Artificial Intelligence

The intelligent platform for
investing and
financial analysis.

Build investing workflows, create intelligent agents, and automate all finances operations with a platform powered by artificial intelligence.

app.alephix.ai/workspace
Portfolio
Growth & Income
Net asset value
$0.0M
+4.8%
Alpha (30d)
0.00%
+0.32
Sharpe
0.00
-0.04
Performance vs. benchmarkPortfolio S&P 500
Agent activityLive
Signal monitor flagged 3 positions2m
Parsed 14 filings from EDGAR18m
Risk review completed1h

Intelligent workspace

Centralised intelligence for financial operations

Financial agents

Autonomous agents for financial workflows

Secure ecosystem

Institutional security for financial systems

Trusted by industry

Proven by leading financial organisations

Financial Intelligence

A financial platform that drives investing forward

Built with intelligence to transform how you invest, adapt to change, and deliver consistent financial performance.

Ingest market data
Score opportunities
Notify desk

Automate your workflows

Build or use predefined workflows to manage investments, track performance, and adapt efficiently to market conditions.

Summarise Q3 earnings risk
Compare sector multiples
Draft an IC memo

Access prompt library

Reusable, reviewed prompts your whole team can run without rewriting them.

Signal monitorActive
Filings parserActive
RebalancerPaused

Manage finance agents

Deploy, pause, and audit every agent from one control plane.

What drove the drawdown in March?

Chat with data source

Ask questions in plain language across warehouses, filings, and internal notes — with citations back to the source.

SnowflakeBloombergAlephixSharePointS3

Connect to internal systems

Read from the tools you already run on. No migration, no duplicate source of truth.

Adaptable Infrastructure

Infrastructure that adapts to your workflow

Configure the platform to your needs, scaling seamlessly from individual tasks to full team operations.

Quick setup

Integrate quickly with minimal setup and existing systems.

Custom models

Build and deploy models tailored to your investment strategies.

Trusted data

Access reliable, validated data across all financial workflows.

Integrated Solution

Seamless integrations

Connect seamlessly with your existing providers and file systems. Enhance workflows by interacting with your data sources.

Snowflake
Databricks
Bloomberg
FactSet
Refinitiv
Postgres
Snowflake
Databricks
Bloomberg
FactSet
Refinitiv
Postgres
BigQuery
SharePoint
Google Drive
Amazon S3
Notion
Slack
BigQuery
SharePoint
Google Drive
Amazon S3
Notion
Slack
Enterprise Ready

Made for modern finance teams and organisations

Built to support regulated finance teams with security, control, and transparency across every workflow.

Tailored workflows

Configure workflows around your processes and investment strategies.

Audited & tested

Continuously audited and tested to meet compliance requirements.

Full data visibility

Gain complete visibility into data usage and activity.

Governance & permissions

Manage roles, permissions, and policies across teams.

Single tenant deployment

Dedicated environments ensuring isolation, performance, and control.

End to end encryption

Encrypt data across storage, processing, and communication layers.

Unified Intelligence

Everything you need to manage investing decisions

Bring decisions, research, and execution together to act faster with clarity and confidence teams.

All your investing decisions and actions in one place

Centralise every investing decision and action for complete context, traceability, and faster execution.

Explore actions
Decision queue4 open
Approve position increaseToday
Review sector exposureToday
Sign off on IC memoFri

Accurate research across all your financial data sources

Run research across all internal and external data sources in a single workflow.

Explore research
Research runRunning
Filings · 214 docs
Market data · 6 feeds
Internal notes · 1.2k

Intelligent workflows and automation with agents

Automate workflows using financial agents that execute tasks, monitor signals, and adapt continuously.

Explore workflows
Automations12 active
Daily exposure report06:00
Earnings watchlistOn signal
Drift rebalance checkWeekly
Industry Trust

Why investors and teams trust our platform

Trusted by investors and teams for reliable intelligence, secure workflows, and consistent performance at scale.

Alephix automated our workflows and helped us find stronger investment opportunities faster.
John WilliamsPortfolio Manager at Investwise
Agents take on the repetitive tasks so our team can focus on strategy and performance.
Daniel BrooksHead of Research at Northcap
The strong security and governance controls made adoption easy for our regulated finance team.
Emily WatsonAnalyst at Brightpath
Custom models let us adapt strategies quickly and unlock new investment opportunities.
Michael TurnerOperations Lead at Smartly
Researching across all our data sources improved decisions and reduced costly investment mistakes.
Sophia ReedAnalyst at Lumen Capital
Implementation was smooth, and our analysts automated workflows without disrupting existing financial operations.
Oliver BennettDirector of Strategy at Finax
Transparent Pricing

Simple pricing that scales with your needs

Flexible plans designed to support individuals and teams as investing workflows grow in complexity.

Starter

Start investing workflows with built-in intelligence and automation.

$0Per user/month
Get started now
  • Automated workflows
  • Prompt library
  • Finance agents
  • Research across data
  • Secure infrastructure
Team

Collaborate across teams with shared investing workflows.

$0Per user/month
Get started now
  • Multi-user access
  • Shared data visibility
  • Role-based permissions
  • Collaboration workflows
  • Team analytics
Compliance First

Secure by design

Built with security and compliance embedded at every layer to protect sensitive financial data.

SOC2
CCPA
ISO 27001
GDPR
ENCRYPTED
Answering Questions

Everything explained to help you move forward

All you need to know about the platform, pricing, security, workflows, and team collaboration.

Move investing forward with intelligence

Start building smarter investing workflows with secure infrastructure and financial agents.