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Altaira Wealth Management

Full company profile

uuid000hkjc

Namestring
Altaira Wealth Management
Websiteurl
altaira.com
Company typeenum
Private
Founded yearint
2010
Short descriptiontext

Altaira Wealth Management is a Geneva-based, private investment management firm founded in 2010 that delivers family office-oriented services to clients. Operating at boutique scale with 11-50 employees under CEO Anthony Acampora, the firm has not publicly disclosed product, pricing, or AUM detail.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersGeneva, Switzerland
HQ citystring
Geneva
HQ countrystring
Switzerland
HQ regionstring
Europe
Markets served

Serves global market

Keyword5 values
wealth management, family office services, investment management, private wealth advisory, portfolio management
Industry1 code
1Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite)
CodeFSAAACAHPrimaryYes
NAICS code2 codes
  • Portfolio Management and Investment Advice523940
  • Trust, Fiduciary, and Custody Activities523991
SIC code1 code
  • Investment Advice6282
Product category
Wealth Management
Cost components3 values
Personnel, Operations, Technology or R&D
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Altaira Wealth Management is an investment management firm that delivers family office-oriented services to its clients. The firm operates as a boutique private wealth advisor based in Geneva, Switzerland, serving individual wealth holders and families with investment and family office support.

Differentiator
Functional benefit
Problem solved
No data
Peers10 records
TypeDirect peer
Description

Independent multi-family office serving ultra-high-net-worth families with investment management, reporting, and family governance services - closely comparable boutique family office operating model.

TypeDirect peer
Description

US-headquartered multi-family office providing investment management, succession planning, and concierge services to HNW families - comparable boutique family-office advisory model targeting wealth preservation across generations.

TypeDirect peer
Description

Jersey-based provider of family office, corporate services, and fiduciary solutions serving international HNW families - operates in same cross-border wealth advisory niche as Altaira.

TypeBroad incumbent
Description

Large institutional wealth manager with family office services for UHNW families globally, including investment management and trust/fiduciary capabilities - incumbent competitor in the same service category.

TypeBroad incumbent
Description

Global provider of corporate, fiduciary, and wealth services including family office solutions for HNW/UHNW clients across jurisdictions - broader institutional player with overlapping family office mandates.

TypeEmerging player
Description

Asia-focused wealth and family office platform targeting international HNW/UHNW families with investment advisory services - emerging competitor with overlapping cross-border family office value proposition.

TypeDirect peer
Description

Multi-family office and wealth advisory firm headquartered in London/Jersey/Switzerland, providing investment management and family office services to HNW/UHNW international families - directly comparable to Altaira's family office-oriented investment management offering.

TypeDirect peer
Description

Independent, advisor-led multi-family office providing investment advisory, financial planning, and family office services to UHNW families - similar boutique service model aimed at HNW/UHNW families with cross-generational needs.

TypeBroad incumbent
Description

Major Swiss private bank offering wealth management and family office-type services across asset allocation, structured solutions, and succession planning to UHNW global families - overlaps Altaira materially as a Geneva-based wealth advisory, with much broader scale and product breadth.

TypeBroad incumbent
Description

Large Geneva-based private bank and wealth manager serving HNW/UHNW clients with investment management, advisory, and family-office-style offerings - directly competes for the same Geneva client pool but at significantly larger scale.

Market position
Customer concentration

Classification, Details

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles1 record

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

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

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

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

Altaira Wealth Management

Wealth Managementaltaira.com

Altaira Wealth Management is a Geneva-based, private investment management firm founded in 2010 that delivers family office-oriented services to clients. Operating at boutique scale with 11-50 employees under CEO Anthony Acampora, the firm has not publicly disclosed product, pricing, or AUM detail.

Altaira Wealth Management firmographics

Firmographics
Name
Altaira Wealth Management
Website
https://altaira.com
Company type
Private
Founded year
2010
Operating status
Operating
Headcount range
11–50 employees
Short description
Altaira Wealth Management is a Geneva-based, private investment management firm founded in 2010 that delivers family office-oriented services to clients. Operating at boutique scale with 11-50 employees under CEO Anthony Acampora, the firm has not publicly disclosed product, pricing, or AUM detail.
Ownership category
akta.pro rank

Altaira Wealth Management industry classification

Industry
Product category
Wealth Management
NAICS
Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)
SIC
Investment Advice (6282)
akta.pro primary industry
Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

Keywords

  • Wealth management
  • Family office services
  • Investment management
  • Private wealth advisory
  • Portfolio management

Where Altaira Wealth Management is headquartered

Location

Headquarters

HQ city
Geneva
HQ country
Switzerland
HQ region
Europe

Markets served

Altaira Wealth Management business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Technology or R&D

Altaira Wealth Management product offering

Product offering

Core offering

Altaira Wealth Management is an investment management firm that delivers family office-oriented services to its clients. The firm operates as a boutique private wealth advisor based in Geneva, Switzerland, serving individual wealth holders and families with investment and family office support.

Differentiator

Problem solved

Functional benefit

Companies that use Altaira Wealth Management

Customer profile

Ideal customer profiles1 record

Altaira Wealth Management technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Altaira Wealth Management competitors and assessment

Company assessment

Direct peers

  • WE Family Offices: Independent multi-family office serving ultra-high-net-worth families with investment management, reporting, and family governance services - closely comparable boutique family office operating model.
  • Pitcairn: US-headquartered multi-family office providing investment management, succession planning, and concierge services to HNW families - comparable boutique family-office advisory model targeting wealth preservation across generations.
  • Crestbridge: Jersey-based provider of family office, corporate services, and fiduciary solutions serving international HNW families - operates in same cross-border wealth advisory niche as Altaira.
  • Stonehage Fleming: Multi-family office and wealth advisory firm headquartered in London/Jersey/Switzerland, providing investment management and family office services to HNW/UHNW international families - directly comparable to Altaira's family office-oriented investment management offering.
  • Hawthorn Advisors: Independent, advisor-led multi-family office providing investment advisory, financial planning, and family office services to UHNW families - similar boutique service model aimed at HNW/UHNW families with cross-generational needs.

Broad incumbents

  • Northern Trust Wealth Management: Large institutional wealth manager with family office services for UHNW families globally, including investment management and trust/fiduciary capabilities - incumbent competitor in the same service category.
  • Vistra: Global provider of corporate, fiduciary, and wealth services including family office solutions for HNW/UHNW clients across jurisdictions - broader institutional player with overlapping family office mandates.
  • Lombard Odier: Major Swiss private bank offering wealth management and family office-type services across asset allocation, structured solutions, and succession planning to UHNW global families - overlaps Altaira materially as a Geneva-based wealth advisory, with much broader scale and product breadth.
  • Pictet Group: Large Geneva-based private bank and wealth manager serving HNW/UHNW clients with investment management, advisory, and family-office-style offerings - directly competes for the same Geneva client pool but at significantly larger scale.

Emerging players

  • Hywin Wealth: Asia-focused wealth and family office platform targeting international HNW/UHNW families with investment advisory services - emerging competitor with overlapping cross-border family office value proposition.

Market position

Customer concentration

Altaira Wealth Management social profiles

Digital presence

Altaira Wealth Management financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Altaira Wealth Management leadership team

Management profile

Number of profiles

Profiles1 record

Altaira Wealth Management funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Altaira Wealth Management M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about Altaira Wealth Management

What does Altaira Wealth Management do?

Altaira Wealth Management is an investment management firm that delivers family office-oriented services to its clients. The firm operates as a boutique private wealth advisor based in Geneva, Switzerland, serving individual wealth holders and families with investment and family office support.

When was Altaira Wealth Management founded?

Altaira Wealth Management was founded in 2010. It employs 11 to 50 people.

Where is Altaira Wealth Management based?

Altaira Wealth Management is headquartered in Geneva, Switzerland, in the Europe region.

Who are Altaira Wealth Management's main competitors?

Direct peers on record are WE Family Offices, Pitcairn, Crestbridge, Stonehage Fleming and Hawthorn Advisors. Broad incumbents are Northern Trust Wealth Management, Vistra, Lombard Odier and Pictet Group. Hywin Wealth is listed as an emerging player.

Does Altaira Wealth Management have an API?

No public API is recorded for Altaira Wealth Management.

What industry is Altaira Wealth Management in?

Altaira Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite). Its NAICS code is 523940 and its SIC code is 6282.

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