Our Timeline
From Vision to Legacy
South Africa | Africa
From Vision to Legacy
In 2021, two passionate financial professionals, Stefan Griesel and Sazar Bronn, joined forces with a shared dream: to build a wealth management business that would place people, relationships, and long-term outcomes at the heart of every decision.
What started as a small group of companies with only a few employees quickly grew into a business driven by purpose, innovation, and a commitment to excellence. From day one, the goal was clear: to help clients make confident financial decisions, build lasting wealth, and create legacies that extend beyond generations.
Altitude Wealth was established on the belief that financial advice should be personal, transparent, and tailored to every client's unique journey. With a clear vision and unwavering determination, the foundations for future growth were laid.
As client relationships grew, so did the business. Altitude expanded to a team of 20 employees consisting of financial advisors and administrative professionals.
This year marked a major milestone with the launch of Altitude Asset Management's first investment solutions:
Altitude Balanced Fund
Altitude Income Fund
Altitude Alternative Fund
Altitude Apex Fund
The launch of the Altitude Livestock Fund later that year further demonstrated the firm's commitment to innovation and alternative investment opportunities.
Growth continued with the launch of the Altitude Private Equity Fund of Fund.
A defining moment came with the opening of our Waterkloof Ridge offices, a purpose-built environment that quickly became known as the home of excellence, collaboration, and wealth creation.
As the financial services industry evolved, Altitude embraced change.
With the FSCA's inclusion of Crypto Assets within the regulatory framework, Altitude successfully positioned itself at the forefront of this emerging asset class.
This year also saw the launch of the Altitude Pinnacle Private Equity Tokenized Asset and the introduction of four model portfolios designed to meet a broad range of investor objectives:
Altitude Conservative Model Portfolio
Altitude Moderate Model Portfolio
Altitude Growth Model Portfolio
Altitude Global Model Portfolio
These solutions strengthened our ability to provide diversified and personalised wealth strategies for every stage of life.
As our client community continued to grow, our focus remained unchanged: delivering exceptional service, building trusted relationships, and helping clients achieve financial confidence.
Every new client, every milestone reached, and every family served became part of the Altitude story.
Today, Altitude Financial Solutions consists of 63 financial advisors and 12 administrators, supported by a team united behind one mission: helping clients build, protect, and transfer wealth with confidence.
What began as a vision shared by two founders has evolved into a respected wealth management business serving clients across South Africa.
While we are proud of our journey, we believe the best chapters are still to be written.
As we continue to grow, innovate, and evolve, our purpose remains the same: to empower people to make better financial decisions, create meaningful wealth, and leave a lasting legacy.
Because at Altitude Wealth, we do not just manage wealth.
We build futures. We protect legacies. We create possibilities.