AlpheousAlpheous, Inc.
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HubSpot AI Prospecting AgentHubSpot
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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
HubSpot Prospecting Agent is an AI-powered sales prospecting tool that researches accounts, finds the right contacts, and drafts personalized outreach so sales teams can prospect more like their top performers. It monitors buying signals around the clock and tells reps when to reach out and why, helping them focus on accounts that are actually showing interest instead of spreading time across hundreds of prospects. The agent can identify and source the full buying committee for each account through connected providers such as ZoomInfo, Apollo, and Surfe, helping reps reach the right decision-makers rather than stopping at the first contact they find. It also drafts outreach in each rep’s voice, personalized by account and grounded in real company signals, so messages feel relevant instead of generic or obviously AI-generated. Outreach can support email, phone, LinkedIn, and other sales channels.
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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
Sales teams and revenue organizations wanting to identify high-value prospects, monitor buying signals, find decision-makers, and automate personalized sales outreach
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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
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 Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$7 per month
Free Version
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
Supported
In Person
Not Supported
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Company InformationAlpheous, Inc.
Founded: 2024
United States
www.alpheous.com
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Company InformationHubSpot
Founded: 2006
United States
www.hubspot.com/products/sales/ai-prospecting-agent
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Categories |
Categories |
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Integrations
HubSpot CRM
Supported
Conversee
Not Supported
FINTRX Platform
Supported
Fireflies.ai
Supported
Gmail
Supported
Google Calendar
Supported
HubSpot AI
Not Supported
HubSpot Agent Hub
Not Supported
Maya
Not Supported
Notion
Supported
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Integrations
HubSpot CRM
Supported
Conversee
Supported
FINTRX Platform
Not Supported
Fireflies.ai
Not Supported
Gmail
Not Supported
Google Calendar
Not Supported
HubSpot AI
Supported
HubSpot Agent Hub
Supported
Maya
Supported
Notion
Not Supported
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