AlpheousAlpheous, Inc.
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Related Products
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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.
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About
Ariath connects a firm’s CRM, custodian, planning tools, and other existing systems into one intelligent thread, so AI can act with full client context while the firm stays in control of how its data is accessed, governed, and used.
Governance is configured around each workflow rather than applied as a one-size-fits-all policy. Ariath validates role-based access before data reaches an approved AI model, applies configurable redaction to sensitive information, and creates structured, queryable audit records for every request.
Retention settings, prompt injection protection, and tenant-specific deployment provide additional control over how AI interacts with firm and client data.
Ariath helps wealth management firms put AI to work across the organization, multiply advisor capacity, and automate more of the workday without losing control or adding unnecessary risk.
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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
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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
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Audience
Asset managers, fund distribution teams and wholesalers that sell through financial advisors, RIAs and broker-dealers
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Audience
RIAs and Wealth Management Firms
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and VideosNo images available
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Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationAlpheous, Inc.
Founded: 2024
United States
www.alpheous.com
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Company InformationAriath
United States
www.ariath.ai/
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Categories |
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Integration Features
Dashboard
Supported
ETL - Extract / Transform / Load
Supported
Metadata Management
Not Supported
Multiple Data Sources
Supported
Web Services
Supported
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Integrations
Google Calendar
Supported
HubSpot CRM
Supported
Slack
Supported
BigCommerce
Not Supported
ChatGPT
Not Supported
Facebook
Not Supported
Fireflies.ai
Supported
Gmail
Supported
Google Sheets
Not Supported
Lightspeed Retail
Not Supported
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Integrations
Google Calendar
Supported
HubSpot CRM
Supported
Slack
Supported
BigCommerce
Supported
ChatGPT
Supported
Facebook
Supported
Fireflies.ai
Not Supported
Gmail
Not Supported
Google Sheets
Supported
Lightspeed Retail
Supported
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