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

Agent Hub is HubSpot’s central workspace for building, running, and managing AI agents across marketing, sales, and customer service. Agents work with live CRM data so they have the customer context needed to build demand, win deals, and serve customers. Teams can activate ready-made agents or build custom agents on a single canvas using their own prompts, knowledge, tools, CRM data, and connected third-party apps, without coding. Prospecting Agent monitors buying signals and launches personalized outreach, while Smart Deal Progression suggests next steps, CRM updates, and follow-ups after sales calls. Customer Agent resolves common inquiries and qualifies leads across channels using real contact and contract history, freeing service teams for cases that require human attention. Data Agent answers questions about contacts and companies using CRM data, calls, emails, and documents, helping teams research customers and prioritize accounts faster.

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

Marketing, sales, customer service, and teams wanting to build, manage, and use AI agents to automate prospecting, customer support, research, CRM workflows, and AI visibility

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

$0.50 per resolution
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

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

HubSpot
Founded: 2006
United States
www.hubspot.com/products/artificial-intelligence

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Alternatives

Lyzr

Lyzr

Lyzr AI

Categories

AI Sales Agents Supported

Categories

AI Agents Supported
AI Sales Agents Supported
AI SDR Supported

Integrations

HubSpot CRM Supported
ChatGPT Not Supported
FINTRX Platform Supported
Fireflies.ai Supported
Gemini Not Supported
Gmail Supported
Google Calendar Supported
HubSpot AEO Not Supported
HubSpot AI Not Supported
HubSpot AI Prospecting Agent Not Supported
HubSpot Academy Not Supported
HubSpot Content Hub Not Supported
HubSpot Customer Platform Not Supported
HubSpot Data Hub Not Supported
HubSpot Marketing Hub Not Supported
HubSpot Meetings Not Supported
Notion Supported
Perplexity Not Supported
Slack Supported

Integrations

HubSpot CRM Supported
ChatGPT Supported
FINTRX Platform Not Supported
Fireflies.ai Not Supported
Gemini Supported
Gmail Not Supported
Google Calendar Not Supported
HubSpot AEO Supported
HubSpot AI Supported
HubSpot AI Prospecting Agent Supported
HubSpot Academy Supported
HubSpot Content Hub Supported
HubSpot Customer Platform Supported
HubSpot Data Hub Supported
HubSpot Marketing Hub Supported
HubSpot Meetings Supported
Notion Not Supported
Perplexity Supported
Slack Not Supported
Claim Alpheous and update features and information
Claim Alpheous and update features and information
Claim HubSpot Agent Hub and update features and information
Claim HubSpot Agent Hub and update features and information