What TOKOS SCF does

TOKOS SCF S.R.L. is an independent Italian Multi Family Office headquartered in Turin, with additional offices in Vicenza and Rome. Founded as a financial boutique (firmographics indicate 2005; OCF registration dated 27/06/2019), the firm serves over 200 clients — primarily entrepreneurial family units — and reports more than EUR 300 million in advised patrimonial value. It delivers 360-degree wealth management covering financial and pension planning, asset protection, succession planning, fiscal optimization, investment design and management, due diligence on movable and real estate transactions, corporate finance, and administrative management for family beneficiaries.

The firm operates three business units alongside its core advisory services: Alpha-Lab, a FinTech laboratory integrating Computer Science, Data Science, AI, and Finance for digital service innovation; ASTRO, a career development program with internship and partnership tracks; and R-energie, a sustainable development platform focused on photovoltaic and battery energy storage projects, executed in partnership with Italian and foreign renewable energy investment funds. TOKOS SCF is registered with the OCF (Organismo di Consulenza Finanziaria) under deliberation 1132, granting it formal regulatory standing as a Società di Consulenza Finanziaria.

Commercially, TOKOS SCF follows a sales-led, direct-advisory go-to-market targeting high-net-worth families and businesses in Italy. Its revenue is generated through financial advisory fees on a subscription/recurring basis, with pricing tailored to individual client mandates. The firm maintains an open-architecture model, coordinating with a broad network of qualified counterparties including commercial banks, investment banks, venture capital firms, private equity funds, brokers, and consulting companies, while explicitly avoiding proprietary product distribution to preserve independence.

Name

TOKOS SCF

Legal name

TOKOS SCF S.R.L.

Website

https://tokos.it

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Multi Family Office / Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

akta.pro secondary industries

Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC), Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Private Client/High-Net-Worth Advisory (FSAEAAAN), Private Banking & UHNW Wealth Advisory (FSAEABAC)

Keywords

• Wealth management services
• Multi family office
• Financial advisory
• Asset management
• Family office consulting

Headquarters

HQ city

Turin

HQ country

Italy

HQ region

Europe

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Advisory Services: TOKOS SCF generates revenue through financial consulting services including wealth planning, investment management, and administrative services for high-net-worth families and businesses. The firm operates as a registered financial consulting company (Società di Consulenza Finanziaria) under OCF registration.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

TOKOS SCF is an independent Italian Multi Family Office that delivers 360-degree wealth management services for high-net-worth families and family businesses. Its core offering spans planning and specialist advisory in movable, real estate and pension assets, asset protection, succession planning and tax optimization, the design and management of investment solutions with due diligence, and administrative management of family beneficiaries. The firm is registered with OCF (Organismo di Consulenza Finanziaria) and complements its advisory work with the Alpha-Lab FinTech R&D unit, the ASTRO career program, and the R-energie renewable energy investment platform.

Product overview

TOKOS SCF operates as a Multi Family Office offering integrated wealth management services through its core Multi Family Office platform plus specialized business units. The portfolio includes Alpha-Lab (innovative FinTech laboratory leveraging AI, Data Science, and computer science), ASTRO (career development program), and R-energie (sustainable development platform for renewable energy projects). The core Multi Family Office Services provide 360-degree wealth management including financial planning, investment solutions, and administrative services, while Alpha-Lab drives digital innovation across the organization.

Differentiator

Problem solved

Functional benefit

Brands

• Alpha-Lab: Innovative Business Unit of TOKOS SCF - a network of experts focused on R&D in financial training and information, and creation of digital service solutions using advanced technologies including Computer Science, Data Science, AI and Finance. A FinTech laboratory.
• ASTRO
• R-energie

Products and services

• Multi Family Office Services Integrated 360-degree wealth management service for high-net-worth families and family businesses, covering planning and specialist advisory in movable, real estate and pension assets, asset protection, succession planning, tax optimization and corporate finance; design, management and risk control of investment solutions plus due diligence on movable and real estate transactions; and administrative management of family beneficiaries and providers.
• R-energie Sustainable Development Platform Sustainable development platform dedicated to renewable energy, specifically photovoltaic projects and battery energy storage systems (BESS). Manages the full project development lifecycle through authorization and then liquidates the portfolio through co-development agreements or market sales, in partnership with specialized technical professionals and leading Italian and foreign renewable energy investment funds.

Quantifiable outcome

• 300M+ EUR in patrimonial value under advisory
• +1 more outcomes

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability2 records

Feature1 record

Partnerships

Four partnerships are on record, tiered supporting.

• Commercial BankssupportingOthersTOKOS SCF maintains professional relationships with the majority of market operators in their reference sector, including commercial banks as part of their qualified counterparties network.
• Investment BankssupportingOthersProfessional relationships with investment banks for specialized financial services and market operations.
• BrokerssupportingChannel Partner/ Reseller/ DistributorRelationships with brokers for execution and transaction services.
• Consulting CompaniessupportingImplementation/ SI/ Consulting PartnerNetwork of consulting companies for specialized advisory and implementation services.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Azimut Holding: Italian independent asset management group offering wealth planning, advisory, and family-office solutions. Comparable on independence positioning and Italian HNW focus, though at significantly larger scale.
• Banca Mediolanum: Large Italian retail and wealth management bank with a strong HNW/family banking franchise. Overlaps with TOKOS SCF in serving Italian family wealth but operates at vastly larger scale with proprietary product platforms.
• Fideuram (Intesa Sanpaolo Private Banking): Italy's leading private bank serving HNW and family clients through financial advisors and dedicated private banking centers. Competes for the same Italian entrepreneurial family segment TOKOS SCF targets, but with scale and product breadth.

Direct peers

• Banca Patrimoni Sella: Italian private bank within Gruppo Banca Sella dedicated to HNW clients and family wealth advisory. Comparable in targeting Italian entrepreneurial families with personalized wealth management solutions.
• Ersel: Italian independent private banking and asset management firm serving HNW families and institutions. Highly comparable as an Italian boutique offering discretionary wealth management, advisory, and family-office-style services to entrepreneurial clients.
• Cordusio SIM (UBI / Intesa Sanpaolo): Italian private banking arm focused on HNW families and entrepreneurs with discretionary/advisory mandates. Direct competitor in the boutique Italian family-office advisory space.
• Banca Aletti (Banco BPM): Italian private bank within Banco BPM group serving HNW clients with wealth advisory and portfolio management. Direct comparable in the Italian HNW private banking and advisory segment.

Regional players

• Indosuez Wealth Management (Italy): European wealth management arm of Crédit Agricole serving UHNW families including in Italy. Comparable in offering integrated family-office services for cross-border Italian families.
• Lombard Odier (Italy): Swiss private bank with Italian presence serving UHNW families. Comparable in targeting Italian entrepreneurial families seeking independent, cross-generational wealth advisory.

Emerging players

• Consultique: Italian independent financial consulting firm offering portfolio advisory and wealth planning services to private clients. Comparable boutique competitor in Italian financial advisory for HNW segments.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/tokos
• Facebookfacebook.com/tokos.scf

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

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 TOKOS SCF