Alpha Tech Partners

Shaping the Future of Professional Wealth & Asset Management Through Innovation

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Turn-Key Innovation Force Multiplier for Wealth & Asset Management Firms

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

Targeted Mission

We specialize in technologies solutions for professional wealth & asset management firms. We “flip” the traditional VC model by identifying industry priorities before seeking solutions.

Efficient & Effective Structure

Collective, outsourced innovation designed to efficiently identify, assess & implement transformative solutions & solve the “We don’t know what we don’t know” problem.

Collaborative Ecosystem

Ecosystem-driven approach backed by specialized resources & events to discover & share industry best practices & prioritize “what works”.

Global Scale & Scope

Global breadth & functional depth to identify & develop exceptional solutions early – helping firms stay ahead of the innovation curve & capture maximum competitive advantage.

Actionable Solutions

Focused on delivering usable, “implementation-ready” solutions able to meet the industry’s stringent regulatory & technology compliance standards.

Enabling Investment Management Leaders to Deliver Exponential Growth

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.

Global Scale & Scope

Global breadth & functional depth to identify & develop exceptional solutions early - helping firms stay ahead of the innovation curve & capture maximum competitive advantage.

Efficient & Effective Structure

Collective, outsourced innovation designed to efficiently identify, assess & implement transformative solutions & solve the “We don’t know what we don’t know” problem.

Collaborative Ecosystem

Ecosystem-driven approach backed by specialized resources & events to discover & share industry best practices & prioritize “what works”.

Actionable Solutions

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 founders, offering expertise, capital, resources, and a strong network within a dynamic innovation ecosystem to drive 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

Resources

Development, integration, compliance & new market entry assistance

Network

Global network of wealth & asset management & investment technology firms

Dedicated to Helping Investment Management Technology Founders Succeed

About Us

Welcome to the Consultive

About Us

Mentor has extensive experience across all industries. We help our clients set new standards of excellence...

Over 20 years of experience we’ll ensure you always get the best guidance. We serve a clients at every level of their organization we can be most useful, whether as a trusted advisor to top trusted our management coach for fronts line employees.