Alpha Theory
Financial Software · North Carolina, United States · 11-50 Employees
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Overview
Headquarters
5701 Westpark Dr Ste 105, Charlotte, Nor...Phone Number
(212) 235-2180Website
www.alphatheory.comRevenue
$16.8 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
2
1
1
1
1
About Alpha Theory
Alpha Theory is a leading portfolio management and decision process improvement platform founded in 2006. It helps global investment managers efficiently size positions and identify uncaptured alpha to drive performance. The platform enables investment teams to leverage their research and data to make informed investment decisions. With almost two decades of experience, Alpha Theory has empowered over 300 managers to enhance their investment process and consistently capture alpha-generating opportunities.Explore more
Alpha Theory Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Alpha Theory
$16.8M
11-50
Private
<$5M
2006
Graham StevensChief Financial Officer & Chief Operating Officer
Company Profile Activity
Activity Insights
Alpha Theory is experiencing very low activity levels compared to other companies in the Software sector.
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Alpha Theory is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Alpha Theory.
Alpha Theory financials insights
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2020
Debt
$150K
Alpha Theory Tech Stack
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Most Recent Scoops
Project
, according to a mid-level source in content & experience, is in the midst of initiatives related to customer experience, service, and success. The organization is currently evaluating various vendors.
Customer Service, Customer Experience, Customer Success
Project
, according to a mid-level source in content & experience, is in the midst of initiatives related to automation / AI for marketing, campaign, and lead management. The organization is currently evaluating various vendors. Alpha Theory will be increasing funding to support these efforts. The organization is utilizing Claude in this area.
Spending/Investment, Automation, Financial Planning, Funding, Lead Management, Artificial Intelligence, Finance
Project
, according to a mid-level source in content & experience, began leveraging AI-driven customer support and chatbots within the last six to twelve months.
Language Technology, Artificial Intelligence, Language
Project
, according to a mid-level source in content & experience, began leveraging AI for data enrichment and hygiene within the last six to twelve months.
Artificial Intelligence
Pain Point
Pain Point, Lead Management, Customer Marketing
Alpha Theory News & Media
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Alpha Theory is a leading portfolio management and decision process improvement platform founded in 2006. It helps global investment managers efficiently size positions and identify uncaptured alpha to drive performance. The platform enables investment teams to leverage their research and data to make informed investment decisions. With almost two... Read More
