Demystifying why AI is forcing a rethink of wealth management with Alpheya
Wed Feb 04 2026
Hosts Dave and Dharmesh are joined by Roger Rouhana, co-founder and CEO of Alpheya, to explore how artificial intelligence is reshaping wealth and trading infrastructure.
In this week’s episode of the Demystify Podcast, Dave and Dharmesh sit down with Roger Rouhana, co-founder and CEO of Alpheya, for a wide-ranging and thoughtful conversation about the transformation underway in wealth management as AI-driven technology accelerates.
Roger shares how Alpheya was built to provide end-to-end wealth and trading infrastructure for financial institutions, supporting everything from client onboarding and portfolio construction to execution, reporting, and advisory workflows. Backed by major institutional investors, Alpheya operates at significant scale, touching millions of end clients through its partner banks and institutions.
The discussion explores why traditional wealth platforms are struggling to keep pace with changing client expectations. As wealth management “retailises”, clients increasingly demand always-on digital experiences, real-time insights, and personalised guidance, expectations shaped by consumer technology rather than legacy financial systems.
A central theme of the episode is the role of AI in closing the gap between growing demand for advice and the limited scalability of human relationship managers. Roger unpacks recent research showing a surprising willingness among investors to trust AI with advice, and even portfolio management, and explains why this shift is both inevitable and transformative.
For anyone interested in the future of wealth management, the intersection of AI and financial advice, and how institutions can responsibly scale personalised investing, this is a conversation not to be missed.
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Hosts Dave and Dharmesh are joined by Roger Rouhana, co-founder and CEO of Alpheya, to explore how artificial intelligence is reshaping wealth and trading infrastructure. In this week’s episode of the Demystify Podcast, Dave and Dharmesh sit down with Roger Rouhana, co-founder and CEO of Alpheya, for a wide-ranging and thoughtful conversation about the transformation underway in wealth management as AI-driven technology accelerates. Roger shares how Alpheya was built to provide end-to-end wealth and trading infrastructure for financial institutions, supporting everything from client onboarding and portfolio construction to execution, reporting, and advisory workflows. Backed by major institutional investors, Alpheya operates at significant scale, touching millions of end clients through its partner banks and institutions. The discussion explores why traditional wealth platforms are struggling to keep pace with changing client expectations. As wealth management “retailises”, clients increasingly demand always-on digital experiences, real-time insights, and personalised guidance, expectations shaped by consumer technology rather than legacy financial systems. A central theme of the episode is the role of AI in closing the gap between growing demand for advice and the limited scalability of human relationship managers. Roger unpacks recent research showing a surprising willingness among investors to trust AI with advice, and even portfolio management, and explains why this shift is both inevitable and transformative. For anyone interested in the future of wealth management, the intersection of AI and financial advice, and how institutions can responsibly scale personalised investing, this is a conversation not to be missed.