Altera Wealth Overview
- Website
- www.alterawealth.ca
- Industry
- Financial Services
- Employees
- 4
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Altera Wealth
Altera Wealth is a Canadian wealth management firm that integrates personalized financial strategies with innovative technology to empower clients in achieving their financial goals. The firm offers a holistic approach to financial well-being, encompassing investment management, tax planning, estate strategies, and risk management. Altera Wealth's state-of-the-art platform, powered by Super Advisor, provides advanced tools for both advisors and clients, facilitating seamless collaboration and comprehensive financial oversight.
Altera Wealth Contact Details
- People in AeroLeads
- 3
Altera Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Anthony Hyundong Kim | Full Stack Developer. |
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| Michael Valentine | Co-founder at Superadvisor.ai - CTO |
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| Miguel Fernando, Cfa |
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Altera Wealth Tech Stack
Data / AI
1 profile
Engineering
1 profile
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