Alpheous - 2026 Pricing, Features, Reviews & Alternatives

Alpheous is an on-premise, single-tenant AI appliance built for asset managers and wholesale distribution teams at investment firms. Deployed as dedicated hardware inside the firm's own firewall, it runs four coordinated AI agent teams around the clock: Targeting and Signals agents continuously monitor advisor universes and rank next-best-action queues using multi-signal inference across 411 Form ADV data points, 13F shifts, personnel changes, and territory events; Outreach and Coverage agents generate pre-meeting briefs and compliant follow-up drafts; Compliance and Governance agents gate every outbound communication against SEC Marketing Rule and FINRA 2210 requirements and produce a tamper-evident, hash-chained audit log; and Research and Intelligence agents handle performance attribution, thought leadership generation, and knowledge base management. A central orchestrator coordinates all four teams. All outputs require human approval before any communication is sent. Data never leaves the organization and is excluded from model training. Administration is conducted via Tailscale mesh with zero public inbound ports, Cloudflare Access identity gating, per-firm data isolation, and prompt injection defense.

Alpheous integrates directly with existing CRM platforms, writing pre-meeting briefs, FIT scores, coverage gap flags, and drafted follow-ups onto existing contact and company records, with meeting notes and touchpoints syncing back continuously. No new tool adoption is required by wholesalers. Available in three deployment tiers — Mini (up to four territories), Studio (broader coverage with priority support), and Studio Pair (unlimited territories with high-availability redundancy) — the platform is configured and live within 90 days. Target users are wholesalers managing advisor territories and seeking to grow assets under management, with estimated advisor conversation time increasing from 11-13 hours per week to 25-28 hours as administrative and compliance workflows are handled by the agent teams.