Alpha Investment Advisory is a licensed financial institution regulated by the Financial Supervisory Commission (FSC). Founded in 2017, its "Robo-Advisor" platform was successfully launched in 2020. We have received support and recognition from numerous investment institutions and government units. Adhering to our core philosophy of "Passive Investing, Active Life," we are committed to building a simple and comprehensive digital wealth management planning platform. Through the independent research and development of multiple patented technologies, we solve the pain points experienced by the general public when using traditional financial products. This allows investors to utilize a [goal-oriented] investment method, eliminating the need to constantly watch the market, choose entry and exit points, or frequently move in and out of the market. Consequently, they can focus their time on more meaningful aspects of their lives, achieving various life financial goals through a low-cost investment approach that stably accumulates returns.

Founded in 2017 by Chairman James Chen (James), we focus on the research and development of the "Robo Advisor" system, utilizing Vanguard ETFs or iShares ETFs to help investors construct global investment portfolios, and practically applying Behavioral Finance to investment processes and steps. Alpha is the only startup in Taiwan to win the Golden Goblet Award, the highest honor in the securities and futures industry. At the same time, it has also obtained domestic and international information security and patent certifications, receiving high favor from industry experts and judges. Our team possesses rich experience across industry, government, and academia. The management team has over 75 years of professional financial experience. The platform and system architecture are 100% self-developed, and we expand our channel business through a platform economy model.

Under the constraints of Taiwan's highly regulated financial environment, Alpha has continuously overcome challenges since day one. We insist on designing our robo-advisory services modularly. Through the application of the international Embedded Finance trend, each service module can be connected via API to provide single or comprehensive solutions and interface with cross-industry platforms, enabling the practical application of scenario-based financial services. Looking forward to the next three years, Alpha will actively develop a comprehensive money manager platform, expand the financial ecosystem, and aspire to become the leading pioneer of financial technology in Taiwan.