Personalized Investing. Realized.

Alphathena equips advisors with AI-powered tools to deliver customized indexes, advanced tax optimization, and comprehensive account management.

Personalization or
Performance: Why Not Both?

With Alphathena, advisors can create personalized investment experiences while tracking any benchmark — in real time.

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Meet Client Preferences Head-On

Alphathena offers truly personalized investing solutions delivered via an AI-powered operating system.

How we can help you

Advisors

Break free from the limitations of outsourcing and deliver powerful in-house personalization for your clients.

Enterprises

Add our tech to your existing platform to offer direct indexing without the need for costly in-house development

Fintech Firms

Expand your service offerings by leveraging our platform to empower your clients with personalized investment solutions.

Make Customized Investment
Experiences Your Competitive Advantage

Most direct indexing solutions stop at basic customization or require you to leverage costly third-party managers. Alphathena eliminates the roadblocks to efficient and effective portfolio personalization.

Purpose-Built for Direct and Custom Indexing

Optimize direct index portfolios with tax-loss harvesting, automated rebalancing, and deep analytics on our completely turnkey platform.

Designed to Balance Personalization With Performance

Create personalized strategies that reflect your clients’ unique values and financial goals while maintaining alignment with their desired benchmarks.

Developed to Keep Assets Under Your Control

Seamlessly connect our platform with your existing custodian to maintain investor assets under your control.

Structured for Maximum Scalability

Simplify integration with other technology solutions to create truly streamlined AI-enhanced workflows thanks to our API-driven platform.

Configured to Power Stronger Client Relationships

Focus on client relationships while we handle design, investment transitions, tax-loss harvesting, rebalancing, and ongoing management.

Recognitions & Achievements

Collaborating for Success

Leading provider of low-cost brokerage services, innovative financial tools, and expert advice.

Global leader in investor communications, technology-driven solutions, and data analytics

Trusted resource for comprehensive data, analysis, and insights on exchange-traded funds

Trusted provider of personalized wealth management and investment advisory services

Are you a
Registered Investment Advisor?

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