Alpheya
About Alpheya
Alpheya provides a cloud-native, AI-powered wealth management platform tailored for private banks and investment houses in the MENA region, enabling hyper-personalized client experiences and streamlined portfolio management. The platform integrates various business models, enhancing client acquisition and retention while delivering actionable insights for investment professionals.
```xml <problem> Wealth management firms in the Middle East and North Africa (MENA) region face challenges in delivering personalized client experiences and efficiently managing diverse investment portfolios. Legacy systems often lack the agility and integration capabilities required to meet the evolving needs of high-net-worth individuals and institutions in the region. This can lead to inefficiencies in client acquisition, reduced share of wallet, and increased client attrition. </problem> <solution> Alpheya offers a cloud-native, AI-powered wealth management platform designed to address the specific needs of private banks and investment houses in the MENA region. The platform provides a comprehensive suite of tools for digital client engagement, wealth relationship management, portfolio management, and AI-driven insights. By integrating various business models and offering access to global and local markets, Alpheya enables financial institutions to deliver hyper-personalized experiences, streamline operations, and improve advisor productivity. The platform's AI Copilot provides knowledge assistance, identifies client opportunities, and suggests next best actions, while its financial marketplace offers a wide range of asset classes and pre-built integrations with leading funds and alternative product platforms. </solution> <features> - Hyper-personalized web and mobile apps tailored for the MENA region - Digital client onboarding and self-directed trading capabilities - Robo-advisory with automatic portfolio rebalancing - Wealth CRM with Client 360, Account 360, and Portfolio 360 insights - AI-powered client opportunities and next best action recommendations - Financial planning, risk assessment, and portfolio simulation tools - Single and multi-order execution capabilities - Pre-built integrations with leading funds and alternatives product platforms - Digital reporting and analytics for client retention, growth, and performance attribution - Cloud-native architecture with a distributed database and stateless servers - API catalog and connectors for secure and seamless integration with existing systems </features> <target_audience> Alpheya primarily targets banks, family offices, pensions and endowments, asset managers, independent advisors, and super apps operating in the wealth management sector within the MENA region. </target_audience> ```
What does Alpheya do?
Alpheya provides a cloud-native, AI-powered wealth management platform tailored for private banks and investment houses in the MENA region, enabling hyper-personalized client experiences and streamlined portfolio management. The platform integrates various business models, enhancing client acquisition and retention while delivering actionable insights for investment professionals.
Where is Alpheya located?
Alpheya is based in Abu Dhabi, United Arab Emirates.
When was Alpheya founded?
Alpheya was founded in 2023.
How much funding has Alpheya raised?
Alpheya has raised 300000000.
Who founded Alpheya?
Alpheya was founded by Roger Rouhana.
- Roger Rouhana - CEO
- Location
- Abu Dhabi, United Arab Emirates
- Founded
- 2023
- Funding
- 300000000
- Employees
- 52 employees
- Major Investors
- BNY, Lunate