The advisor hub
Run your entire practice from one place.
The operational infrastructure platform built first for independent financial advisors. Independence shouldn't mean doing everything yourself: one relationship, every capability, no runaround.
The problem
You didn't go independent to manage a tech stack.
You left the wirehouse for autonomy and the clients you wanted to serve your way. You didn't leave to become your own IT department, compliance officer, marketing team, and vendor manager. The hub gives you back the thing independence was supposed to provide: your time.
01 · Regulatory environment
Built around your regulatory obligations.
SEC, FINRA, state regulators: the compliance burden on independent advisors is real and growing. Every technology decision, vendor relationship, and operational process we recommend is made with your obligations in mind. We don't just understand the rules. We build your infrastructure around them.
02 · One partner
One partner, every function.
You shouldn't need four vendors and six logins to run your practice. We replace that fragmented stack with a single integrated partner who owns every function, from your firewall to your website. One team. One invoice. One point of accountability.
03 · Institutional pricing
Institutional infrastructure, priced for independence.
The technology, security, and operational infrastructure large firms take for granted has been out of reach for independent practices: too costly, too complex, or dismissed by enterprise vendors at this scale. We built Alphaeus to close that gap. Same caliber of infrastructure, priced for independence.
04 · Deployed AI
AI that is deployed, not pitched.
A lot of firms are selling the promise of AI. We're deploying it. Our AI agents are live, in production, and available for your practice today.
05 · Flat pricing
Transparent, flat pricing.
No retainer traps. No scope creep surprises. No billing ambiguity. You'll know exactly what your engagement costs before you sign anything, and you'll never get a bill you weren't expecting.
The record
Measured, not promised.
Run the practice. We'll run everything else.
One conversation is enough to see where the hub fits your practice.