AI-enhanced platform sets the new standard for what advisors should expect from their direct indexing technology provider.
Alphathena, a leading direct indexing platform for financial advisors, has been recognized with a 2025 WealthManagement.com Industry Award for Direct Indexing, recognizing the firm as the new standard-bearer for personalized investment solutions and custom index creation.
The Wealth Management Industry Awards (“Wealthies”) is the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success.
Alphathena’s award-winning Direct Indexing Platform keeps advisors in control of the entire investing process. AI-enhanced, automated workflows make it simple for firms to design, implement, and maintain custom indices as they scale personalization across all their clients without surrendering any of their unique expertise in investment management.
The Alphathena Direct Indexing Platform delivers capabilities including:
- DIY direct indexing at scale: Build and manage custom indices per account, household, or with sleeves. No subadvisor handoff required.
- Long/short strategies: Combine long and short positions, of any leverage combination up to 200/100, that combine long and short positions, all while keeping total market exposure consistent.
- AI-assisted portfolio design: Optimize weights, risk controls, and apply client-specific value filters in seconds with unique, advisor-directed workflows.
- Always-on tax intelligence: Constant monitoring for tax-loss harvesting opportunities, wash-sale aware rebalancing, and transition assistance tools from legacy holdings.
- Seamless integrations: Custodian-agnostic APIs for trading, reporting, and data sharing with your favorite Fintech platforms.
“This recognition affirms our core belief that advisors should never have to choose between efficiency and personalization,” said Mohan Naidu, founder and CEO of Alphathena. “Advisors deserve technology that allows them to scale custom portfolios across every client relationship without giving up control of the investment management process. We’re proud to offer an investing operating system that helps advisors to differentiate their value and open the door to personalized investing for more investors than ever before.”
A panel of judges made up of top names in the industry, led by WealthManagement.com director of editorial strategy and operations David Armstrong, chose the finalists and determined the winners, recognizing the firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors.
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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