AI-native and future-proof
Cloud-native, with AI at the core. Built to integrate easily, and built to keep evolving with your business.
AI-native wealth & trading platform
Build your wealth and trading franchise
We unlock growth for financial institutions and prosperity for their millions of clients through our AI-native wealth and trading platform.
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Backed byBNY
Backed byLunate
Backed byPershing
Committed fundingUSD 300 million
AUMUSD 100 billion
Registered inADGM, Abu Dhabi
Why Alpheya
Built for how wealth actually works
Purpose-built for wealth
Designed from the ground up for how wealth and trading actually work, not retrofitted from generic software.
Institutional foundations
Backed by BNY and Lunate, with USD 300 million committed to building a modern wealth and trading platform.
Built for business outcomes
Win more clients, grow share of wallet, reduce attrition, and lift advisor productivity across every segment and channel.
Our Solutions
1 / 5
AI Agents Hub
AI-native across every workflow
- Embedded across every solution
- Agents that act on your data and policies
- Governed, explainable, auditable
Who we serve
One platform, every kind of book
FAQs
Questions we get from every bank
Most platforms were built for another job and adapted for wealth later. Alpheya was built for wealth and trading from the first line of code, on cloud infrastructure with AI in the core rather than bolted on top.
Agents sit inside the workflows your teams already run — preparing for client meetings, surfacing portfolio drift, drafting rationales, flagging suitability issues. They act on your data and your policies, and every action is logged.
Yes. Advisors get a dedicated workspace: a client 360 view, portfolio analytics, order tickets and an order book, plus maker-checker controls where your governance requires them.
Yes — including automatic rebalancing, model portfolio management and goal-based investing, either fully digital or as a hybrid with an advisor in the loop.
Yes. Alpheya is API-first and designed to sit alongside your core banking, custody and market data providers rather than replace them on day one.
It was designed for this market. That means Arabic and right-to-left support, local currencies, regional regulatory expectations and Sharia-compliant product handling as first-class features.
Yes. Branding, product coverage, workflows and permissions are all configurable, so the experience carries your identity and matches how your teams work.
Clients onboard digitally, see their whole position clearly, trade on their own, and get timely nudges rather than quarterly PDFs. Advisors spend less time preparing and more time talking.
It depends on scope and integrations. A focused first launch is typically measured in months, not years, and we sequence delivery so something real goes live early.
A cloud-native, modular architecture with open APIs and an AI layer that operates across modules instead of living in a single feature.
Data is encrypted in transit and at rest, access is role-based, and every agent action is auditable. Connections run through secured APIs under your own governance and data residency requirements.
You get a named team through implementation and after go-live, with continuous platform releases included rather than priced as upgrades.
Request a demo and we'll walk through the platform against your segments and business model. No generic deck.
See how this works in your environment
A short, focused walkthrough of the platform, mapped to your segments and business model.
Request a demo