AI-enhanced platform continues to redefine how advisors implement and scale personalized investing with recognition at prestigious industry event.
Alphathena, the leading AI-enhanced direct indexing platform built for financial advisors, has been honored with two 2025 ThinkAdvisor Luminaries Awards. The firm won Industry Disruption for the impact of its personalized indexing platform, and CTO of the Year recognizing co-founder Tushad Driver for his contributions to advancing innovation in WealthTech.
The Luminaries program celebrates the firms and leaders reshaping the business of advice through technology, thought leadership, and operational excellence.
This year’s recognition, fresh off a win at the 2025 WealthManagement.com Industry Awards for best Direct Indexing platform, further cements Alphathena’s role as the leader in helping advisory firms modernize their investment offering without adding operational strain or sacrificing control.
Industry Disruption: A platform that puts advisors back in control
Alphathena’s Direct Indexing Platform gives advisors the ability to design, implement, and maintain custom portfolios at scale, and without outsourcing investment management decisions to a third party.
The platform’s AI-enhanced workflows and developer-friendly architecture offer capabilities including:
- DIY direct indexing at scale: Build custom indices per account, household, or sleeve with no subadvisor handoff required.
- Advanced long/short strategies: Combine long and short positions up to 200/100 to deliver consistent market exposure.
- AI-assisted portfolio design: Optimize risk controls, factor tilts, and client-specific values filters in seconds.
- Always-on tax intelligence: Year-round monitoring for tax-loss harvesting, wash-sale aware rebalancing, and transition planning.
- Advisor-centric integrations: Custodian-agnostic APIs for trading, reporting, and data exchange with modern fintech partners.
“We’re so honored to receive this recognition of the Alphathena mission,” said Mohan Naidu, founder and CEO of Alphathena. “In a world dominated by AI, advisors deserve technology that enhances their expertise and promotes their human perspective first. Our team is committed to building an investing platform that lets firms scale personalization while still remaining fully in control of the entire process.”
CTO of the Year: Celebrating Tushad Driver’s leadership
The Luminaries judges also recognized Tushad Driver, Alphathena’s co-founder and CTO, for his nearly two decades of innovation in software development, predictive analytics, AI, and managing high-performance engineering teams. Before launching Alphathena, Driver held senior leadership roles at Gray Matter Analytics, PwC Strategy, and GE Healthcare.
His vision has been instrumental in shaping Alphathena’s architecture, enabling advisors and fintechs to deploy personalized investing solutions with speed, precision, and zero operational disruption.
“Tushad has created the backbone of what makes Alphathena’s technology possible,” Naidu added. “His work enables us to deliver institutional-level personalization with the simplicity and control that individual advisors and RIA firms have always wanted.”
In addition to his win for CTO of the Year, Driver was also recognized as a Next Gen Rising Star for his vision and efforts to drive the future of financial advice forward.
About the ThinkAdvisor Luminaries Awards
A panel of industry leaders evaluates Luminaries finalists based on innovation, impact, and their ability to meaningfully advance advisor capabilities and client outcomes. The 2025 class highlights the firms and individuals driving progress across technology, practice management, and investment solutions.
Who Is Alphathena?
Alphathena is an AI-enhanced direct indexing platform purpose-built to help RIAs, Broker-Dealers, TAMPs, and OCIOs deliver personalized investing at scale. By putting advisors in control, we make it easy to build, customize, and manage portfolios that reflect each client’s values and goals, without adding operational complexity. With features like multi-account rebalancing, tax-loss harvesting, and API-based automation, Alphathena empowers advisory firms to differentiate their investment offering, prove their value, and scale personalization across every client they serve.
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