AlphaX is an AI-native research platform for institutional investors. We enable research teams to analyze public equities and startup companies with institutional-grade rigor, precision, scale, and independence.

About AlphaX

The Future of Equity Research is Here

AlphaX Technologies operates an independent research platform using AI research agents specialized by sector. Each analysis is verified by experienced human analysts to deliver institutional-quality research at scale.

The platform covers thousands of companies that receive limited or no coverage from traditional sell-side firms. AI processing is combined with professional analyst oversight to provide comprehensive research while maintaining accuracy standards.

AI-Native Platform

Sophisticated AI research agents specialized by sector

Human Verification

Every analysis verified by seasoned professionals

Global Coverage

Unprecedented coverage across underserved markets

Technology & Innovation

Replicating and Surpassing Human Expertise

Digital Twin Architecture

Our proprietary technology creates "digital twins" of expert analysts through sophisticated knowledge capture and activation systems. We've successfully replicated the analytical workflows, decision-making processes, and domain expertise of top-tier equity researchers into our AI framework.

Advanced Agent Orchestration

Multi-Model Integration

Seamlessly combining capabilities from leading foundation models including OpenAI, Claude, Perplexity, and Gemini

Chain-of-Thought Processing

Advanced reasoning capabilities that mirror human analytical thinking

RAG Integration

Real-time integration of market data, news, earnings reports, and SEC filings

Quantitative Models

Sophisticated financial modeling and valuation frameworks

Agentic Workflows

Autonomous task execution and intelligent decision-making

Performance Metrics

AlphaX consistently outperforms standalone AI models:

89%

Accuracy Rate

on complex financial analysis tasks

38%

Higher Accuracy

than Claude Opus 4.1 (50.9%)

42%

Higher Accuracy

than GPT-5 (46.9%)

Superior performance on nuanced questions requiring deep market understanding

Comprehensive Analysis Framework

72-Point Institutional-Grade Research Process

Every company analysis follows our rigorous 9-phase framework, encompassing 72 distinct analytical components:

1

Initial Assessment & Context

  • • Comprehensive forecast requests with ticker identification
  • • Investment assessment including conviction levels
  • • Recent news and disclosure analysis
2

Company & Industry Profiling

  • • GICS classification and competitive landscape analysis
  • • Industry performance reviews and trend identification
3

Market & Technical Analysis

  • • Index options analysis (SPX, NDX, RUT)
  • • Stock options analysis with strike level insights
  • • X Platform sentiment scoring and trend analysis
4

Fundamental Deep Dive

  • • Stock classification and business model analysis
  • • Betting markets and congressional trade monitoring
  • • Wikipedia and social media signal analysis
  • • Capital markets event scanning
5

Financial & Accounting Analysis

  • • Fundamental data pull and NAV calculations
  • • Legal case monitoring and regulatory assessment
  • • Earnings call transcript analysis
  • • Financial quality checks and fraud risk assessment
6

Comprehensive Risk Analysis

  • • Leverage and credit analysis
  • • Macro shock and sensitivity analysis
  • • Concentration and supply chain risk evaluation
  • • Geopolitical and regulatory risk assessment
  • • Idiosyncratic and cyber risk analysis
7

Valuation & Market Positioning

  • • Earnings quality and cash conversion analysis
  • • Volatility and beta analysis
  • • Consensus expectations and revision tracking
  • • Ownership and governance structure review
8

Strategic & Forward-Looking Analysis

  • • Capital allocation and ROIC assessment
  • • Return profile and quality analysis
  • • Options and short interest evaluation
  • • Intrinsic value calculation using multiple methodologies
9

Synthesis & Recommendation

  • • Gamma risk and downside scenario modeling
  • • Composite risk scoring
  • • Near-term catalyst identification
  • • Social media sentiment analysis
  • • Seasonality and corporate action tracking
  • • Earnings thesis and alpha generation
  • • Investment memo creation with actionable insights

Guided by Industry Veterans

AlphaX benefits from the strategic guidance and expertise of seasoned financial professionals who have led equity divisions at the world's premier financial institutions:

MG

Michael Green

Managing Director

  • • Managing Director at Evo Capital Management Asia
  • • Former Head of J.P. Morgan Japan
  • • Former Head of Equities at Merrill Lynch
  • • Expert in cross-border investment strategies
MD

Senior Portfolio Manager

Managing Director at a major hedge fund

  • • Portfolio Manager at leading hedge fund
  • • Former Head of Derivatives Research at major investment bank
  • • Former Head of Derivatives Research at global financial institution (#1 Institutional Investor Ranking)
  • • Pioneer in quantitative arbitrage strategies
YF

Yasuhiro Fujiwara

Managing Director

  • • Former Head of Equities at Nomura
  • • Former Head of Global Markets at Bank of America
  • • Former Head of Equities at Merrill Lynch
  • • 25+ years of experience in Asian and global markets
PK

Peter Kim

Managing Director

  • • Former Head of Global Distribution & Strategy at KB Securities
  • • Former Head of Global Markets at Mirae Asset
  • • Former Head of Equities at Daewoo Securities
  • • Specialist in institutional distribution and market structure