A Letter From Our Founder

Hi there,

My name is Richard Sun, and I’m the Founder of alphaAI Capital. You’re probably wondering who we are, where we came from, and what we stand for. I’d love to answer those questions for you now.

Who am I?

I am the first generation in my family to be born in the United States. Like many others who have settled in this country, my parents immigrated here with hopes to achieve the American Dream.

Growing up, financial independence was always an important goal in our household. Although my parents encouraged traditional career paths, I found myself naturally drawn to math and problem-solving. In college, that interest led me to major in mathematics, which ultimately set the foundation for my career in finance.

After graduating, I began my career as an investment banker at Barclays, where I worked on complex transactions, including large-scale acquisitions. That experience gave me exposure to how capital markets operate at an institutional level, but I found myself increasingly interested in investing and portfolio management. I later joined a hedge fund in San Francisco, where I gained firsthand experience with systematic investment approaches and risk management.

The Role of Technology in Modern Markets

During my time in institutional finance, one thing became clear: the majority of market activity today is driven by systematic, data-driven processes. These approaches are widely used because they can process large volumes of information efficiently and apply rules consistently, without the emotional biases that can affect human decision-making.

Many institutional investors rely on these tools to support disciplined portfolio management, particularly when navigating changing market conditions. However, access to these approaches has historically been limited by high minimums, complexity, and cost.

Why I Started alphaAI

Over the years, friends, family, and colleagues would often ask me similar questions: how to think about risk, how to stay disciplined during volatile markets, and how to build portfolios aligned with long-term goals. While general guidance like diversification and long-term investing can be helpful, many people were looking for a more structured and systematic way to manage their investments.

I considered recommending traditional options such as investment advisors or hedge funds, but these often come with high fees or minimums that aren’t accessible to everyone. I believed there was an opportunity to use technology to make disciplined portfolio management more widely available.

At a high level, professional portfolio management can be broken down into a few core components: asset allocation, diversification, risk management, and disciplined decision-making. I set out to build systems that could automate these functions using predefined rules and data-driven processes.

Building alphaAI

alphaAI began as a personal project. I spent years researching, coding, and testing different models and portfolio management frameworks. Throughout that process, I focused on building systems designed to operate consistently across different market environments, rather than relying on discretionary decisions or predictions.

Our Mission

I founded alphaAI with a simple goal: to make systematic, technology-driven investment strategies more accessible. We aim to provide tools that help investors manage portfolios in a disciplined way, at a transparent and accessible cost.

The name “alphaAI” reflects our focus on combining modern technology with structured investment processes. While technology can’t eliminate risk or guarantee outcomes, it can help apply investment frameworks consistently and without emotion.

I believe automation can play an important role in portfolio management for many investors, particularly when paired with clear rules and risk controls. That belief is what continues to guide the development of alphaAI today.

Thank you for taking the time to read our story and for your interest in alphaAI. If our approach resonates with you, we invite you to explore the platform and decide whether it fits your investment goals.

Richard Sun

Founder @ alphaAI Capital

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