AlpheousAlpheous, Inc.
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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
OwlAgent is a hosted AI assistant accessed through WhatsApp or Telegram. It can read and summarize email, draft replies, find or move calendar events, update CRM records, work with documents and files, and prepare scheduled briefs and reminders across connected services such as Gmail, Outlook, Google Calendar, HubSpot, Attio, Notion, Google Drive, and Slack. Users authorize each connection through the provider's sign-in and can revoke access. OwlAgent shows a trace of its actions, reports failed steps, and requests approval before sending messages or making certain changes. Designed for founders, freelancers, and small teams, it handles routine communication and business administration through chat without requiring automation flows or a separate OwlAgent app. The service is hosted in the EU and responds in the language the user writes in.
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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
Founders, freelancers, and small teams.
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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
Not 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
$9/month
Starter costs $9/month, Pro costs $19/month, and Pro + Agent costs $29/month. A 7-day free trial is available for Pro, with no card required.
Free Version
Not Supported
Free Trial
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
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationAlpheous, Inc.
Founded: 2024
United States
www.alpheous.com
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Company InformationOwlAgent
www.owlagent.me/
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Categories |
Categories |
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Integrations
Fireflies.ai
Supported
Gmail
Supported
Google Calendar
Supported
HubSpot CRM
Supported
Notion
Supported
Slack
Supported
Attio
Not Supported
Cal.com
Not Supported
Calendly
Not Supported
Discord
Not Supported
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Integrations
Fireflies.ai
Supported
Gmail
Supported
Google Calendar
Supported
HubSpot CRM
Supported
Notion
Supported
Slack
Supported
Attio
Supported
Cal.com
Supported
Calendly
Supported
Discord
Supported
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