insight highlights the primary factors driving the change. It discusses the importance of cybersecurity and explores the concept of a paperless family office which digitisation can deliver.