Core Alpha, Inc.

$146.1MAssets under management
as of Mar 2026 · SEC Form ADV
Rochester, NY
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Tech stack

No one at Core Alpha, Inc. has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Core Alpha, Inc.'s own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
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SEI
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Nationwide Advisory
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Folio
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American Funds Distributors, Inc.
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American Funds
Per Form ADV · $405K held · filed Jan 2024
Pontera
Per Form ADV · $126K held · filed Jan 2024