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

Gain is a private markets intelligence platform designed to help professionals source, analyze, and execute deals more efficiently. It provides a comprehensive data ecosystem that connects information on companies, investors, deals, and advisors. The platform offers investment-grade intelligence with deep coverage across private markets, including hundreds of thousands of deals and thousands of investors. Gain enables users to screen entire sectors quickly, making deal sourcing and market analysis more efficient. It replaces multiple point solutions by combining data, research, and execution tools into a single unified platform. The platform is widely trusted by private equity firms, M&A advisors, consultants, and corporate dealmakers. Overall, Gain helps organizations make smarter investment decisions with accurate and interconnected data insights.

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

Gain is ideal for private equity firms, M&A advisors, consultants, and corporate dealmakers who need comprehensive data and insights to source, analyze, and execute investments efficiently

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

Pricing

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

Pricing

No information available.
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 Supported
In Person Not Supported

Company Information

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

Company Information

Gain
Founded: 2018
United States
www.gain.ai/

Alternatives

Bancroft

Bancroft

Bancroft Sysyems

Alternatives

Categories

AI Sales Agents Supported

Categories

Deal Sourcing Supported
Executive Search Supported
Financial Research Supported

Integrations

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