AltaReturn, now operating as Allvue Systems, is a software development company based in Miami, Florida, specializing in enterprise software solutions for the alternative investment industry. The company provides cloud-based software designed to streamline operations, data management, and reporting for private capital markets, including private equity, venture capital, family offices, and fund administrators.
AltaReturn's platform delivers tools for fund accounting, investor reporting, CRM, and workflow automation, helping investment managers and service providers improve efficiency, transparency, and scalability. Their integrated SaaS solutions are built to address the complex operational needs of clients managing alternative assets.
Who Uses AltaReturn?
AltaReturn (now Allvue Systems) serves a diverse range of clients in the financial services sector, particularly those involved in private capital markets. Notable customers include:
- Trident Trust
- Got Your Back
- 4Pines
- IQEQ
- Permian
- Standish Management
These organizations leverage AltaReturn's technology to enhance their fund administration, investor services, and reporting capabilities.
How Was AltaReturn Started?
AltaReturn was founded by a leadership team with significant experience in financial technology, software, and enterprise solutions. Key team members include:
- Marc Scheipe (CEO), who specializes in building successful software and fintech companies
- John Roberts (CFO), with over 30 years in technology company finance
- Deborah DeVerna (Chief People Officer), expert in organizational effectiveness
- Steven Kilby (CTO), with extensive product and technology leadership
- Ivan Latanision (Chief Product Officer), bringing a track record of scaling SaaS organizations
- Aaron Howell (Chief Customer Officer), with global experience in enterprise software
- Tarek Saleh (Chief Revenue Officer), focused on financial services and enterprise sales
- Brad Rosenfeld (Chief Marketing Officer), experienced in growth strategy and product marketing
- Deborah Mason Lefkowitz (Chief Legal Officer), expert in complex commercial transactions
- Mack Santora (Chief of Staff), driving corporate strategy and key initiatives
- Richard Change (Head of PFA Solutions), former Chief Architect at a leading private equity firm
Their collective expertise shapes the company's focus on delivering robust, scalable solutions to the alternative investments market. For more details on their leadership and vision, visit the Allvue About page.
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