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Alpha Theory

Alpha Theory

Private
Charlotte, North CarolinaFinTechhttps://www.alphatheory.com/

Last Round

Early Funding

Jan 10, 2024

Total Funding Raised

$391,000

Company Overview

Alpha Theory is a financial technology company that provides a portfolio management and decision-processing platform for global investment managers.

Sector

FinTech

Verticals

Investment Platforms, Financial Data, Wealth Management, Vertical SaaS

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

investment research managementportfolio constructionposition sizinginvestment management softwarefundamental researchinvestment research platformportfolio management systeminvestment processcapital allocationdata integrationinvestment analyticsvertical SaaSinvestment research management systemquantamentalbuy-side softwareinvestment research CRM

Historical Pricing

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Caplight Momentum Score

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Alpha Theory Comparables

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Alpha Theory comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Equity Data Science
87%
Bipsync
82%
Omega Point Research, Inc.
79%

Alpha Theory Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Early FundingJan 10, 2024
Early FundingMay 13, 2015

Key People

Founding team and executive leadership

Dave Huffman

Co-Founder and CTO

Founding Team

Cameron Hight

CEO & Founder

Founding Team

Graham Stevens

CFO & COO

Executive Team

Alpha Theory Investors

Notable investors and investment history

Alpha Theory investors
InvestorRounds
Pittco ManagementEarly Funding

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jan 21, 2025

    Grew 21% QoQ, from 29 to 35 employees.

Alpha Theory Filings

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Alpha Theory filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about Alpha Theory's valuation, stock price, and market status.

Is Alpha Theory a public or private company?

Alpha Theory is a private company.

What is the current stock price of Alpha Theory?

Alpha Theory is a private company with no public stock price. No recent secondary market data is available.

How much is Alpha Theory worth (valuation)?

Valuation information for Alpha Theory is not publicly available.

Can I buy Alpha Theory stock?

Alpha Theory shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was Alpha Theory's last funding round?

Alpha Theory's most recent funding round was Early Funding on January 10, 2024.

Who are the main investors in Alpha Theory?

Key investors in Alpha Theory include Pittco Management.

Will Alpha Theory IPO soon?

No public IPO plans have been announced for Alpha Theory.

How can I track Alpha Theory secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Alpha Theory's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersCharlotte, North Carolina
Employee Range34
Year Founded2006
Last FundingJan 10, 2024

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