Altoo provides a secure, cloud‑based platform that aggregates wealth data from banks, custodians, private‑equity funds and other sources into a single digital hub for ultra‑high‑net‑worth individuals and families. The solution offers real‑time consolidation, automated performance analytics, customizable dashboards and rule‑based alerts, while enabling role‑based access and secure collaboration via a mobile app.
Funding
$4.1M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Wealthy individuals and families often hold assets across multiple banks, jurisdictions, and investment types, making it difficult to obtain a clear, up‑to‑date view of their total portfolio. Existing reporting tools are fragmented, complex, and require manual data entry, which leads to errors, delayed insights, and inefficient decision‑making.
Solution
Altoo offers a secure, cloud‑based SaaS platform that aggregates wealth data from banks, custodians, private equity funds, and other sources into a single digital hub. The platform provides real‑time consolidation, automated performance analytics, and customizable dashboards that translate complex holdings into intuitive visualizations. Built‑in monitoring rules generate alerts on asset allocation shifts, balance changes, or performance thresholds defined by the user. A mobile app extends access to selected data, secure messaging, and document sharing, enabling family members and advisors to collaborate within a controlled ecosystem. Role‑based permissions let owners grant read‑only or partial access to external advisors, ensuring privacy while facilitating coordinated wealth management.
Target Audience
Primary customers are ultra‑high‑net‑worth individuals, family offices, trusts, and private banks that need a unified view of complex, multi‑jurisdictional wealth holdings.
Features
- Automated data ingestion from multiple banks, custodians, and private‑equity platforms with continuous synchronization
- Dynamic performance analysis, including vintage‑based private‑equity charts, multi‑asset comparison, and custom KPI tracking
- Rule‑based monitoring and alert engine for asset allocation, balance changes, and performance deviations
- Role‑based stakeholder access management with granular permission controls and secure in‑app messaging
- Mobile application for on‑the‑go portfolio view, document access, and real‑time alerts
- End‑to‑end encryption and Swiss‑hosted infrastructure meeting high‑security and privacy standards
- Customizable dashboards and reporting tools that replace manual spreadsheet processes