Our solutions are real-world-tested, supporting millions of accounts for the industry’s top firms.
From emerging firms to global enterprises, we deliver scalable solutions tailored to your goals.
With proven solutions at hand, we adapt, enhance, and customize at the clients’ pace.
We have a focus on long-term success—we aren’t at the mercy of markets or investors.
Our loyal client base provides stability, perspective, and experience across firm types.
Cboe Global Markets, Inc. (Cboe), are defining markets to benefit all participants. Unique among global exchange operators in their capability to drive the global marketplace forward through product innovation.
SMArtX is a pioneering managed accounts technology firm and architect of the SMArtX turnkey asset management platform (TAMP).
Benefit as a Manager by gaining access to a global investor base, and as an Investor, gain from the accessibility to a wide range of tradable investment opportunities
Go beyond direct indexing with custom, tax-managed investment accounts based on any investment strategy.
Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois. It provides an array of investment research and investment management services.
SAM (Smartleaf Asset Management LLC) is a fully owned subsidiary of Smartleaf, Inc, whose automated rebalancing workflow platform helps its clients deliver customized, tax-optimized portfolios at scale.
Virtue Capital Management (VCM) is committed to bringing dynamic, scrupulously researched investment techniques, strategies and portfolios to investment advisors and their clients.
Advyzon is a comprehensive financial technology platform that provides wealth management and practice management solutions for financial advisors and wealth managers.
Director Index Products
30 years of experience as an accomplished marketer and developer of new business opportunities. Excels at finding creative ways to integrate business practices between less-than obvious, yet complementary entities, to the leveraged benefit of each.
Co Founder & CEO
BSIE, MBA Boston University Having served in a variety of senior management positions over 25 years is experienced in software product management, global marketing, sales and distribution.
CFO
BSEE Technion 1973. 40+ years of experience in electronic development, department operational, managerial and financial management in the Israeli Defense Forces, private and public companies.
Director Of Technology
Seasoned Software R&D manager. Previously managed over 40 analysts and software designers.. Multi-cultural, distributed R&D management experience.
Director Research
B.Sc. in Economy from Tel Aviv University. He has 20 years of experience in Macro-Economics Research and Sector Analysis. He specializes in Asset Allocation models and risk analysis.
Director
Mr. Dan Hoz serves as Chief Executive Officer and Principal Accounting Officer of Valor Computerized Systems Ltd. Mr. Hoz served as Chief Financial Officer of Valor Computerized Systems Ltd.
Co Founder & Advisor
B.Sc. Math/CS Cum Laude TAU. 35 years of experience in Hi-Tech development in the IDF and public companies. Rothschild Prize award winner.
Co Founder & CTO
B.Sc. Math/CS Hebrew University Jerusalem. 30+ years of experience in software development and management. Specialize in fin-tech and internet software technologies.
Co Founder & Director
B.A. In Economics and Management. 20 years of experience in capital markets as a wealth manager, head of derivatives trade, and currently managing a family office with ~1B$.
Chief Revenue and Operations Officer
Scott Douglass is an outsourced Chief Revenue and Operations Officer specializing in fintech and wealthtech growth. Through his firm Beacon Business Ventures, he helps companies accelerate revenue, optimize operations, and scale efficiently. With 20+ years of experience at Deutsche Bank, Bloomberg Tradebook, and Instinet, Scott combines strategic insight with operational precision to align go-to-market strategy, technology, and compliance. Scott earned his Bachelor of Arts in History and Finance from St. John’s University and completed the CFP Candidate Program at Fairfield University’s Charles F. Dolan School of Business. He is also active in community leadership, serving with the American Heart Association, Knights of Columbus, and as a Board Member at The Shore & Country Club.
Advisory Consultant
With over 30 years of experience in traditional and alternative investments, Tom O’Donnell has built a career defined by innovation and performance. He began at the Virginia Retirement System in 1987, where he helped pioneer alternative investment strategies and oversaw the Global Equity and Managed Futures programs. Tom later held senior roles at Chesapeake Capital (long-term trend-following CTA), The Bornhoft Group (multi-manager CTA specialist), and 3D Capital Management (systematic defensive equity manager). Driven by a passion for uncovering new sources of alpha and harnessing technology to enhance efficiency, Tom continues to champion forward-thinking solutions across the investment industry.
Alpha Vee combines deep industry expertise with actionable insights, helping you solve challenges and drive growth for your business.
Disclosure: Investing contains substantial risk and is not for every investor. An investor could potentially lose all or more than the initial investment. Risk capital is money that can be lost without jeopardizing ones’ financial security or life style. Only risk capital should be used for trading and only those with sufficient risk capital should consider trading. Past performance is not necessarily indicative of future results.
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