We are excited to announce that Altvia, a leading financial service provider in the family office and family wealth industry, was selected as a finalist and winner in the following categories at the Eleventh Annual Family Wealth Report Awards 2024 program:
- Winner: CRM System
- Finalist: Women in Wealth Technology (Individual) – Brie Aletto
Altvia President & CEO, Brie Aletto, and Chief Financial Officer, Christine Dye, were in attendance to accept the award and honored to be recognized amongst such high-caliber finalists at the Gala Ceremony at the Mandarin Oriental Hotel in Manhattan, New York, on May 2, 2024.
The annual Family Wealth Report Awards program recognizes achievement and showcases top-class performance, innovation, and distinction of those who serve the family office, family wealth, and trusted advisor communities in North America.
Brie Aletto, President & CEO of Atlvia, commented on the nominations: “It is a great honor to be selected by the judges among a shortlist of well-respected finalists for these prestigious awards. This recognition is a testament to the hard work that the team puts in every day to ensure our clients are getting best-in-class products and services. Thank you to the Family Wealth Report for highlighting the vigor, variety, and complexity of this industry, and congratulations to everyone who took part in the awards.”
Stephen Harris, ClearView Financial Media’s CEO, and publisher of Family Wealth Report was first to extend his congratulations to all winners and highly commended companies. “Every winning entrant has been subjected to a rigorous and independent judging process and should be rightly proud of the success they have achieved this year. This year we have seen a marked increase in entrants and interest in all our global awards programmes and the Family Wealth Report Awards are no exception. These awards give organisations and individuals the opportunity to clarify their strategic thinking, have it independently validated, be recognized internally and externally and to celebrate in style with their peers. I offer my congratulations and best wishes for the future to all winners and highly commended firms – they are all worthy recipients who join the prestigious list of wealth management professionals who form the global elite of Family Wealth Report winners.”
For more information about the Eleventh Annual Family Wealth Report Awards 2024, check out the program, Acclaim. (Altvia is featured on pages 16-17.)
About Altvia
As the technology pioneer for private capital markets, Altvia drives innovation for GPs to deliver a best-in-class LP experience. Altvia is the first solution to successfully build a fully integrated CRM platform atop Salesforce – empowering private equity, venture capital, family office and other alternative asset professionals to simplify data complexity, efficiently raise and deploy capital, and provide a modern LP experience.
With a commitment to excellence in service, product innovation, and having a deep understanding of the unique needs of the industry, Altvia has become a trusted partner for firms seeking to optimize their processes and achieve unfounded success in the competitive market. Founded in 2006, and acquired by Marlin Equity Partners in 2022, Altvia is headquartered in Broomfield, Colorado, and serves a top-tier global client base.
About ClearView Financial Media Ltd (“ClearView”)
ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events and awards programme.