Fintech Firms
Scaling Innovation with Seamless
Investing Solutions
Who You Are
You’re a B2B fintech firm serving individual investors or financial institutions. You may already offer investing functionality, or you’re looking to add it without the cost and complexity of building in-house. Your leadership team, including CIOs, CTOs, and Chief Product Officers, is focused on delivering cutting-edge client experiences while keeping development time and costs in check.
What You Need
A Competitive Edge
You need a way to stand out in a crowded market with differentiated investing solutions.
Faster Go-To-Market
Building a new investing platform requires time, talent, and money—resources better spent elsewhere.
Seamless Integration
A solution that fits within your existing infrastructure without complex transitions.
We’ve built the technology—so you don’t have to
Our Open API gives you instant access to personalized investing capabilities, dramatically reducing your time to market.
We save you money
Instead of investing in costly development, leverage our cost-effective solution to allocate resources where they matter most.
We enhance your client experience
Personalized investing increases engagement, satisfaction, and retention—giving you a lasting competitive advantage.
See How You Can Scale &
Innovate Faster
“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
A Turnkey Asset Management Platform (TAMP) integrates Alphathena’s direct indexing and tax optimization capabilities, allowing advisors to personalize portfolios at scale. The result? Higher engagement, stronger differentiation, and increased adoption without disrupting the platform’s branding.
