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

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.

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

Sales teams and revenue organizations wanting to identify high-value prospects, monitor buying signals, find decision-makers, and automate personalized sales outreach

Support

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

Support

Phone Support Not Supported
24/7 Live Support 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

$7 per month
Free Version 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

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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 Supported
In Person Not Supported

Company Information

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

Company Information

HubSpot
Founded: 2006
United States
www.hubspot.com/products/sales/ai-prospecting-agent

Alternatives

Bancroft

Bancroft

Bancroft Sysyems

Alternatives

Apollo

Apollo

Apollo.io
Artisan

Artisan

Artisan AI

Categories

AI Sales Agents Supported

Categories

AI Sales Agents Supported
AI SDR Supported

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
Slack Supported

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
Slack Not Supported
Claim Alpheous and update features and information
Claim Alpheous and update features and information
Claim HubSpot AI Prospecting Agent and update features and information
Claim HubSpot AI Prospecting Agent and update features and information