Uncover your alpha.
Get StartedThe Core Difference Defined.
AlphaCore is innovating wealth management by incorporating both alternative and traditional investments into our clients’ portfolios. We are at the forefront of investment management, collaborating closely with families to achieve their specific financial planning goals. By using cutting-edge technology solutions and high-touch client service, we aim to provide a thoughtful and personalized client experience.
We give families an alternative way to manage their wealth.
THAT IS THE CORE DIFFERENCE.
Discover Our Journey
Join our founder, Dick Pfister, as he sits down with iCapital’s Anastasia Amoroso to discuss the innovative ideas that led to the creation of AlphaCore. Gain insights into the visions and strategies at the heart of our firm.
The 2025 AlphaCore Wealth Summit
October 9th, 2025, La Jolla, CA
Business Ownership
Learn how a successful business owner, overwhelmed by managing personal wealth amid 2022’s market volatility, partnered with AlphaCore for a differentiated investment approach. Working with Alphacore allowed him to focus entirely on what he does best: running his company, while AlphaCore focused on mitigating downside risk and building multi-generational wealth.
Securing Generational Wealth
Discover how a couple sought AlphaCore’s expertise to develop a comprehensive financial plan for transferring their wealth to future generations. Through collaborative estate planning and tailored investment strategies, AlphaCore successfully facilitated a smooth transition of assets to the family’s son and grandson, ensuring long-term growth potential and financial security.
AlphaCore Wealth Advisory Strengthens National Platform Through Acquisition of SPC Financial, Deepening Tax-Integrated Wealth Planning Service Capabilities
Partnership expands AlphaCore’s East Coast presence while strengthening next-gen wealth management offerings