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.
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
🏆 Winner: 2023 Morningstar Fintech Showcase
“Alphathena, with its elegant platform and powerful engine, is an example of a growing field of innovators that have learned to harness frontier technologies to deliver better outcomes for investors.”
Lawrence Johnson
Head of Emerging Fintech at Morningstar
WealthMgmt Finalist for Artificial Intelligence and Direct Indexing - 2023, 2024
“Wealthies” is the only awards program of its kind to celebrate the companies, individuals and organizations who are bringing new innovations to market that make a real difference to the daily activities of financial advisors.
ThinkAdvisor Luminaries Finalist in the Financial Planning Firm Award - Innovation category!
The ThinkAdvisor Luminaries Awards honors outstanding individuals and firms in the financial services industry. Recognizing excellence beyond traditional metrics, such as asset growth or product enhancements, the Awards focus on exemplary leadership, groundbreaking innovation, and outstanding community impact by both firms and individuals.
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
