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RIA · CRD 329205SEC-Registered

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Alpha Vee Advisors

Alpha Vee is a fintech company offering platform technology for building, testing, and executing investment strategies and indexes. It provides integrated...

Overview

Alpha Vee is a fintech company offering platform technology for building, testing, and executing investment strategies and indexes. It provides integrated software and investment strategies trusted by exchanges, asset managers, and wealth management platforms worldwide. The firm delivers style-based strategies, direct indexing, custom index services, and SaaS tools for wealth and asset managers.

General information

Firm type

RIA

Principals

Leigh Eichel

Co Founder & CEO

Shlomo Almog

CFO

Ayal Bahary

Co Founder & CTO

Bini Elhanan

Director Of Technology

Valery katz

Director Research

Dan Hoz

Director

Moshik Kovarsky

Co Founder & Advisor

Alon Gafner

Co Founder & Director

Stephen Lamoreaux

Sr. Advisory Consultant

Scott Douglass

Sr. Advisory Consultant

Tom O’Donnell

Sr. Advisory Consultant

Frequently asked questions

How does Alpha Vee Advisors source proprietary deal flow?

The firm maintains no public solicitation channels. Sourcing almost certainly runs through personal and professional networks built by the principal over decades of business activity. This contrasts with offices that use placement agents, prime brokerage capital introduction desks, or family-office conferences. Access to their deal flow requires a direct introduction, not a pitch deck.

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