Tailored
Solutions
Access industry experts who guide you in every step along your financial journey.
Altafid provides asset management, tax-optimized strategies and estate planning.
Altafid's benefits
U.S. Direct Accounts
Personal investment accounts with selected Custodian Banks.
Safeguard your assets
Invest safely under U.S. regulations
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.
Fiduciary: Trust & Transparency
Fiduciary Standard: Trust & Transparency
Altafid acts as a trusted partner committed to guide you through the different stages of your financial journey. All of our actions are directed to increase your financial well-being. This means your interests as our client come first, before all others. Our focus on your best interests is the cornerstone of our approach.
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Tailored
Plan
Protect your family
Manage
Maximize your wealth
Protect
Take care of your future
Our Platform
Altafid stands at the intersection of financial innovation and state-of-the-art technology. Our one-stop platform allows for online, offline, and hybrid service models.
Single sign-on, easy onboarding, fully integrated custodians and asset managers, intuitive multi-device navigation, readily available statements, and on-demand access to wealth consultants are among the many resources on our platform.
Whatever your financial needs are, we are here for you.
Simple and transparent fee structure
$0
Trading Commissions
0.75%
Low Annual Advisory Fee
$0
Hidden Charges
See how fees impact your returns
USD 1,000,000
6%
Gains
Hypothetical growth of $500,000 USD over 10 years with a 10% return at different fee levels
Returns with annual fees of 0.75%
Returns with annual fees of 6%
Fees of 4%Fees of 0.75%
Fees paid over 10 years
Who We Are
We are an award-winning team of financial and technology experts who joined forces to create the first multi-sided financial marketplace in the world.
About us
Our goal is to balance purpose and profit. We always strive to make decisions that have a positive impact on our stakeholders and the community.
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Still not ready to invest?
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As featured in
Santiago, Chile
Rosario Norte 555, oficina 1604,
Las Condes
Rosario Norte 555, oficina 1604,
Las Condes
This property and any marketing on the property are provided by Altafid and their affiliates.
Brokerage services for our clients can be provided by Charles Schwab & Co., Inc. , Apex Clearing Corporation and Pershing LLC, each a SEC-registered broker-dealer and member of FINRA/SIPC. These broker-dealers are not affiliated with Altafid or its affiliates.
Please consider your objectives before investing. A diversified portfolio does not ensure a profit or protect against a loss. Past performance does not guarantee future results. Investment outcomes, simulations, and projections are forward-looking statements and hypothetical in nature. Any information provided prior to opening an advisory account is on the basis that it will not constitute investment advice and that we are not a fiduciary to any person by reason of providing such information.
Any descriptions involving investment process, portfolio construction or characteristics, investment strategies, research methodology or analysis, statistical analysis, goals, risk management are preliminary, provided for illustration purposes only, and are not complete and will not apply in all situations. The content herein may be changed at any time in our discretion. Performance targets or objectives should not be relied upon as an indication of actual or projected future performance.
Investment products and investments in securities are: NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY A BANK • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities including possible loss of the principal amount invested. Before investing, consider your investment objectives and our fees and expenses. Our internet-based advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide tax advice, nor financial planning with respect to every aspect of a client’s financial situation, and do not incorporate specific investments that clients hold elsewhere. Prospective and current clients should consult their own tax and legal advisers and financial planners.
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