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A personalization platform built for how advisors work.

Platform overview
Direct Indexing

Build direct indexes with client-level personalization.
Tax-Loss Harvesting

Continuous tax-loss harvesting with built-in wash sale compliance.
Transition Analysis

Generate client-ready transition reports in minutes.
Workflow Automation

Streamline advisor-to-PM workflows and internal communication.
Athena AI

Agentic AI engine for automated complex investment tasks.
Open API

Add personalized investing directly to your platform.
What’s new
See how it works for you

Alphathena gives you a personalization platform.

For Growth-Focused RIAs

Deliver Personalized Value. Grow with Confidence.
For Enterprise Home Offices

Scalable Investing Solutions for Forward-Thinking Firms
For Fintech Platforms

Scalable Investing Solutions for Forward-Thinking Firms
What’s new
See how it works for you

Alphathena gives you a personalization platform.

Blog

Stay informed with market insights and platform updates.
Education Center

Access guides and resources on investment strategies
Case Studies

Real-world examples of how advisors scale with Alphathena.
What’s new
See how it works for you

Alphathena gives you a personalization platform.

About us
Why Alphathena

Discover how our platform transforms wealth management.
About Us

Meet the Alphathena team driving innovation
vs. TAMPs

Compare our AI-driven approach with legacy TAMP models.
FAQ

Get answers to common questions about our platform and tech.
vs. Other Direct Indexing Providers

How Alphathena offers greater flexibility, control, and automation.
What’s new
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Alphathena’s VC Funding Featured in WealthManagement.com

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Alphathena was featured in a recent article on Wealth Management, spotlighting our AI-enabled direct indexing tool and our successful $4 million venture capital funding round. This recognition underscores Alphathena’s commitment to advancing fintech innovation and delivering personalized investment solutions to clients.

The article details how our cutting-edge technology is transforming wealth management by enabling more customized, efficient, and tax-optimized investment strategies. Securing this funding marks a significant milestone in our journey to revolutionize the industry with AI-driven solutions.

We’re grateful for the ongoing support and excited to continue leading the way in AI-powered financial innovation.

Read the full article here: Alphathena’s AI-Enabled Direct Indexing Tool Scores $4M VC Funding.

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Tushad Driver Co-founder, CTO

Tushad brings two decades of software development, technology consulting, and product management. He has extensive experience in developing AI, predictive data and analytics, and managing high-performance teams. Prior to co-founding Alphathena, he held high-level positions at Gray Matter Analytics, PwC Strategy, and GE Healthcare.

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