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
-
Sectors
Technology
-
Email
Locked
-
Phone
Locked
-
Website
Locked
-
Social
Locked
- Legal Name Ad Alpha Solutions Ltd
- Date of Incorporation 15 Nov, 2016
- Jurisdiction MANCHESTER, ENGLAND
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Adalpha
Adalpha offers a comprehensive portfolio of products and services, including Touch App and Open Banking Integration.
App for digital management of client investments and secure messaging.
Feature enabling quick deposits and task execution for advisers.
Funding Insights of Adalpha
Detailed funding history for Adalpha
Round names, dates, amounts, investors, and valuation history require an active premium plan.
- Round names and dates
- Funding amounts
- Participating investors
- Valuation history
Verified entity values are shown only after access is granted.
Investors in Adalpha
Adalpha has secured backing from 1 investor. Prominent investors backing the company include A J Bell.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Financial advisory and retirement planning services are provided to users.
|
Locked | Locked | Locked |
Investor details for Adalpha
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
- Funding rounds
- Participation history
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Adalpha
Investment portfolio details for Adalpha
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
Verified entity values are shown only after access is granted.
Financial Statements - Adalpha
Detailed financials for Adalpha
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
Verified entity values are shown only after access is granted.
Adalpha Comparisons
Peer comparison for Adalpha
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
Verified entity values are shown only after access is granted.
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.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| Locked | Locked | Locked |
Wealth management solutions are provided online for financial markets.
|
|
| Locked | Locked | Locked |
Cloud-based financial planning and advisory solutions are provided for businesses.
|
|
| Locked | Locked | Locked |
Retirement and superannuation solutions are provided, including investments and pensions.
|
|
| Locked | Locked | Locked |
Wealth management services are provided to clients by the firm.
|
|
| Locked | Locked | Locked |
Financial planning software for IRA recordkeeping is offered.
|
|
| Locked | Locked | Locked |
Cloud-based practice management solution for financial advisors is offered.
|
Detailed competitors of Adalpha
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Adalpha
Complete news archive for Adalpha
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Adalpha
Adalpha was founded in 2018.
Adalpha is headquartered in Portishead, United Kingdom. It is registered at Portishead, England, United Kingdom.
Jeanette Cook is the current CEO of Adalpha. They have also founded this company.
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.
Adalpha offers Touch App and Open Banking Integration.
Adalpha has 1 investor. Key investors include A J Bell.