What Altoo does

Altoo AG is a privately held Swiss wealth management software company founded in 2017 and headquartered in Baar, Canton of Zug. It develops and operates the Altoo Wealth Platform, a modular SaaS application that aggregates bankable and non-bankable assets from multiple banks, custodians, and manual sources into a single consolidated wealth view for ultra high net worth (UHNW) individuals, single and multi-family offices, trusts and foundations, and private bankers. The platform is 100% Swiss-developed and hosted, carries the Swiss Made Software certification, and operates under GDPR and Swiss FADP data protection frameworks. It is structured around six named modules — Consolidation, Analysis, Intelligence, Data, Security, and Services — and is complemented by a dedicated iOS and Android mobile app, a Curator team that provides manual data handling for illiquid holdings, and a partnership with Divizend for automated dividend forecasting.

The core technology stack emphasizes data aggregation across fragmented custody relationships (including non-bankable assets such as real estate, private equity, and art), automated monitoring and alerts on user-defined rules, private equity analysis with vintage and commitment tracking, and a secure stakeholder communication ecosystem with individualized access permissions. Revenue is generated through annual SaaS subscriptions sold via a consultative enterprise field sales motion targeting Swiss, European, and Asian wealth management markets, with pricing set on a quote basis rather than published tiers.

Altoo has been listed in the Forbes Family Office Software Roundup for five consecutive years (2020-2024) and won WealthBriefing European and Swiss awards in 2026. The leadership team was reinforced in April 2026 with the appointment of Achille Deodato as CEO and Ian Keates as Deputy CEO, COO/CFO, alongside a new Head of Business Development, signaling a deliberate push to scale commercial operations. Customer satisfaction metrics — including a Net Promoter Score above 50 and over 60% of customers stating they would be "very disappointed" without the platform — suggest strong product-market fit within a niche UHNW/family office segment, though the company remains small (11-50 employees) with no disclosed external venture funding beyond a 2023 Innosuisse grant.

Name

Altoo

Legal name

Altoo AG

Website

https://altoo.io

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

Altoo AG operates a Swiss-hosted, modular SaaS wealth management platform that consolidates bankable and non-bankable assets for ultra high net worth individuals, single and multi-family offices, trusts, and private bankers across more than 20 countries.

Ownership category

akta.pro rank

Product category

Wealth Management Software

NAICS

Portfolio Management and Investment Advice (523940), Software Publishers (5132), Computer Systems Design and Related Services (54151)

SIC

Investment Advice (6282), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Managed Accounts & Unified Managed Accounts (UMAs) — Multi-Asset (FSAAAJAE)

Keywords

• Wealth management software
• Family office technology
• Wealth aggregation platform
• Private banking software
• Portfolio consolidation tools

Headquarters

HQ city

Zug

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Subscription - Altoo Wealth Platform: Altoo operates as a SaaS (Software as a Service) platform, offering configurable modules (Consolidation, Analysis, Intelligence, Data, Security, Services) bundled as named service modules. The platform is sold to private wealth owners, single and multi-family offices, trusts and foundations, and private bankers. Revenue is generated through recurring subscription fees for platform access.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels6 records

Core offering

Altoo provides a modular SaaS wealth management platform that aggregates and consolidates wealth data from multiple banks and custodians, combining bankable and non-bankable assets (such as real estate, private equity, and art collections) into a unified, real-time view. The platform delivers performance analysis, reporting, automated monitoring and alerts, secure stakeholder communication, and private equity analytics, supported by a dedicated mobile app and Curator data-quality services. It is sold as a subscription service to ultra-high-net-worth individuals, single and multi-family offices, trusts and foundations, and private bankers/asset managers.

Product overview

The Altoo Wealth Platform is a unified, modular SaaS platform for wealth aggregation, analysis, and reporting, designed specifically for wealth owners rather than advisors or banks. The platform consolidates all bankable assets (held across multiple banks) with non-bankable assets such as real estate, private equity, and art collections into a single, intuitive view. It is built around core modules including Consolidation (data aggregation from multiple sources), Analysis (performance and reporting), Intelligence (advanced insights), Data (data management infrastructure), Security (Swiss-hosted infrastructure and security controls), and Services (Curator support and manual data handling). The platform also includes a dedicated mobile app for iOS and Android, and a partnership with Divizend for automated dividend forecasting. The Altoo Wealth Platform has been recognized multiple times by Forbes (2023, 2024, 2025) in their Family Office Software Roundup and won the WealthBriefing European Award 2026 for Most Innovative Client Solution.

Differentiator

Problem solved

Functional benefit

Products and services

• Altoo Wealth Platform A modular, 100% Swiss-developed and Swiss-hosted SaaS platform that aggregates wealth data from multiple banking and non-banking sources to deliver comprehensive wealth analysis, performance reporting, and consolidated portfolio oversight. Bundled modules include Consolidation, Analysis, Intelligence, Data, Security, and Services. Designed for UHNW individuals, single and multi-family offices, trusts and foundations, and private bankers/asset managers.
• Altoo Mobile App Dedicated mobile application for iOS and Android providing secure on-the-go access to the Altoo Wealth Platform, including authentication, access to chosen wealth data, secure communication with the user's network, investment monitoring alerts, watchlists, and collaboration tools.

Quantifiable outcome

• Net Promoter Score (NPS) exceeds 50, significantly above SaaS industry benchmarks
• +4 more outcomes

Named customers5 records

Segments5 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature7 records

Partnerships

One partnership is on record.

• Divizend GmbHcoreTechnology or Integration · 25 March 2024Altoo AG partnered with Divizend GmbH, a technology company developing dividend investment solutions and related tax solutions, to introduce an automated dividend forecasting feature on the Altoo Wealth Platform. The partnership enables automatic prediction of dividend payments across all security holdings, with automatic tracking making it easy to include all expected cash flows in forecasts. This optimizes future cash flow valuation and liquidity management for Altoo clients.

Scale indicators6 records

Recent moves7 records

Expansion highlights4 records

Direct peers

• Addepar: US-based wealth management technology platform that aggregates and analyzes data across multiple custodians and asset classes for family offices, RIAs, and UHNW clients. Closest direct competitor to Altoo, with broader scale and a similar multi-asset consolidation thesis.
• Qplix: German wealth management software platform focused on multi-asset portfolio management and reporting for family offices, asset managers, and private banks. Highly comparable to Altoo in target customer, asset-class breadth, and European footprint.

Broad incumbents

• Avaloq: Swiss-headquartered wealthtech platform providing core banking and wealth management software to private banks and financial institutions. Serves an overlapping end market but primarily sells to institutions rather than wealth owners directly.
• FNZ: Global wealth platform serving major financial institutions with integrated technology, custody, and investment administration. Overlaps with Altoo in wealth aggregation and reporting but operates at institutional scale rather than family office niche.
• InvestCloud: Global fintech providing digital wealth management, reporting, and analytics platforms to financial institutions and advisors. Overlaps with Altoo in multi-asset reporting but addresses a broader institutional buyer base.
• Salesforce Financial Services Cloud: CRM-led wealth management platform used by financial advisors and private banks for client relationship management, householding, and reporting. Overlaps with Altoo in private banker and family office workflows but is a broader enterprise platform.

Emerging players

• Wealth Dynamix: UK-based provider of client lifecycle management, KYC, and relationship management software for private banks and wealth managers. Adjacent competitor serving private banking clients with overlapping digital transformation themes.
• Canopy: Data aggregation and financial insights platform that consolidates accounts and transactions, including alternative assets, for high-net-worth individuals and advisors. Comparable to Altoo in the data aggregation and consolidated wealth view proposition.
• Tambien Technologies: Provider of private investment management software for family offices and private wealth managers, with strong focus on portfolio analytics, capital calls, and alternative investments. Comparable to Altoo in alternative-asset functionality for family offices.
• Boxo: Switzerland-based wealth aggregation API and platform enabling banks, fintechs, and wealth managers to consolidate multi-bank data. Highly comparable to Altoo's consolidation engine, though positioned more as infrastructure for partners than direct wealth-owner SaaS.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/altoo
• Xx.com/altooag

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Altoo