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Altoo
Wealthworks+
Provider Type
Technology Providers
Technology Providers
Tagline
Your Total Wealth. One Platform.
—
Founded
2017
—
Location
Switzerland
United Kingdom
Verified
Verified
Not verified
Categories
Consolidated ReportingData AggregationRisk Management
Consolidated ReportingCRMPortfolio Management
Services
Wealth Management
—
Target Segments
Multi-family officeSingle-family officePrivate wealth owner
Independent financial or investment advisorMulti-family officePrivate bankService provider
Regions Served
Europe - WesternEurope - EasternAsia - South EastMiddle East
—
Client Types
Single-family officeMulti-family officePrivate wealth ownerExternal Asset Manager
—
Provider Type
Technology ProvidersTagline
Your Total Wealth. One Platform.Founded
2017Location
SwitzerlandVerified
VerifiedCategories
Consolidated ReportingData AggregationRisk Management
Services
Wealth Management
Target Segments
Multi-family officeSingle-family officePrivate wealth owner
Regions Served
Europe - WesternEurope - EasternAsia - South EastMiddle East
Client Types
Single-family officeMulti-family officePrivate wealth ownerExternal Asset Manager
Website
Visit WebsiteProvider Type
Technology ProvidersTagline
—Founded
—Location
United KingdomVerified
Not verifiedCategories
Consolidated ReportingCRMPortfolio Management
Services
—Target Segments
Independent financial or investment advisorMulti-family officePrivate bankService provider
Regions Served
—Client Types
—Website
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