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REDEFINING WEALTH MANAGEMENT

Empowering financial professionals with innovative, intuitive technology that simplifies wealth management and drives client success.

At Altafid, we believe that the right technology can unlock new possibilities in wealth management.
Our mission is to empower financial professionals with cutting-edge tools that enhance collaboration, streamline operations, and drive smarter decision-making.
By removing barriers and delivering innovative solutions, we help financial advisors, asset managers, and institutions achieve their goals with greater efficiency and confidence.
 

Innovation & Excellence

We push the boundaries

Client Centricity

We listen, adapt and create

Integrity & Transparency

We operate with the highest ethical standars

"At Altafid, our mission is to redefine wealth management through technology that’s both powerful and intuitive. We’re committed to helping financial professionals deliver better client outcomes with greater efficiency."

J O E    L A H T I 
CEO

Growing Your Business Revenue Generation Noticeably High

We are a global team with deep roots in the US and Latin America, uniting seasoned professionals from leading financial advisory firms, technology innovators, asset managers, brokers, and fintech companies. With decades of combined experience, our team offers a unique fusion of knowledge and insights, seamlessly integrating the strengths of both regions to deliver innovative, cutting-edge solutions.

2020

Founded

15+

Sucessful Project

20+

Employees

8+

Onboarded Clients

Meet the Minds Behind the Mission

A diverse team of innovators, strategists, and industry experts united by a shared vision: transforming the future of financial services.

Joe Lahti

Professional Bio: Joe Lahti is the Chairman and CEO of Altafid, an early-stage fintech company offering a global, multicurrency, and multilingual turnkey asset management platform (TAMP) to financial advisors. With over 30 years of experience in leadership roles across various industries, Joe has a strong history of transforming businesses. Prior to Altafid, Joe was the President and CEO of Shuffle Master, Inc., where he led a significant revenue growth, increasing revenue from $500K to $50 million over nine years. He has also provided funding and management leadership to several distressed companies through his firm JL Holdings.

What Joe Brings to Altafid: Joe’s extensive leadership experience in both fintech and other industries has shaped Altafid's growth strategy. His expertise in strategic planning and business development positions Altafid to thrive in a competitive market, ensuring a focus on operational excellence and client success.

Joe_2-1

Rob Redican

Professional Bio: Rob Redican is the Chief Revenue Officer at Altafid, responsible for driving revenue growth and expanding the company’s market presence. With over 20 years of experience in the financial services industry, Rob has held senior roles at Emotomy, Principal Financial Group, and RobustWealth. His expertise spans strategic development, digital advice, and operational management, where he successfully built and scaled businesses, focusing on revenue generation and client acquisition.

What Rob Brings to Altafid: Rob’s sales and business development expertise is key to Altafid’s expansion. His background in digital financial advice and client relationship management ensures that Altafid is well-positioned to grow its market share and support financial professionals with innovative solutions.

Rob

Patricio Eskenazi

Patricio Eskenazi is the Head of LATAM Sales at Altafid, leading the company’s efforts to expand its presence in Latin America. With a background in finance and public policy, Patricio has over 20 years of experience in the financial services industry, including leadership roles at Itaú, Banco Penta, and MCC Inversiones. He is an expert in financial investments, economic policies, and has a strong reputation as a thought leader in economics and markets.

Patricio’s knowledge of the LATAM market, coupled with his experience in wealth management and investment strategies, allows Altafid to expand its footprint in the region. His leadership ensures that Altafid’s offerings are tailored to meet the specific needs of LATAM clients, positioning Altafid for long-term success in the region.

Patricio_2

Steve Marino

Professional Bio: Steve Marino is the Chief Operating Officer at Altafid, with over 20 years of expertise in client service and TAMP operations. Prior to Altafid, Steve held senior roles at Brinker Capital Investments and Orion Advisor Solutions, where he led client service teams, streamlined operational processes, and developed training programs. Known for his expertise in team development and client support, Steve ensures Altafid’s operations run efficiently and effectively, delivering top-tier service to clients.

What Steve Brings to Altafid: Steve’s extensive experience in client service and operational efficiency ensures Altafid’s commitment to service excellence. His ability to integrate teams and optimize

workflows enables Altafid to meet the ever-evolving needs of its clients and financial professionals.

Steve

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