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

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.

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

RIAs and Wealth Management Firms

Support

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

Support

Phone Support Not 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

No images available

Pricing

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

Pricing

No information available.
Free Version Not Supported
Free Trial Not 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 Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

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

Company Information

Ariath
United States
www.ariath.ai/

Alternatives

Bancroft

Bancroft

Bancroft Sysyems

Alternatives

BITA Risk

BITA Risk

corfinancial

Categories

AI Sales Agents Supported

Categories

Integration Supported

Integration Features

Dashboard Supported
ETL - Extract / Transform / Load Supported
Metadata Management Not Supported
Multiple Data Sources Supported
Web Services Supported

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
Mailchimp Not Supported
MySQL Not Supported
OpenAI Not Supported
QuickBooks Accountants Not Supported
SendGrid Not Supported
Shopify Not Supported
Smartsheet Not Supported
Snowflake Not Supported
Wealthbox Not Supported
WhatsApp Not Supported

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
Mailchimp Supported
MySQL Supported
OpenAI Supported
QuickBooks Accountants Supported
SendGrid Supported
Shopify Supported
Smartsheet Supported
Snowflake Supported
Wealthbox Supported
WhatsApp Supported
Claim Alpheous and update features and information
Claim Alpheous and update features and information
Claim Ariath and update features and information
Claim Ariath and update features and information