From the East Coast to the West Coast, Altafid executives attend leading US industry events: Finovate Fall and Future Proof

New York and California, United States, September 14th, 2022.- Altafid, the world's first fiduciary financial services platform, is taking part in two relevant WealthTech industry events this week. Finovate Fall and Future Proof bring together the most prominent players and best practices in the world in finance, technology, asset management, and financial advisory.

Future Proof takes place in California, the Wealth Festival brings together more than 1,500 influential investors and 3,000 professionals from the financial industry for 4 days. Through talks, panel discussions, and interactive conversations, attendees dive into trends, current best practices, technology, and the main wealth management challenges.

“Needs continue to evolve over time, so we are always in contact with leading industry players, having meaningful conversations, to better understand where the role of financial advisor is going. This allows us to design solutions that best address those needs and facilitate the development and growth of their businesses” Dave Twardowski, CIO of Altafid.

"The future is moving towards customization and personalization, technology allows us to design tools that are a catalyst for change in the wealth management industry" Duc Hang, CTO of Altafid.

Meanwhile, Finovate Fall 2022 in New York City gathers some of the main financial institutions in the United States and more than 1,600 leaders from the finance and technology sectors. The event addresses various aspects that impact the industry: from sustainability, the new needs of advisors and investors, as well as future challenges.

“We take full advantage of these opportunities to exchange ideas and engage in interesting conversations with the most relevant players within the industry. We analyze new tools and technologies with one clear goal in mind: bringing our clients closer to their financial goals, by leveraging and enhancing the ecosystem that we have developed”, said Beniamino Sciaraffia, Head of Digital at Altafid.

“Today the challenge is designing a seamless and more personalized customer experience, that satisfies their needs based on their interests and values. At Altafid we are aiming in that direction. We work tirelessly to provide the client with an experience based on their current and future needs, thus promoting a more human and empathic connection”, said Vanessa Blasco, Altafid Digital Product Manager.

About Altafid

Altafid is headquartered in Austin, Texas, and has a presence in New York and Los Angeles.

Balancing purpose and profit. Altafid is committed to having a positive impact on clients, our partners, and society. Altafid is a Public Benefit Corporation (PBC), and therefore is required to specify one or more public benefits that the corporation seeks to pursue, along with its mission to act in the best interest of all its stakeholders, not just shareholders. Altafid believes in achieving purpose as well as business profit: we are committed to having a positive impact on society through education. For this reason, we partner with the best institutions of higher education in the markets where we operate, providing support for top students. For more information visit: www.altafid.com

Please send any inquiries to

US
Theodore Lowen
ted@altafid.com
+1-914-343-6794

Latin America
Cecilia Cifuentes
ccifuentes@altafid.com
+56 9 9349 4453

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