Co-Founder
CurrentAlphathena is a turnkey SaaS technology platform that equips financial institutions to offer AI-enhanced personalized investing solutions at scale, enabling growth, client retention, and improved access to markets. Our API infrastructure and Web solutions power the entire Personalization and Direct Indexing lifecycle for our Advisor and Fintech platform partners.Our modular offerings allow financial Advisors and Fintechs to access the solutions they need to deliver a personalized client experience and grow their businesses. We 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. 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.At Alphathena, I drive the data, intelligence, and technology infrastructure behind the future of personalized investing.