Alphathena:
Where Innovation Meets Personalization
We’re on a mission to empower advisors with a platform that personalizes investment strategies and automates the complex tasks of trade execution, rebalancing, and ongoing account management. Differentiate yourself by offering truly customized solutions without the burden of outsourcing or manual processes.
The Alphathena Story
Bridging the tech gap in wealth management.
Mohan Naidu and Tushad Driver, the founders of Alphathena, identified a gap between tech advancements and financial services adoption. They built Alphathena to deliver personalized investing experiences to more people.
Alphathena is a revolutionary next-generation platform for personalized investing. Today, we empower financial advisors, RIAs, wealth managers, fintechs, and TAMPs to seamlessly integrate direct indexing, tax-loss harvesting, and tax-efficient transitions directly into their existing workflows and custodians.
As featured in Wealthmanagement.com:
The Minds Behind the Machines: Mohan Naidu and Tushad Driver, Alphathena
Mohan Naidu
Founder, CEO
Mohan brings deep experience in investment research and technology in his role as CEO. He has been recognized by StarMine and Institutional Investors for his research efforts, and is an avid participant in deep learning AI technology research. Mohan holds an MBA and is a CFA Charterholder, and most recently as Managing Director at Oppenheimer.
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.
Kerri Quinn
Head of Index Solutions
Kerri is a seasoned investment professional, specializing in portfolio management, portfolio construction, direct indexing, tax loss harvesting, and ESG integration. Prior to joining Alphathena, Kerri was a Senior Portfolio Manager at Vanguard focused on direct indexing, and managed portfolios at PGIM Quantitative Solutions, highlighting her comprehensive industry experience and leadership capabilities.
Mark Weeks
Board of Directors
Mark acts as a main point of contact with the ETFS Capital investee companies. By bringing his extensive experience of the asset management space, Mark offers our founders strategic insight alongside general business acumen to bring significant value.
Prior to joining ETFS Capital, Mark was CEO at ETF Securities. He also led UBS’ highly successful Securities Lending Franchise in Zurich and was a Managing Director at Goldman Sachs International.
John Crosson
Board of Directors
John is a successful entrepreneur and angel investor who founded, scaled, and exited two companies. John is an active mentor where he leverages his experience to offer advice to help early stage companies succeed. His passion lies in fostering the entrepreneurial ecosystem to promote business launches, providing mentorship for scale and success, and investing in innovative, fast-growing businesses.
Peter Layton
Advisor
As an advisor to Alphathena, Peter brings unrivaled experience in advising early and mid-stage companies. He is a founding partner of Blackthorne Capital Management, is a member of Hyde Park Angels, and serves as CEO of the family of Warhawk Funds. Peter retired as a Partner from Goldman Sachs in 2005.
Ed Boyle
Advisor
A recognized leader who has successfully held multiple senior executive positions leading businesses, including the operations of three U.S. (SEC) regulated securities markets, Ed’s innovative spirit helps to guide Alphathena’s development. He is an advocate for transparency, liquidity, and operational risk, while also driving technological and regulatory changes with stakeholders, regulators, and customers.
Dean Cook
Board of Advisors
Dean Cook has been in various executive roles with 30 years of experience growing financial services companies from startup through successful exits. A former CEO of FTJ FundChoice and President of Orion Advisor Services, Dean brings deep expertise building and leading sales and service organizations.
