Altoo

Altoo runs the Altoo Wealth Platform, a software service that consolidates the bankable and non-bankable assets of wealthy individuals, families, and single- and multi-family offices. The Swiss company was founded in 2017 and says its clients are spread across more than 20 countries.

The platform pulls data from multiple banks and other sources into a single record that is refreshed daily, then reports performance and analysis across the whole balance sheet. A private equity module tracks funds and direct deals, compares performance by vintage and follows open commitments. Users can store and share documents, set up a closed group to exchange messages with family members and outside advisers, and categorize expenses to spot incorrect fees. A mobile app provides access and investment alerts, and logins use three-factor authentication. Each client is assigned a dedicated contact, which Altoo calls a Curator.

The platform is developed and hosted in Switzerland. In September 2026 Altoo released the Altoo MCP, a connector based on the open Model Context Protocol that lets clients bring their consolidated wealth data into an AI platform of their choice. Achille Deodato became chief executive in April 2026. Pricing is not published.