Elemento Alpha
Elemento Alpha is a Colombia-based quantitative investment advisory firm that uses proprietary algorithms and AI-branded technology to provide portfolio construction and asset selection services for institutional investors, family offices, and high net worth individuals across Colombia, Chile, and Mexico.
- Company typePrivate
- Founded2019
- HeadquartersBogotá, Colombia
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Elemento Alpha does
Elemento Alpha is a Bogotá-based quantitative investment advisory firm founded in 2019 that serves institutional investors, single family offices, multi-family offices, and high net worth individuals across Latin America, with operational offices in Colombia, Chile, and Mexico. The firm describes itself as a "Quant AI and Technology Services" provider and was classified in the source data as a FinTech company powered by AI and ML. Its visible client base is dominated by Colombian fiduciary, banking, and investment management institutions, including Skandia, Sura Investment Management, Itaú, Bancoldex, Fiduoccidente, Fiduprevisora, Alianza Fiduciaria, Fiduciaria Central, Fiduagraria, Accion Fiduciaria, HMC Capital, and Avante Capital Strategies.
The company's core offering centers on proprietary quantitative modeling platforms and algorithms used for asset selection and the construction of strategic and tactical investment portfolios. Elemento Alpha states that it adopts IOSCO and CFA Institute international best practices, and its multidisciplinary team is composed of mathematicians, financial engineers, systems engineers, and economists. The "AI & ML" positioning is prominent in branding and category classification, but no specific model architectures, training data, AI modalities, patents, or technical disclosures were provided in the source material.
Revenue is generated through custom institutional advisory engagements billed on an annual cadence, consistent with asset-based advisory fees or retainer arrangements typical of investment management firms. Distribution is conducted via a consultative enterprise field sales motion targeting institutional and HNW buyers, supplemented by a limited organic presence on LinkedIn, Instagram, and X (Twitter). Elemento Alpha is privately held, has a team of 1–10 employees, and raised a single disclosed funding round of $150,000 in October 2023.
Elemento Alpha firmographics
Firmographics- Name
- Elemento Alpha
- Legal name
- Elemento Alpha
- Website
- https://elementoalpha.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Elemento Alpha is a Colombia-based quantitative investment advisory firm that uses proprietary algorithms and AI-branded technology to provide portfolio construction and asset selection services for institutional investors, family offices, and high net worth individuals across Colombia, Chile, and Mexico.
- Ownership category
- akta.pro rank
Elemento Alpha industry classification
Industry- Product category
- Investment Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)
- akta.pro secondary industry
- Model Portfolio & Portfolio Construction Engines (FSAGAEAD)
Keywords
Where Elemento Alpha is headquartered
LocationHeadquarters
- HQ city
- Bogotá
- HQ country
- Colombia
- HQ region
- Latin America
Offices3 records
Markets served
Elemento Alpha business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales
Revenue model
- Investment Advisory and Portfolio Management Services: Advisory fees for portfolio structuring and asset selection services for institutional investors, family offices, and high net worth individuals. Revenue appears to be generated through asset-based advisory fees or retainer arrangements typical of investment management firms serving the institutional market.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Custom institutional advisory services |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Elemento Alpha product offering
Product offeringCore offering
Elemento Alpha is a quantitative investment advisory firm that provides portfolio structuring and asset selection services for institutional investors, Single Family Offices, Multi Family Offices, and High Net Worth Individuals. The firm uses proprietary technological platforms and quantitative algorithms to build and maintain strategic and tactical portfolios, following IOSCO and CFA Institute international best practices. The service accompanies clients through portfolio creation and ongoing maintenance aligned with their value propositions and investment objectives.
Product overview
Elemento Alpha offers a single unified quantitative portfolio structuring and management service for institutional investors, Single Family Offices, Multi Family Offices, and High Net Worth individuals. The company employs proprietary technological platforms and quantitative algorithms for asset selection and investment portfolio structuring (both strategic and tactical), adhering to IOSCO and CFA Institute international best practices. The service accompanies clients in portfolio creation and maintenance aligned with their value proposition and investment objectives.
Differentiator
Problem solved
Functional benefit
Products and services
- Quantitative Portfolio Structuring and Management Service
Companies that use Elemento Alpha
Customer profileNamed customers12 records
Segments4 records
Ideal customer profiles3 records
Elemento Alpha technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Elemento Alpha partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights5 records
Elemento Alpha competitors and assessment
Company assessmentDirect peers
- Addepar: Addepar provides portfolio management, analytics, and reporting software to advisors, family offices and institutions. It is directly comparable to Elemento Alpha as a quantitative decision-support and reporting platform serving high-net-worth and family-office clients.
- Orion Advisor Technology: Orion offers portfolio accounting, reporting and management software for wealth advisors and enterprises. It is comparable in target market and core service: technology-enabled portfolio oversight for institutional and family-office clients.
- Nitrogen (formerly Riskalyze): Nitrogen provides risk assessment and portfolio analytics tools to wealth advisors and family offices. It is comparable to Elemento Alpha as a quantitative portfolio-construction and risk-analytics platform serving institutional and advisor segments.
- InvestCloud: InvestCloud delivers a digital wealth management and portfolio platform to financial advisors and institutions. It overlaps directly with Elemento Alpha's model-portfolio and advisory technology positioning for institutional and HNW segments.
Broad incumbents
- BlackRock (Aladdin): BlackRock's Aladdin is the leading institutional portfolio management and risk analytics platform. Functionally comparable in portfolio modeling and risk management but operates at unmatched global scale and incumbency.
- FactSet: FactSet supplies financial data, analytics and portfolio analytics to institutional investors. It overlaps with Elemento Alpha's portfolio-construction and asset-selection use case but operates at the level of a broad incumbent data and analytics provider.
- Envestnet: Envestnet is a large wealth management technology platform spanning portfolio construction, reporting and data. It is comparable as a broader incumbent providing overlapping capabilities to advisors and institutions, but at vastly greater scale.
- MSCI: MSCI provides investment decision support, portfolio construction tools and risk analytics for institutional investors globally. Comparable in the analytical core but operates as a global incumbent, not a LATAM-focused boutique.
Regional players
- Tyba: Tyba is a Latin America-focused digital investment and advisory platform. It is comparable as a regionally focused technology-enabled investment platform, although its primary orientation is retail/wealth versus Elemento Alpha's institutional focus.
- GBM (Grupo Bursátil Mexicano): GBM is a Mexican investment management and brokerage group serving institutional and retail clients with portfolio and advisory services. It is a regional peer covering similar institutional investment management needs in one of Elemento Alpha's core LATAM markets.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
Elemento Alpha social profiles
Digital presenceElemento Alpha financial estimates
Financial estimateRevenue estimate
Valuation estimate
Elemento Alpha leadership team
Management profileNumber of profiles
Profiles3 records
Elemento Alpha funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Elemento Alpha M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Elemento Alpha
What does Elemento Alpha do?
Elemento Alpha is a quantitative investment advisory firm that provides portfolio structuring and asset selection services for institutional investors, Single Family Offices, Multi Family Offices, and High Net Worth Individuals. The firm uses proprietary technological platforms and quantitative algorithms to build and maintain strategic and tactical portfolios, following IOSCO and CFA Institute international best practices. The service accompanies clients through portfolio creation and ongoing maintenance aligned with their value propositions and investment objectives.
Is Elemento Alpha a public or private company?
Elemento Alpha is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Elemento Alpha founded?
Elemento Alpha was founded in 2019. It employs 1 to 10 people.
Where is Elemento Alpha based?
Elemento Alpha is headquartered in Bogotá, Colombia, in the Latin America region.
How does Elemento Alpha make money?
One revenue line is on record: investment Advisory and Portfolio Management Services.
Who are Elemento Alpha's main competitors?
Direct peers on record are Addepar, Orion Advisor Technology, Nitrogen (formerly Riskalyze) and InvestCloud. Broad incumbents are BlackRock (Aladdin), FactSet, Envestnet and MSCI. Regional players are Tyba and GBM (Grupo Bursátil Mexicano).
Does Elemento Alpha have an API?
No public API is recorded for Elemento Alpha.
What industry is Elemento Alpha in?
Elemento Alpha's product category is Investment Advisory Services. Its primary akta.pro industry code is FSAEAAAC, Portfolio Construction & Asset Allocation Advisory, with a secondary code of FSAGAEAD, Model Portfolio & Portfolio Construction Engines. Its NAICS code is 523940 and its SIC code is 6282.