Alpheya

About Alpheya

Alpheya is a next-generation wealth and trading platform aimed at unlocking growth for financial institutions and prosperity for their millions of clients, particularly in the MENA region. Headquartered in Abu Dhabi, the company focuses on delivering a comprehensive, configurable platform for wealth management with a strong regional focus, Arabic-native features, and Shariah compliance.

Products & Services

Digital Client Experience:Hyper-personalized web and mobile apps for end clients in the MENA region, offering digital onboarding, self-directed trading, robo-advisory with automatic portfolio rebalancing, and client engagement.

Wealth Relationship Management:Tools for relationship managers including Wealth CRM, Client 360 insights, workflow management, AI-powered client opportunities, and prospect management.

Portfolio Management and Execution:Services for advisors including financial planning, risk assessment, discretionary portfolio management, portfolio analysis, stress testing, and order execution.

AI Copilot:A knowledge assistant providing AI-powered insights, opportunities, next best actions, and personalized client communication.

Financial Marketplace:Access to global asset classes, integrations with leading funds, and curated news, market data, and research.

Digital Reporting and Analytics:Analytics for client retention and growth, performance reporting, attribution analysis, and KPI metrics.

Specialties

Wealth Management WealthTech AI-Powered Solutions Cloud-Native Architecture Hyper-Personalization Global Financial Marketplace Digital Client Experience Portfolio Management

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Equity T: - FT: Equity	A: 300000000 MR: - FA: $300 million FAN: 300000000	D: 2023-11-21 FD: 2023-11-21	2 investors

Equity Latest

2023-11-21

$300.0M

2 investors (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

R

Roger Rouhana

CEO

D

David Yang

Chief Client Officer

B

Bobby Donchev

Chief Technology Officer

A

Alexis Calla

Chief AI and Revenue Officer

D

Deepak Khanna

Chief Product Officer

P

Piyush Poddar

Chief Financial Officer

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Recent News

Alpheya Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised