Alphathena

United States - Chicago, IL

• 19/01/2024
• Unknown
• Undisclosed Amount

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.

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Mohan NaiduFounder

United States - Greater Chicago Area

Fintech founder with deep expertise in financial services, investment solutions, and AI applications in Finance. Democratizing access to sophisticated investment options to make them available for all investors.

At Alphathena, we are bringing access to sophisticated investments to all investors. Advisors leverage our technology to offer highly individualized investment experiences to their clients, a truly one-on-one experience they deserve. With our platform doing the heavy lifting and managing the life cycle, advisors can focus on what matters most - building strong relationships with clients, offering differentiated advice, and growing their practice.

Our open API allows Fintech platforms to embed our solutions natively into their apps and platforms in a few days. Check out our solutions at www.alphathena.com

LinkedIn https://www.linkedin.com/in/mohan-naidu/