ABOUT ALPHATAC TEA
About Us – Alphatac CRM
Founded in 2025, Alphatac CRM was born from a simple but powerful realization: many wealth advisor work tirelessly but are held back by fragmented systems, outdated processes, and no recognition for their daily grind.
ALPHATAC Executive Team
CEO & Co-Founder: Kyan Yap
Visionary Leader, Innovator, and Trailblazer in Technology and Business.
With over a decade of experience in technology ventures and strategic digital transformation, KY Yap saw firsthand how underserved the estate planning industry was when it came to sales tools and automation. His vision for Alphatac was clear: create a smart, agent-first CRM that feels like a business partner — not another task.
Kyan Yap leads Alphatac with a commitment to simplicity, scale, and agent empowerment. A tech strategist by background, he’s known for building practical digital solutions that bridge real-world problems.
“We built Alphatac to give agents their time back — and their confidence forward.”
Co- Founder: Rex Lim
Rex Lim, brings a diverse skill set to the world of trust services. Graduating with a B.Bus in Banking & Finance from Melbourne, Australia, in 2003, Rex has earned recognition as a Registered Financial Planner (RFP) in Malaysia and a Registered Financial Consultant (RFC) in the USA.
With an impressive track record of being a thirteen-time Million Dollar Round Table (MDRT) qualifier, including two Court of the Table (COT) qualifications, Rex is known for his exceptional financial acumen.
He has delivered inspiring speeches internationally, captivating audiences in Orlando, Los Angeles, Hong Kong, Anaheim, Dubai, and Lebanon. Rex is also an esteemed author, having published the book “Change 2” in 2020.
His experience includes successfully managing group private trust business portfolios exceeding RM 100 million.
“Every feature in Alphatac is designed to either save time, make money, or reduce stress. If it doesn’t, we don’t build it.”
Co- Founder: Carolyn Lee
Carolyn Lee, is a respected figure in the industry. Her accolades include being a Million Dollar Round Table (MDRT) member, a Certified Financial Planner (CFP) from the USA, and an Associate Estate Planner PR practitioner (AEPP) from Singapore.
Carolyn has gained recognition as the Queen of “Total Holistic Planning” since 2019, solidifying her reputation as a trusted advisor. She has also been recognized as one of the Top 50 Malaysia Outstanding Wealth Advisors of 2023 (MMOWA).
With her extensive experience and accomplishments, Carolyn has successfully managed group private trust business portfolios exceeding RM 100 million.
“We don’t just create software. We create systems that support success.”
