Access industry experts who guide you in every step along your financial journey.
Altafid provides asset management, tax-optimized strategies, estate planning, and soon, insurance.
Access investment strategies from leading Asset Managers:
BlackRock, State Street, Dimensional, Franklin Templeton, Syntax.
We work with a selected group of Custodian Banks:
BNY Mellon | Pershing, Apex Fintech Solutions, Charles Schwab & Co., Inc.
“When clients succeed, we succeed. It’s that simple. And that’s what makes Altafid unique.”
Communicate directly with a wealth consultant
Navigate our platform’s intuitive tools and features
Access selected articles from the Financial Times
Start your estate planning process and create a will
Learn about Altafid’s new product launches and tools