Alphathena

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Hi, we’re Alphathena. We’re here to make personalized investing accessible to everyone by providing RIAs and FinTech providers with ready-to-implement direct indexing tools. Our developer-friendly API infrastructure and Web solutions power the entire investing lifecycle with services including personalized and pre-built indexes, automated tax-loss harvesting, rules-based rebalancing, portfolio transitions, and much more.. Each solution is available as a modular offering to allow financial advisors to build a custom set of solutions, so they can deliver a personalized client experience that will grow their businesses. And all our solutions are available through our modern Web Apps and via our high-performance, cloud-based, fiduciary-compliant API infrastructure, which enables seamless integration into our client front- and back-office workflows.

Company Details

Employees
13
Founded
-
Address
900 Oakmont Ln,
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
HQ
Westmont, Illinois
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Alphathena and ETF.com Partner to Bring Valuable Direct Indexing Education to Financial Advisors - Business Wire

Alphathena and ETF.com Partner to Bring Valuable Direct Indexing Education to Financial Advisors Business Wire

MyVest Adds AI-Powered Direct Indexing via Alphathena - ETF.com

MyVest Adds AI-Powered Direct Indexing via Alphathena ETF.com

Alphathena’s AI-Enabled Direct Indexing Tool Scores $4M in VC Funding - wealthmanagement.com

Alphathena’s AI-Enabled Direct Indexing Tool Scores $4M in VC Funding wealthmanagement.com

Alphathena, etf.com Partner on Direct Indexing Content - Yahoo Finance

Alphathena, etf.com Partner on Direct Indexing Content Yahoo Finance

Wealthtech Roundup: Amplify, FINNY, AssetLink, GReminders, Nitrogen And More - Wealth Solutions Report

Wealthtech Roundup: Amplify, FINNY, AssetLink, GReminders, Nitrogen And More Wealth Solutions Report

This Chicago startup uses AI to make investments usually reserved for the wealthy - Crain's Chicago Business

This Chicago startup uses AI to make investments usually reserved for the wealthy Crain's Chicago Business

DePaul University startup fund makes two new investments - The Business Journals

DePaul University startup fund makes two new investments The Business Journals

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