Alpheya

We unlock growth for financial institutions and prosperity for their millions of clients through our nextgen wealth and trading platform

Why Alpheya

Agile innovation meets institutional maturity

Backed by BNY and Lunate, with USD 300 million in committed funding to build MENA’s first wealthtech platform

Built in the region, for the region

Headquartered in Abu Dhabi, Arabic-native and Shariah-embedded, our platform is designed for businesses just like yours

Comprehensive platform for your business

Alpheya serves all your channels, segments (retail, high net worth), and business models (discretionary, advisory, self-directed), with a configurable holistic platform revolutionizing the way wealth management is delivered

The global financial marketplace, at your fingertips

Empowering investment professionals with access to global and local markets, diverse asset classes, and world-leading research from anywhere

AI-first and future proof

Built in the cloud, with AI at its core, Alpheya’s platform is easy to integrate with and built to empower innovation and agility for your business

Hyper-personalization

API first, persona-driven, and highly configurable, Alpheya delivers a Hyper-personalized experience to all users while also enabling you to build your own custom journeys

Global team of leading practitioners

Leadership team of wealthtech experts from leading financial institutions globally, with decades of experience running and building wealth management and wealthtech businesses

Built to deliver business outcomes

Built to deliver the tangible business objectives you are after – capture more clients, grow share of wallet, reduce client attrition, and improve advisor productivity

Our Clients

Institutions

Banks

Family Offices

Pensions and Endowments

Asset Managers

Independent Advisors

Super Apps

Business models

Robo Advisory

Advisory

Brokerage

Discretionary

Our Solutions

Digital Client Experience

For End Clients

Hyper-personalized web and mobile apps, tailored to MENA region
Digital client engagement and account information access
Digital onboarding
Self-directed trading
Robo-advisory with automatic portfolio rebalancing

Wealth Relationship Management

For Relationship Managers

Wealth CRM
Client 360, Account 360, and Portfolio 360 insights
Tasks and workflow management
AI-powered client opportunities
Client acquisition and prospect management

Portfolio Management and Execution

For Advisors

Financial planning and risk assessment
Discretionary portfolio management and advisory
Portfolio analysis, stress testing, and simulation
Single and multi-order execution

AI Copilot

Knowledge assistant
AI-powered insights, opportunities, and next best action
Personalized client communication

Financial Marketplace

Breadth of global asset classes
Pre-built integrations with leading funds and alternatives product platforms
Curated news, market data, and research

Digital Reporting and Analytics

Client retention and growth analytics
Performance reporting and attribution analysis
Metrics and KPI reporting

Our Technology

Modern and flexible tech stack

Cloud-native architecture

Distributed database

Stateless servers

Distributed deployment

AI operating system

Secure and seamless integration

Proprietary wealth data model

Personally Identifiable Information masking via tokenization

API catalog and connectors

Dedicated integration teams

Out-of-the-box connectivity to product and data platforms

Ongoing support and upgrades

In region support

Continuous enhancements and releases