Integrate with your existing TAMP or import your portfolio data. Our platform works with all major providers.
Test your investment ideas using our powerful analytics engine. Run scenarios across 45,000+ securities.
Execute your strategy with automated trading and ongoing risk monitoring. Stay informed in real time.
Spend less time on data management and more time generating alpha
Automated workflows eliminate repetitive tasks so you can focus on finding investment opportunities.
Institutional-grade data and analytics give you the insights needed to act with confidence.
Advanced risk analytics and real-time monitoring help you stay ahead of market volatility.
Manage more portfolios efficiently with automated rebalancing and custom index maintenance.
Retail investors making investment decisions for personal accounts and/or those of direct dependents
Users managing equity assets as part of a regular course of business
Professors, Students, and Educational institutions classroom usage
Users creating research as part of a regular course of business
Centralizes critical data, documents decisions, automates alerts, and creates clear audit trails—helping compliance officers monitor risk, ensure adherence, simplify regulatory reviews and reduce liability risk.
Providing service teams instant client insights, model transparency, and alerts—enabling faster responses, clearer explanations, and more consistent, client communication.




Alpha Vee is a Fintech company with a proven team of software developers with strong financial knowledge.Our software platform is robust and user friendly. Users include individuals, assetmanagers, financial and academic researchers and RIAs. They use our tools to gain access to clean financial data wrapped by a state-of-the-art engine.45,000 global securities, Point-in-time history with ratios, hundreds of factors,aggregates, EOD Pricing, and more.Intuitive tools for ranking systems, screens, risk vs. return analytics, and an automated trading system. Ability to backtest a system using your real-world assumptions.
See a quick demo of our software
Alpha Vee combines deep financial knowledge with a best-in-class software platform that enables us to build, analyze and test equity investment models .
Click here to see a select list of our strategies. Licenses to use the strategies as the underlying value for derivative instruments are issued to stock exchanges, banks, financial services providers and investment houses. We have strategies available through the a number of direct indexing platforms: Click here to see a full list.
Alpha Vee Risk Managed Top 5 Sector Equities and Treasury Bonds
Alpha Vee has developed a comprehensive software platform that can take an
investment idea, model it, test it and apply it to any type of investment instrument.
Leigh Eichel, CEO of Alpha Vee, discusses Direct Indexing with Smartleaf
Alpha Vee's software and indexes are backed by unique fundamental research.
Alpha Vee's Co-Founder Moshik Kovarsky met with Julie Cooling, Founder & CEO, RIA Channel to discuss his fundamental momentum strategy.
Alpha Vee is very different in the way it takes fundamental data and applies a top-down approach to create a market risk adjustment, sector risk investment and stock selection adjustment.
Alpha Vee combines deep industry expertise with actionable insights to help you overcome challenges, save money, and drive business growth. Our integrated software and investment strategies let you focus on alpha-generating ideas and serving your clients.