Summary

Alpheya offers a comprehensive nextgen wealth and trading platform backed by BNY and Lunate, featuring a USD 300 million commitment for the MENA region. Designed by Arabic-native leadership in Abu Dhabi and fully Shariah-embedded, the system serves retail investors, high-net-worth clients, and business models using a hyper-personalized AI-first strategy.

We unlock financial institution growth for millions of clients and empower investment professionals with global access to diverse asset classes and world-leading research. The platform integrates seamlessly into existing workflows through a robust cloud-native stack including distributed database technology and secure tokenization.

Key features include hyper-personalization for relationship managers and the ability to build custom portfolios for advisors. The system provides self-directed trading and automated rebalancing capabilities, while also delivering financial planning and risk assessment insights through an AI-powered Copilot. By capturing more clients and growing share of the wallet, our solutions aim to reduce attrition and improve the productivity of financial advisors and relationship managers globally.

Title

Alpheya

Description

Alpheya offers a full suite of cloud-native, AI-powered wealthtech solutions designed to strip away the complexities of wealth management and deliver differentiated experiences, insights, and new opportunities for your business.

Keywords

client, wealth, management, platform, business, advisory, portfolio, clients, region, leading, experience, cookies, solutions, contact, institutions, first, asset

NS Lookup

A 76.76.21.21

Dates

Created 2026-04-13

Updated 2026-04-20

Summarized 2026-04-21