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Altoo
WIZE by TeamWork
Provider Type
Technology Providers
Technology Providers
Tagline
Your Total Wealth. One Platform.
The all-in-one Wealth & Asset management IT platform
Founded
2017
2010
Location
Switzerland
Luxembourg
Verified
Verified
Verified
Categories
Consolidated ReportingData AggregationRisk Management
AccountingComplianceConsolidated ReportingCRMData AggregationPortfolio ManagementRisk ManagementTrading
Services
Wealth Management
—
Target Segments
Multi-family officeSingle-family officePrivate wealth owner
Fund managerIndependent financial or investment advisorMulti-family officePrivate bankPrivate wealth ownerSingle-family office
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
The all-in-one Wealth & Asset management IT platformFounded
2010Location
LuxembourgVerified
VerifiedCategories
AccountingComplianceConsolidated ReportingCRMData AggregationPortfolio ManagementRisk ManagementTrading
Services
—Target Segments
Fund managerIndependent financial or investment advisorMulti-family officePrivate bankPrivate wealth ownerSingle-family office
Regions Served
—Client Types
—Website
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