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Swiss fintech continues robust growth and innovation during the first half of 2024

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Pioneering Swiss fintech strengthened position in domestic
and international markets
Automated dividend forecasting feature introduced to wealth platform, alongside more than twenty upgrades to existing functionalities
Strong commitment to the industry community by enhancing business development programmes and communication activities

ZUG, Switzerland, July 3, 2024 /PRNewswire/ — Altoo AG, a fintech empowering ultra-high-net-worth individuals, family offices, and investment professionals to easily understand every aspect of the complex wealth under their care, announced that its commitment to client satisfaction and innovation has taken the company to new heights in 2024. The company made further progress in implementing its business development strategy and consistently pushed ahead with its innovation projects for the Altoo Wealth Platform.

High satisfaction among growing client base

Since the start of this year, Altoo has welcomed new clients in six countries across three continents and maintained an industry-leading client retention rate.

The substantial growth momentum was primarily attributed to the first six months of the year, which saw a double-digit increase in new clients. The company received an impressive 98% customer satisfaction score from respondents to a survey conducted this March. The ability to effortlessly view all of their assets in one place was rated by 93% of respondents as the Altoo Wealth Platform’s main selling point and the top benefit of utilising this digital wealth management solution. In addition, 64% of respondents indicated that Altoo’s servicing team exceeded or greatly exceeded their expectations.

Besides the continuous growth and investment into the platform Altoo welcomed various new team members to support the continued growth and ensure service and support levels remain as high as of today with expected additional asset volume and overall clientele.

Enhancements to the flagship product

As of this May, the Altoo Wealth Platform – the company’s primary offering, recognised by Forbes for four years running as one of the best family office software solutions – featured automated dividend forecasting. Altoo clients now have an easy way to incorporate upcoming securities dividend payments into their cash flow and liquidity planning. This new feature is one of over twenty technical improvements rolled out during the first half of this year, including enhanced capabilities for monitoring cash flows as well as tagging and filtering asset records.

“These recent upgrades are the latest examples of how we strive to put clients’ needs in the center. Our primary objective is to make managing complex wealth simple for our clients. We want to continuously deliver an even better user experience and strengthen our foundation for future innovation,” explains Ian Keates, CEO of Altoo AG.

Meeting industry and client communication needs

Under the guidance of Ian Keates, a highly experienced technology leader and strong advocate for open finance solutions, Altoo AG has been actively focusing on business development plans, striving to meet the needs of its industry community, and increasing awareness about digital wealth management solutions.

The company attended the Europe Investment Family Office Summit 2024 in Lausanne, Switzerland, and the SFO Week in London, to talk about important industry issues besides connecting to peers and customers.

To continue finding new ways to apply Altoo knowledge, the Altoo Insights Podcast series debuted this March. Its goal has been to shed light on the influence that digitalization and affluent individuals’ evolving expectations have on the wealth management industry. In particular, in the first episode, Ian Keates stressed the importance of investing in modern technology to improve and personalise the client experience.  

About Altoo AG

Altoo is a wealth management fintech founded in 2017 and headquartered in Zug, Switzerland. The company’s flagship product, the Altoo Wealth Platform, aggregates wealth data from multiple sources to deliver comprehensive wealth analysis, performance and reporting. It is a modern and sophisticated, highly secure, SaaS platform, 100% Swiss developed and hosted. Altoo AG was named among the best providers of Family Office Software by Forbes Magazine and a Top 5 Growth Startup at the Swiss Fintech Awards in 2023. Constantly seeking new ways to simplify complex wealth for clients in over 20 countries, Altoo AG recently partnered with Divizend GmbH to optimise the Altoo Wealth Platform’s cash flow and liquidity planning features.

Additional resources:
Company website: The Altoo Wealth Platform | Altoo AG
Corporate Blog Altoo Insights: Insights | Altoo AG
Newsletter Subscription: Subscribe | Altoo AG
Media Enquires: Media Enquiries | Altoo AG

Media Contact: 

Alexandra Sabolova
+41 78 311 5625

Logo – https://mma.prnewswire.com/media/2244340/Altoo_logo.jpg

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SOURCE Altoo AG

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Threekit Launches AI Sales Agent for Manufacturers

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The Threekit Sales Agent helps sellers who are overwhelmed with the complexity of selling manufactured products. It gets sellers to a proposal in seconds rather than hours and works with existing CPQ, B2B commerce, and ERP systems.

CHICAGO, June 18, 2026 /PRNewswire/ — Threekit today announced the Threekit Sales Agent, built on its new native AI platform. The Agent makes guided selling effortless by digesting a wide variety of customer requirements and recommending valid configured solutions instantly.

For 30 years, CPQ and ERP have been the backbone of how manufacturers quote, make and order products. But the modern seller expects something faster and more intuitive in the age of AI.

The Threekit Sales Agent is the first sales tool manufacturing sellers actually love.

Reps start with what they already have: notes, voice memos, photos, documents, RFPs, line drawings, competitive quotes. The Agent doesn’t wait for a complete spec. It reads the customer’s intent, works toward a valid quote, and takes the next step on its own – asking the rep what’s missing, flagging conflicts before they become errors, and proposing the next valid configuration the rep didn’t see.

When requirements change mid-deal, the Agent reasons through the impact and adjusts the proposal in place. No starting over. It catches a rule violation the rep would have shipped, spots an incompatible option and recommends the fix, and keeps the deal moving toward a quote it knows is valid. Threekit Sales Agent can be deployed across direct sales, channel sales, dealer networks, websites, and ecommerce.

“There’s a huge gap in the Guided Selling stage that sits in front of CPQ and B2B systems on the path to a quote,” said Matt Gorniak, CEO of Threekit. “There’s massive demand to use AI to make complex products easier to sell. We see it directly – revenue for our AI Sales Agent has grown more than 229% in the last year.”

Threekits AI platform built for enterprise trust, safety, reliability, and proof: more than 10M configuration-to-quote sessions monthly, a 99.8% SLA, ISO 27001 certification, and 150 enterprise customers. Threekit’s AI Sales agent has grown revenue 229% in the last year.

About Threekit

Threekit helps manufacturers make complex products easier to sell. Its AI Sales Agent reasons over product data, configuration logic, visual selling, governance, and enterprise integrations to drive a deal from customer request to valid, configured proposal on its own.

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CENTEGIX Launches The Safety Signal Podcast, Where Crisis Meets Connection

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New podcast hosted by CMO Robb Monkman and national school safety leader Ron Self debuts with Chief Development Officer Dr. Roderick Sams

ATLANTA, June 18, 2026 /PRNewswire/ — CENTEGIX, the leader in incident response and everyday safety solutions protecting more than 18 million people across 50 states, today announced the launch of The Safety Signal, a new podcast dedicated to the people, innovations, and conversations redefining what it means to feel safe at work.

Safety is earned in the moments most people never see. The Safety Signal brings you the people who live those moments, trading worst-case theory for what actually works.

Hosted by CENTEGIX Chief Marketing Officer, Robb Monkman, alongside co-host, Ron Self, a nationally recognized school safety leader, each episode bridges the gap between crisis and connection, bringing together educators, healthcare leaders, safety experts, and innovators to explore safety not just as a crisis response, but as a driver of culture, retention, trust, and organizational improvement.

“We are not just talking about technology,” said Monkman. “We are talking about the teacher who can focus on her students. The nurse who can focus on her patients. The leader who can focus on their people. That is what safety looks like when it actually works.”

Debut Episode: Safety as a School Improvement Issue

The first episode of The Safety Signal is available now, featuring CENTEGIX Chief Development Officer Dr. Roderick Sams, known to colleagues and partners as Rocky. A former award-winning principal, teacher, and coach, Dr. Sams brings a career built in classrooms and school buildings to a conversation about why safety sits at the center of every school improvement challenge facing leaders today.

Topics covered in the debut episode include the real cost of teacher turnover, the downstream impact of unsafe environments on enrollment and community trust, and what school leaders wish they had known sooner.

“Success is determined by where you end, not where you start,” said Dr. Sams. “Safe schools give every student and every educator a fighting chance at that.”

Where to Listen

The Safety Signal is available now at:

Website: https://www.centegix.com/resources/the-safety-signal-podcast
YouTube: https://www.youtube.com/watch?v=GJZvrdMqaTg
Spotify: Available now
Apple Podcasts: Available now
Amazon Music: Available now

Available wherever you get your podcasts.

About CENTEGIX

CENTEGIX is the leader in rapid incident response and everyday safety solutions, protecting more than 18 million people across 18,000+ locations in 50 states. The CENTEGIX Safety Platform, including CrisisAlert wearable panic buttons, Safety Blueprint critical incident mapping, Visitor Management, and Reunification, gives organizations the tools to plan for and respond to any emergency, from the everyday to the extreme. CENTEGIX serves K-12 and higher education, healthcare, government, commercial, and public safety organizations nationwide. CENTEGIX is backed by Charlesbank Capital Partners and Gauge Capital.

For more information visit www.centegix.com

CONTACT: marketing@centegix.com

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ICON International Launches Content and Entertainment Solution, Establishing New Pathways for Brand-Funded Film and Television

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Industry Veteran Aaron Tabas to Lead Offering with First Wave of Partnerships Including Imagine Entertainment, Pro Shop and more

STAMFORD, Conn., June 18, 2026 /PRNewswire/ — ICON International, the media-backed financial solutions company, today announced the official launch of its Content and Entertainment solution, a new practice dedicated to solving the industry’s most persistent challenges in content funding, production, and distribution. ICON will debut the offering this month at the Cannes Lions International Festival of Creativity (June 22–26), where its executives will meet with brands, agencies, and producers to discuss how the new practice is rewriting the economics of brand-funded entertainment.

The new offering, led by industry veteran Aaron Tabas, has already established strategic partnerships with leading talent agencies, creators, and distributors. Leveraging ICON’s core strength as a media and financial solutions partner, the new offering gives brands, creators, and distributors access to innovative, flexible financing structures that make content initiatives more streamlined, cost-effective, and impactful.

“ICON has always sat at the intersection of media, content, and advertising,” said Reid Steinberg, EVP, Media Director at ICON International. “This new offering formalizes what we have long done best—connecting brands with culture through financial expertise and strategic partnerships.”

Three Core Solutions for Content Financing and Distribution
ICON’s Content and Entertainment solution offers partners three proprietary funding models:

Working Media Solution: ICON unlocks funding for a brand’s content initiatives by creating added value around its existing media investments.Media Trade Solution: ICON funds content projects on behalf of brands and distributors in exchange for future advertising inventory.Independent Financing: ICON serves as a traditional film and television financier, bringing its brand and distributor relationships and marketing expertise to the table alongside capital.

“Working with ICON has changed how we think about brand partnerships,” said Marc Gilbar, President of Brands, Partnerships & IP at Imagine Entertainment. “They came to the table not just with financing, but with a deep understanding of what it takes to make engaging content. ICON has given filmmakers and brands a new roadmap to making their most ambitious projects possible.”

Projects at Launch
From documentary film to scripted prestige television to indie features and viral social content, ICON has already assembled a diverse portfolio of projects that demonstrates the full range of what its funding and distribution models can offer clients. Across each, the throughline is bringing together best-in-class creative partners and giving them the resources to tell stories at the highest level.

Amelia, Feature Documentary in Partnership with CNN Films, Imagine Documentaries, Storyville Films and produced in association with ICON and Sandbox Films: ICON is a core funding partner on Amelia, a feature documentary billed as the definitive portrait of Amelia Earhart. Produced by CNN Films, Imagine Documentaries and Storyville Films, directed by Academy Award Nominated and Emmy-Winning Julie Cohen and Betsy West and set to air on CNN, the project represents the kind of premium, culturally significant content ICON was built to support. The partnership was brokered by CAA Media and Entertainment Partnerships and signals the caliber of relationships the solution brings to the table.The Artist, Limited Series in Partnership with The Network: ICON’s reach extends to scripted prestige television with The Artist, the Gilded Age murder mystery limited series from creator Aram Rappaport featuring an ensemble cast that includes Mandy Patinkin, Janet McTeer, Patti LuPone, Hank Azaria, and Zachary Quinto. ICON funded the program for The Network, the free, ad-supported streaming platform demonstrating the model’s ability to support not only individual titles but the platforms that distribute them. The Artist premiered on The Network over the 2025 holiday season and is streaming now at thenetwork.stream.Social Content Series, in Partnership with Dude Wipes and Pro Shop: ICON executed a social content series for DUDE Wipes in partnership with Pro Shop, a leading golf media company. The series, executed by Skratch Golf with its unique media rights, featured the PGA TOUR’s best players navigating pressure-packed on-course situations during one of the year’s most attended events, the Waste Management Phoenix Open. The program generated more than 3 million views across Skratch Golf’s media channels and exceeded engagement benchmarks.dAte, an Independent Feature Film: ICON is also putting its Independent Financing model to work on dAte, an indie horror film currently in production with Squid Farm Productions. The project showcases ICON’s role as a traditional film financier pairing capital with the brand relationships and marketing expertise that independent filmmakers rarely find in a funding partner.

“What we’ve built is a fundamentally different way for brands and creators to work together,” said Aaron Tabas, who leads ICON’s Content and Entertainment solution. “The projects we’re bringing to Cannes reflect what’s possible when you remove the financial friction from the creative process. We’ve partnered with some of the best producers, agencies, and distributors in the business, and we’re just getting started.”

ICON at Cannes Lions
ICON’s Content and Entertainment team, led by Tabas, will be on the ground at the Cannes Lions International Festival of Creativity, June 22–26, meeting with brands, agencies, producers, and distributors to discuss partnership and financing opportunities.

About ICON International
ICON International is a media-backed financial solutions partner that transforms underutilized resources into measurable growth. With the trust of over 350 organizations, ICON combines strategic know-how, creativity, financial expertise, and unmatched media partnerships to create enterprise value for its clients. For more information, visit www.iconinternational.com.

Media Contact: iconinternational@jainepr.com

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SOURCE ICON International

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