Alpheous

Alpheous

Alpheous, Inc.
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About

Alpheous is an on-premises AI platform for asset managers and distribution teams serving financial advisors. Its coordinated agents monitor advisor, product, territory and regulatory signals; rank advisor-product fit; prepare meeting briefs; draft follow-ups; and support research and compliance review. Work is organized across targeting, outreach, compliance and research, with outputs routed to staff for review. Users can approve, edit or reject external communications; Alpheous states that nothing is sent to an advisor without human approval. The product runs on a single-tenant appliance installed within the firm’s network and is managed by the vendor. It connects with systems and data sources including HubSpot, Slack, Gmail, Google Calendar, Broadridge and FINTRX. Firms configure it for their products, data, processes and compliance requirements.

About

Altitude CRM is an AI-native platform built for financial advisors to manage clients, marketing, and growth in one place. It combines CRM, marketing automation, and practice management into a single intelligent system. Advisors can track every client interaction, automate follow-ups, and manage pipelines with Pathfinder AI. The platform includes contact management, opportunity tracking, workflows, calendar and email integration, reporting, and compliance tools. Altitude helps firms standardize service, improve efficiency, and uncover growth opportunities hidden in their data. With secure document storage, built-in analytics, and smart automation, Altitude transforms how advisors organize their work, serve clients, and scale their business.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Asset managers, fund distribution teams and wholesalers that sell through financial advisors, RIAs and broker-dealers

Audience

Financial Advisors, Financial Services, Wealth Management

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$79/user/month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Supported

Company Information

Alpheous, Inc.
Founded: 2024
United States
www.alpheous.com

Company Information

Altitude CRM
Founded: 2025
United States
gainaltitude.ai/

Alternatives

Bancroft

Bancroft

Bancroft Sysyems

Alternatives

Sticky Advisor

Sticky Advisor

stickypages

Categories

AI Sales Agents Supported

Categories

Financial CRM Supported

Integrations

FINTRX Platform Supported
Fireflies.ai Supported
Gmail Supported
Google Calendar Supported
HubSpot CRM Supported
Microsoft 365 Not Supported
Notion Supported
Slack Supported

Integrations

FINTRX Platform Not Supported
Fireflies.ai Not Supported
Gmail Not Supported
Google Calendar Not Supported
HubSpot CRM Not Supported
Microsoft 365 Supported
Notion Not Supported
Slack Not Supported
Claim Alpheous and update features and information
Claim Alpheous and update features and information
Claim Altitude CRM and update features and information
Claim Altitude CRM and update features and information