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Altera Wealth

Altera Wealth

Financial ServicesFlag of CACanada1-10 Employees

Company overview

HeadquartersCanada
Website
NAICS52
Employees1-10

Key Contact at Altera Wealth

Flag of CA

Miguel Fernando

Chief Executive Officer

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.

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Altera Wealth revenue & valuation

Annual revenue$342,220
Revenue per employee$86,000
Estimated valuation?$1,100,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Altera Wealth has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Altera Wealth has never raised funding before.

Frequently asked questions

Altera Wealth is located in CA.
Altera Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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