About Alpha Theory

our mission

Founded with a purpose

Alpha Theory was built to bring together disparate data sources into a central engine that optimally sizes positions so investment teams can discover alpha hidden in their portfolios. Since our beginnings in 2006, we have incorporated the best-practices from hundreds of implementations and thousands of conversations with portfolio managers, risk managers, traders, and analysts. Today, Alpha Theory is an ecosystem that supports fund managers’ decision making by providing best-in-class software plus a community of process-minded managers that share a common desire to leverage insights from their data to improve their results. We are proud of what we have accomplished and look forward to continuing to expand the Alpha Theory Ecosystem to help our clients Be Better.

in Assets Managed on the Alpha Theory Platform
Investment Process  Discussions with PMs & Analysts
Fund Clients Since Inception

Authentic Partnership

Alpha Theory partners have access to a team of investment-process experts - data scientists, risk professionals, investors, analysts, and technology engineers - who are aligned with their goals. We aren't afraid to roll up our sleeves and do what it takes to ensure our clients succeed. We are driven by our desire to help our clients Be Better.

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Contact Us

Have a question? We’d love to help!

Alpha Theory
5701 Westpark Drive, Suite 105
Charlotte, NC 28217