Altana Wealth Ltd
175 Oxford Street,
London, W1D 2JH,
United Kingdom
London, W1D 2JH,
United Kingdom
44 20 7079 1080
Banking and Financial Services
Altana Wealth Ltd Technographics
Altana Wealth Ltd Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Altana Wealth Ltd and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 40 Altana Wealth Ltd employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Altana Wealth Ltd has purchased the following applications: Google Workspace (Formerly Google G-Suite) for Collaboration in 2019, Intuit Mailchimp for Marketing Automation in 2013, Bloomberg AIM for Portfolio and Investment Management in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Altana Wealth Ltd is running and its propensity to invest more and deepen its relationship with Google , Intuit , Bloomberg or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Altana Wealth Ltd revenues, which have grown to $30.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Altana Wealth Ltd intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Altana Wealth Ltd Tech Stack and Enterprise Applications
Altana Wealth Ltd Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019 Altana Wealth Ltd deployed Google Workspace (Formerly Google G-Suite) as its primary Collaboration platform. The deployment covers the firm level for a 40 person corporate wealth management team, and the implementation centers on core collaboration services such as Gmail, Drive, Docs, Sheets, Slides, Calendar and Meet, with administration through the Google Workspace Admin console.
The Google Workspace (Formerly Google G-Suite) configuration is consistent with a cloud SaaS architecture, using Google-managed infrastructure and tenant-level controls for user provisioning, group-based access controls and administrative roles. Operational scope includes corporate communications, document collaboration and shared drive management across advisory and support functions, and the deployment is surfaced on the company website as a referenced service. Governance work focused on standard admin configuration, identity and access controls, and data retention settings typical for Collaboration implementations of this scale.
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Altana Wealth Ltd CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Mailchimp | Marketing Automation | CRM | n/a | 2013 | 2013 |
In 2013 Altana Wealth Ltd deployed Intuit Mailchimp as its Marketing Automation platform. The implementation is observable on the company website where Mailchimp scripts and embedded signup forms capture subscriber activity and surface the application for outbound email communications.
Intuit Mailchimp was provisioned to support core Marketing Automation capabilities, including audience and list management, email campaign creation and template management, and automated message flows for welcome and nurture sequences consistent with marketing automation workflows. Configuration work focuses on web‑embedded forms and campaign content orchestration to drive client and prospect communications.
Integration is centered on the corporate website, with embedded Mailchimp forms routing email addresses and consent flags into Mailchimp audiences for segmentation and targeted campaigns. Operational coverage spans marketing and client communications functions within the firm, using Intuit Mailchimp to centralize subscriber data and campaign execution.
Governance and operational ownership align with small firm practice, with in-house marketing or client communications responsible for list hygiene, consent capture via website forms, and campaign approval workflows. The implementation emphasizes standard Marketing Automation controls such as opt‑in management and centralized audience segmentation to support compliant email outreach.
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Altana Wealth Ltd Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Bloomberg | Legacy | Bloomberg AIM | Portfolio and Investment Management | Investment Management | n/a | 2015 | 2015 |
In 2015 Altana Wealth Ltd implemented Bloomberg AIM for Portfolio and Investment Management. The implementation supported the firm s operational responsibility for five funds covering corporate and sovereign bonds, credit default swaps, equity and CFDs, foreign exchange, commodities, futures, and crypto currencies, and it centralized daily cash management and liquidity monitoring across all funds.
Bloomberg AIM was configured to support core portfolio accounting and trade capture, position reconciliation, mark to market valuation, and corporate actions monitoring consistent with the Portfolio and Investment Management category. The implementation included modules for booking trades and new product setup, exception workflows for pricing issues and PnL investigation, fee and expense calculation and invoicing, and FX exposure measurement to support monthly share class hedging.
Operational integrations were built around workflow handoffs with fund administrators and prime brokers, with AIM used to onboard all fund positions and reconcile underlying trade processing to full valuation and position reconciliation. The platform was the system of record for settlement and valuation cycles, driving day to day interactions between portfolio managers, traders, administrators and prime brokers to resolve settlement, pricing and reconciliation breaks.
Governance and rollout work focused on training portfolio managers on Bloomberg AIM and embedding operational procedures for booking, valuation exception handling, corporate action processing and fee invoicing. Front office support responsibilities remained in place for answering PM and trading queries, resolving pricing discrepancies and adjusting hedges based on the AIM maintained FX exposure data.
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Altana Wealth Ltd TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Governance, Risk and Compliance | TRM |
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2021 | 2021 |
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Governance, Risk and Compliance | TRM |
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2021 | 2021 |
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Altana Wealth Ltd CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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Secure Web Gateways (SWG) | CyberSecurity |
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2013 | 2013 |
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IT Decision Makers and Key Stakeholders at Altana Wealth Ltd
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Founder And Chief Investment Officer | CXO | Investment | |
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Head of Investor Relations and Compliance Officer | Director | Finance | |
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Head Of Operations and Compliance Officer | Director | Finance | |
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Apps Being Evaluated by Altana Wealth Ltd Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Altana Wealth Ltd IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Altana Wealth Ltd digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD Altana Wealth Ltd Technographics
Altana Wealth Ltd is a Banking and Financial Services organization based in United Kingdom,
with around 40 employees and annual revenues of $30.0 million.
Altana Wealth Ltd operates a diverse technology stack with applications such as
Google Workspace (Formerly Google G-Suite), Intuit Mailchimp and Bloomberg AIM,
covering areas like Collaboration, Marketing Automation and Portfolio and Investment Management.
Altana Wealth Ltd has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Google, Intuit and Bloomberg.
Altana Wealth Ltd recently adopted applications including
OneTrust CookiePro in 2021, OneTrust Cookie Consent in 2021 and Mimecast Email Security in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Altana Wealth Ltd’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Altana Wealth Ltd’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Altana Wealth Ltd technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.