About Adalpha
Adalpha is a company based in Portishead (United Kingdom) founded in 2018 by Jeanette Cook was acquired by A J Bell in March 2021.. Adalpha offers products and services including Touch App and Open Banking Integration. Adalpha operates in a competitive market with competitors including Iress, Planful, Link Group, Modern Wealth Management and iraLogix, among others.
- Headquarter Portishead, United Kingdom
- Founders Jeanette Cook
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Sectors
Technology
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Email
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Phone
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Website
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Social
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- Legal Name Ad Alpha Solutions Ltd
- Date of Incorporation 15 Nov, 2016
- Jurisdiction MANCHESTER, ENGLAND
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Products & Services of Adalpha
Adalpha offers a comprehensive portfolio of products and services, including Touch App and Open Banking Integration. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
App for digital management of client investments and secure messaging.
Feature enabling quick deposits and task execution for advisers.
Funding Insights of Adalpha
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Investors in Adalpha
Adalpha has secured backing from 1 investor. Prominent investors backing the company include A J Bell. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Financial advisory and retirement planning services are provided to users.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Adalpha
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Adalpha
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Adalpha Comparisons
Competitors of Adalpha
Adalpha operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Iress, Planful, Link Group, Modern Wealth Management and iraLogix, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Wealth management solutions are provided online for financial markets.
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| domain | founded_year | HQ Location |
Cloud-based financial planning and advisory solutions are provided for businesses.
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| domain | founded_year | HQ Location |
Retirement and superannuation solutions are provided, including investments and pensions.
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| domain | founded_year | HQ Location |
Wealth management services are provided to clients by the firm.
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| domain | founded_year | HQ Location |
Financial planning software for IRA recordkeeping is offered.
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| domain | founded_year | HQ Location |
Cloud-based practice management solution for financial advisors is offered.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Adalpha
When was Adalpha founded?
Adalpha was founded in 2018.
Where is Adalpha located?
Adalpha is headquartered in Portishead, United Kingdom. It is registered at Portishead, England, United Kingdom.
Who is the current CEO of Adalpha?
Jeanette Cook is the current CEO of Adalpha. They have also founded this company.
What does Adalpha do?
Founded in 2018 and based in Portishead, United Kingdom, Adalpha operates in the fintech sector as an app-based investment platform. Financial advisers are enabled to deliver management tools to clients, including expense tracking and budget oversight. Core operations focus on streamlining advisory services through digital features tailored for customer financial planning.
Who are the top competitors of Adalpha?
What products or services does Adalpha offer?
Adalpha offers Touch App and Open Banking Integration.
Who are Adalpha's investors?
Adalpha has 1 investor. Key investors include A J Bell.
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