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Alpha Theory

Alpha Theory

Private
Charlotte, North CarolinaFinTechhttps://www.alphatheory.com/

Last Round

Early Funding

Jan 10, 2024

Total Funding Raised

$391,000

Company Overview

Alpha Theory is a financial technology company that provides a portfolio management and decision-processing platform for global investment managers.

Sector

FinTech

Verticals

Investment Platforms, Financial Data, Wealth Management, Vertical SaaS

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

investment research managementportfolio constructionposition sizinginvestment management softwarefundamental researchinvestment research platformportfolio management systeminvestment processcapital allocationdata integrationinvestment analyticsvertical SaaSinvestment research management systemquantamentalbuy-side softwareinvestment research CRM

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Alpha Theory Comparables

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Alpha Theory comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Equity Data Science
87%
Bipsync
82%
Omega Point Research, Inc.
79%

Alpha Theory Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Early FundingJan 10, 2024
Early FundingMay 13, 2015

Key People

Founding team and executive leadership

Dave Huffman

Co-Founder and CTO

Founding Team

Cameron Hight

CEO & Founder

Founding Team

Graham Stevens

CFO & COO

Executive Team

Alpha Theory Investors

Notable investors and investment history

Alpha Theory investors
InvestorRounds
Pittco ManagementEarly Funding

Alpha Theory Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Alpha Theory Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Alpha Theory's valuation, stock price, and market status.

Firmographic Details

HeadquartersCharlotte, North Carolina
Employee Range39
Year Founded2006
Last FundingJan 10, 2024

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