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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
See how it works for you

See what advisors have built with Alphathena.

Real firms. Real results. How RIAs are using Alphathena to differentiate their practice, win new clients, and deliver personalized portfolios at scale.

featured case study

ICR Partners grew 50% year over year after adding Alphathena's transition analysis and direct indexing platform.

"The biggest benefit is we can now communicate clearly to the end client what's going to happen with their portfolio. We may understand all the nuance, but ultimately we have to create a package that someone without all the context can still understand and understand quickly: this is what's going to happen with my investment."
Image to promote webinar about streamlining advisor workflows with TFR Capital

Live Event: Streamlining Advisor Workflows with TFR Capital

direct indexing

CLIENT SUCCESS STORY: One Team’s Journey to a Tech-first Approach to Direct Indexing

In-Depth Analysis: Exploring Real-World Direct Indexing Case Studies from Verity Wealth Partners and Alphathena

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