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Alphathena Direct Indexing

Alphathena equips advisors with AI-powered tools to deliver customized indexes, advanced tax optimization, and comprehensive account management.

Check out our direct indexing customization tools.

January 10, 2025
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Tushad Driver

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.

Deliver a superior client experience with truly customized investment solutions

Alphathena’s cloud-based platform eliminates the complexities associated with direct and custom indexing, simplifying personalization through tax-loss harvesting, auto-rebalancing, and index lifecycle management capabilities.

Request demo

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Deliver a superior client experience with truly customized investment solutions

Alphathena’s cloud-based platform eliminates the complexities associated with direct and custom indexing, simplifying personalization through tax-loss harvesting, auto-rebalancing, and index lifecycle management capabilities.

Request demo

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Alpathena is an AI-enabled direct indexing platform that helps RIAs strengthen relationships through personalized investing.

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