AlphaTrAI Launches First External Fund and Expands Leadership Team to Bring its AI-Enabled Asset Management Platform to High Net Worth Investors and Family Offices.

Virtual Events

CFA Society Los Angeles Fintech Series | Artificial Intelligence: The New World of Asset Management

January 14, 2021 | 4:00pm – 5:00pm Virtual Panel Discussion | 5:00 – 6:00pm Virtual Meeting

Speakers:  Andreas Roell | CEO, AlphaTrAI, Julia Bonafede, CFA | Founder, Rosetta Analytics and Amy Wierenga | Chief Risk Officer, GCM Grosvenor

Our panelists are working on the leading edge of AI in asset management, each in a different way. Moderating the panel is Lilian Quah, CFA, a leading voice in AI asset management. Lilian will help to address investors’ issues and questions in a conversation about the technical, ethical, and transformative power of AI in asset management.

Articles & Press Releases

COVID Unemployment

AlphaTrAI Publishes White Paper On Investment Portfolio Construction Through Understanding Risk | Press Release

January 5, 2021 | 3 Minute Read

AlphaTrAI, Inc. a venture-backed, technology-driven asset management firm, today announced the publication of its first white paper.

The Experts Weigh in on Trends in Digital Wealth for 2021, Part 1 | Digital Wealth News

By Cindy Taylor | December 22, 2020 | 5 Minute Read

Given that 2020 has been a PRETTY “interesting” year, there’s no shortage of individuals ready to kiss this current cycle around the sun good-bye and get back to the business of “normal”, not “new normal”, for 2021.

AlphaTrAI Expands Advisory Council | Press Release

December 3, 2020 | 3 Minute Read

AlphaTrAI Expands Advisory Council with additions of Dan Kreuter of the Gladstone Group and Erik Rannala of Mucker Capital, Names Bill Dwyer Advisory Council Chairman


Fintech Luminaries – Meet Homa Karimabadi of AlphaTrAI | Digital Wealth News

By DWN Staff | November 17, 2020 | 4 Minute Read

We’re excited to introduce Homa Karimabadi, Chief Scientist of AlphaTrAI, talk about Data Science and Artificial Intelligence-Driven Asset Management – Moving past the buzzwords.


Fintech Luminaries – Meet Andreas Roell of AlphaTrAI | Digital Wealth News

By DWN Staff | October 19, 2020 | 5 Minute Read

We’d like you to meet Andreas Roell, CEO of AlphaTrAI, a financial technology firm using an ensemble of custom artificial intelligence algorithms to successfully manage and trade assets.


AlphaTrAI Launches First External Fund And Expands Leadership Team | Aithority

By AIT News Desk | October 16, 2020 | 3 Minute Read

AlphaTrAI, a venture-backed, technology driven asset management firm, announced the launch of its first external fund.

Ex-LPL President Helps Launch Tech-Driven Asset Management Firm | ThinkAdvisor

By Jeff Berman | October 15, 2020 | 2 Minute Read

AlphaTrAI is a venture-backed startup that says it’s out to transform wealth management using AI and machine learning.


AlphaTrAI Launches First External Fund and Expands Leadership Team | WealthTech

By Vasyl Soloshchuk | October 15, 2020 | 2 Minute Read

AlphaTrAI Investor and Former LPL Financial President Bill Dwyer Leads Team Buildout to Encompass Senior Wealth Management Executives, Including Former Invesco CCO, Todd Spillane