202323 Nov

Alpheya Receives $300M From Lunate and BNY Mellon

Summary

Led by Roger Rouhana, CEO, Alpheya will develop a customized wealth management technology platform for wealth and asset managers, private banks, and investment houses in the Middle East and North Africa (MENA). Based in the Abu Dhabi Global Market (ADGM), the company is advancing an end-to-end digital solution that delivers a range of services, including client onboarding, financial planning, portfolio construction, trading and rebalancing, risk management reporting, and analytics. The company invests across the entire private market spectrum including buyouts, growth equity, early and late-stage venture capital, private credit, real assets, and public equities and public credit. Established in 1784, BNY Mellon is America’s oldest bank and the first company listed on the New York Stock Exchange (NYSE: BK). Today, BNY Mellon powers capital markets around the world through comprehensive solutions that help clients manage and service their financial assets throughout the investment life cycle.

Source: Finsmes

Funding

$300M
Amount
Nov 23 2023
Date
-
Investor
Alpheya
Company

Classifications

Companies