AlphaLoops

The only AI sales platform built specifically for the investment industry. Automate prospect identification, regulator approved outreach and RFP responses

AlphaLoops is an AI sales platform built specifically for the investment management industry, helping asset manager sales and marketing teams identify prospects, run regulator-approved outreach, and put together RFP responses. It sits in the Finance category and pulls from a firm's CRM plus outside market intelligence to score opportunities by product fit, timing, and buyer profile, then surfaces who to target next.

The platform automates prospecting research, CRM data enrichment, and campaign targeting while keeping a human in the loop and an audit trail behind every action, which the company says keeps activity compliant by default. Built in London for distribution teams inside asset managers, it aims to originate the right accounts, automate outreach that converts, and help submit stronger RFPs so sales staff spend less time on admin and research and more time with clients.

AlphaLoops is only available through a requested demo rather than published self-serve pricing, putting it in the enterprise pricing category. Investment management sales and marketing leaders looking to modernize distribution can request a demo to see how the scoring and automation work with their own CRM data.

Category: Finance. Pricing: enterprise. Visit website

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