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Alphathena
Alphathena is an AI-enabled direct indexing platform that helps RIAs, enterprises, and fintech firms deliver personalized, tax-optimized investment portfolios at scale. The platform offers tax-loss harvesting, automated rebalancing, and portfolio transition analysis while allowing clients to keep their existing custodian relationships.
Distributed
Funding Rounds
Funding Round: Seed
Funding Date: 18 Jan, 2024
Raised Amount: $4M