Back to Organizations
Alphathena
Alphathena is an AI-enabled direct indexing platform that empowers financial advisors (including RIAs, wealth managers, and fintechs) to deliver personalized investment strategies. The platform provides tools for creating customized indexes, advanced tax optimization, and comprehensive, automated account management, integrating directly into existing workflows and custodians to strengthen client relationships.
Distributed
Description
Alphathena provides a next-generation, AI-powered platform for personalized investing, specifically designed for financial advisors, RIAs, wealth managers, fintechs, and TAMPs. It enables these professionals to seamlessly integrate direct indexing, tax-loss harvesting, and tax-efficient transitions into their existing workflows and custodial relationships. The core of the platform is direct indexing, which allows investors to directly own the individual stocks of an index, offering significant opportunities for portfolio customization and tax management. As a turnkey, API-driven operating system, Alphathena utilizes sophisticated algorithms to automate complex tasks like trade execution, rebalancing, corporate actions processing, and continuous monitoring for tax-loss harvesting, all while ensuring precise tracking to a chosen benchmark. Founded by Mohan Naidu and Tushad Driver, the company's mission is to make personalized investing more accessible by bridging the gap between technological advancements and their adoption in the financial services industry.Grant Funding
VC Funding
None
2024
$0
$4M