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

Why Alpheya

Rocket Icon

Agile innovation meets institutional maturity

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

Rocket Icon

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

Rocket Icon

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

Rocket Icon

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

Rocket Icon

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

Rocket Icon

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

Rocket Icon

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

Rocket Icon

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

Bank Icon

Banks

Family Offices Icon

Family Offices

Endowments Icon

Pensions and Endowments

Asset Managers Icon

Asset Managers

Advisors Icon

Independent Advisors

Super Apps Icon

Super Apps

Business models

Robots Icon

Robo Advisory

LineChart Icon

Advisory

Presentation Chart Icon

Brokerage

User Three Icon

Discretionary

Our Solutions

Cursor Pointer Icon

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
Wallet Icon

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
GraphUp Icon

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
CPU Icon

AI Copilot

  • Knowledge assistant
  • AI-powered insights, opportunities, and next best action
  • Personalized client communication
Coins Swap Icon

Financial Marketplace

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

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