Company profile
Alphathena
Agentic AI-powered Operating System for Direct Indexing and Portfolio Management
- Industry
- Financial Services
- Employees
- 13
- Headquarters
- Westmont, Illinois
- Founded
- 2020
- LinkedIn followers
- 2,210
- Office locations
- 2
Alphathena company summary
Alphathena is a company in the Financial Services industry, headquartered in Westmont, Illinois, founded in 2020. On LinkedIn the company has around 13 employees and 2,210 followers. The company lists 2 office locations. Its listed specialties include Direct Indexing, Personalized Investing, Tax Loss Harvesting, TLH API.
What technology does Alphathena use?
No technologies detected yet. Warmrank rechecks company websites on a rolling basis.
About Alphathena
We help RIAs and FinTech platforms deliver truly personalized investing, at scale. Alphathena is the operating system for direct indexing and portfolio management, powered by Agentic AI. Our platform enables advisors to create, transition, optimize, and manage custom portfolios with confidence. Athena AI—our agentic workflow assistant—automates portfolio transitions, allowing you to execute quickly within advisor-defined preferences and priorities. You set the strategy and own the decisions. The platform handles the execution. Through our modern web apps and open API infrastructure, Alphathena integrates seamlessly into your advisory and fintech ecosystems, so personalization becomes part of how you operate, not something you add on. After all, if investment advice is personal, shouldn't your portfolio technology be too?
Specialties
Where is Alphathena located?
Alphathena lists 2 office locations.
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|---|---|---|---|---|
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Frequently asked questions about Alphathena
What does Alphathena do?
We help RIAs and FinTech platforms deliver truly personalized investing, at scale. Alphathena is the operating system for direct indexing and portfolio management, powered by Agentic AI. Our platform enables advisors to create, transition, optimize, and manage custom portfolios with confidence. Athena AI—our agentic workflow assistant—automates portfolio transitions, allowing you to execute quickly within advisor-defined preferences and priorities. You set the strategy and own the decisions. The platform handles the execution. Through our modern web apps and open API infrastructure, Alphathena integrates seamlessly into your advisory and fintech ecosystems, so personalization becomes part of how you operate, not something you add on. After all, if investment advice is personal, shouldn't your portfolio technology be too?
How many employees does Alphathena have?
Alphathena has around 13 employees on LinkedIn.
Where is Alphathena headquartered?
Alphathena is headquartered in Westmont, Illinois.
Where does Alphathena have offices?
Alphathena lists 2 office locations, including Westmont, Illinois, US; Chicago, IL, US.
When was Alphathena founded?
Alphathena was founded in 2020.
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