Alpha Investment Advisory is a legal 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 many investment institutions and government units. Adhering to the core philosophy of "Passive Investing, Active Life," we are committed to building a simple and complete digital financial planning platform. Through the independent research and development of multiple patented technologies, we subvert the pain points that the general public experiences when using traditional financial products, allowing investors to use a [goal-oriented] investment method so they no longer need to constantly watch the market, choose entry and exit points, or constantly move in and out of the market. Consequently, they can focus their time on more meaningful things in their lives and achieve various life financial goals through a low-cost investment method with stably accumulating returns.

Founded in 2017 by Chairman James Chen (James), we focus on the research and development of the "Robo Advisor" robotic wealth management system, using 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, and 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, every service module can be connected via APIs to provide single or comprehensive solutions and interface with cross-industry platforms, allowing scenario-based financial services to be practically implemented. Looking forward to the next three years, Alpha will actively develop an all-around money manager platform, expand the financial ecosystem, and aspire to become the best leader in Taiwan's fintech industry.
(The content above was translated by AI.)