Alphathena

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

Funding Rounds

Funding Round: Seed
Funding Date: 18 Jan, 2024
Raised Amount: $4M

Investors