Facing tight deadlines and limited resources to meet a surprise unorthodox challenge from New Zealand, the US America’s Cup team responded with innovation - creating with the Stars & Stripes H3, a 60-foot catamaran with a cutting-edge wing sail that delivered a decisive victory for the US Team.
Alpha Tech Partners
Shaping the Future of Professional Wealth & Asset Management Through Innovation
Image: Scuttlebutt Sailing News
Turn-Key Innovation Force Multiplier for Wealth & Asset Management Firms
We provide global, industry-specific innovation capabilities & resources that enable investment management firms to identify, vet & implement directly relevant technologies with the potential to deliver competitive advantage or “Alpha” in three distinct categories.
Strategic Alpha
Growth from new products & services + improved customer acquisition, retention & monetization
Investment Alpha
Higher risk-adjusted returns through innovative data, analytics, securities & markets
Operational Alpha
Expanded margins & reduced risk through enhanced efficiency & precision
Enabling Investment Management Leaders to Deliver Exponential Growth
How We Do It
Targeted Mission
Specialized in technology solutions for professional wealth & asset management firms. We “flip” the traditional VC model by identifying industry priorities before seeking solutions.
Efficient & Effective Structure
Global Scale & Scope
Collective, outsourced innovation designed to efficiently identify, assess & implement transformative solutions & solve the “We don’t know what we don’t know” problem.
Global breadth & functional depth to identify & develop exceptional solutions early - helping firms stay ahead of the innovation curve & capture maximum competitive advantage.
Collaborative Ecosystem
Actionable Solutions
Ecosystem-driven approach backed by specialized resources & events to discover & share industry best practices & prioritize “what works”.
Focused on delivering usable, “implementation-ready” solutions able to meet the industry’s stringent regulatory & technology compliance standards.
Partnering with the Future Leaders of Investment Technology
ATP is a collaborative partner for investment management technology founders. We put founders at the center of our robust investment management innovation ecosystem, providing the expertise, network, capital, and resources necessary for success.
Expertise
ATP know-how + knowledge from the global investment management ecosystem
Capital
ATP invests with conviction, providing initial & follow-on capital to portfolio companies
Network
Global network of wealth & asset management firm & investment technology firms
Development, integration, compliance & new market entry assistance
Resources
Dedicated to Helping Investment Management Technology Founders Succeed
Investment Criteria
Sectors
Technology solutions for professional wealth and asset management firms
Geography
Developed markets in the North American, EMEA & APAC regions
Stage
Stage agnostic with a preference for Series A & B
Check Size
Typically $1M - $5M initial investment with follow-on potential
Business Model
B2B or B2B2C applications with strong margins & recurring revenue
Traction
$1M revenue with material sales to wealth and/or asset management firms