Our Company

At Altafid, we understand the challenges financial advisors face. We empower financial advisors with personalized, innovative solutions. Our suite of interconnected features simplifies decision-making by centralizing all data on a single platform, broadening product offerings, and driving operational efficiency - enabling advisors to serve clients of all sizes, profitably.

We enable them to:

Boost efficiency and productivity

Focus on building and nurturing valuable client relationships

Deliver exceptional service and support

Experience the future of wealth management technology.

WHO WE ARE

Meet our team

Altafid is a global team anchored in the US and Latin America, blending the expertise of leading professionals from financial advisory firms, innovative tech companies, asset managers, brokers, and fintechs. With decades of collective experience, our team brings a unique blend of knowledge and insight to the table, bridging the best of both regions to deliver innovative, groundbreaking solutions.

Leveraging Expertise from Top Institutions

vise

SEI

harvard

Penn

Orion

Principal

FederatedHermes

BrinkerCapital

NorthernTrust

aaxis

GoldmanSachs

UniversityOfChicago

PUC

Itau

BNY

Envestnet

Joe Lahti

Founder & CEO

Duc Hang

Chief Technology Officer

RobRedican

Rob Redican

Chief Revenue Officer

Kristin

Kristin Carlson

Chief Financial Officer

Beniamino Sciaraffia

Managing Partner Latam

RobRedican

James Stratico

Director of Financial Solutions

Steve Marino

Steve Marino

Director of Customer Success

Patricio Eskenazi

Strategy Advisor

Sebastián Ronda

Economist & Head of Research

Vanessa Blasco

Head of Product Development

SUPERCHARGE YOUR BUSINESS

Schedule a full demo and discover how we help deliver better solutions

7900 International Drive

Suite 300 - 7059
Bloomington MN 55425

Av. Apoquindo 5950

Oficina 2-121
Las Condes, RM, Chile

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