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

OneShot.ai is an AI-powered platform designed to automate and enhance go-to-market strategies by eliminating manual tasks and improving interactions for scalable success. The platform features several AI agents, including the Insight Agent, which automates prospect research to deliver deep insights instantly, and the Personalization Agent, which crafts personalized messages across email, LinkedIn, and calls using insights from the Insight Agent to ensure targeted and impactful communication. OneShot.ai integrates seamlessly with tools like HubSpot, Apollo, Outreach, and SalesLoft, enhancing productivity through its Integration Agent. The Persona Agent increases productivity by automating tasks and crafting outreach that reflects a brand’s unique voice, ensuring every message sounds human and authentic. Additionally, the Scaling Agent balances volume with quality by coordinating with the Insight and Personalization Agents to scale outreach without overwhelming prospects.

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 and marketing teams requiring a tool to automate prospect research and personalize outreach across multiple channels

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

$49 per month
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 Supported
In Person Supported

Company Information

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

Company Information

OneShot
Founded: 2021
United Kingdom
www.oneshot.ai/

Alternatives

Bancroft

Bancroft

Bancroft Sysyems

Alternatives

Apollo

Apollo

Apollo.io

Categories

AI Sales Agents Supported

Categories

Agentic AI Supported
AI Agents Supported
AI GTM Supported
AI Sales Agents Supported
AI Sales Tools Supported
Go-To-Market Supported
Sales Engagement Supported

Integrations

Gmail Supported
HubSpot CRM Supported
Apollo ILS Not Supported
DigitalGenius Not Supported
FINTRX Platform Supported
Fetcher Not Supported
Fireflies.ai Supported
Fullview Not Supported
Google Calendar Supported
HuLoop Not Supported
LinkedIn Not Supported
Outreach Not Supported
Powtoon Not Supported
Radiant Not Supported
Salesloft Not Supported
SharpCloud Not Supported
Slack Supported
Spyderbat Not Supported
Tripadvisor Not Supported
hackajob Not Supported

Integrations

Gmail Supported
HubSpot CRM Supported
Apollo ILS Supported
DigitalGenius Supported
FINTRX Platform Not Supported
Fetcher Supported
Fireflies.ai Not Supported
Fullview Supported
Google Calendar Not Supported
HuLoop Supported
LinkedIn Supported
Outreach Supported
Powtoon Supported
Radiant Supported
Salesloft Supported
SharpCloud Supported
Slack Not Supported
Spyderbat Supported
Tripadvisor Supported
hackajob Supported
Claim Alpheous and update features and information
Claim Alpheous and update features and information
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