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Alphathena
Alphathena is a fintech platform that empowers financial advisors, RIAs, wealth managers, fintechs, and TAMPs to integrate direct indexing, tax-loss harvesting, and tax-efficient transitions into…
Alphathena
Alphathena is a fintech platform that empowers financial advisors, RIAs, wealth managers, fintechs, and TAMPs to integrate direct indexing, tax-loss harvesting, and tax-efficient transitions into…
TL;DR
What they do: AI-enabled direct indexing and portfolio management platform for RIAs, wealth managers, fintechs, and TAMPs
Key features: Direct indexing, tax-loss harvesting, automated rebalancing, transition analysis, reporting, custodian integrations
Go-to-market: Technology provider / API platform that lets advisors keep assets with their custodian
Latest funding: Seed round Jan 2024, reported $4M
Company Overview
Problem Domain
Wealth management technology for personalized, tax-efficient investing and operational integration for advisors and fintechs.
Founded
2020
Industry
Fintech / Wealthtech
Funding Track Record
4000000.00
Deal reports also name Hyde Park Angels (HPA) as an investor in the round.
Investor Signal
“Strategic investment from ETFS Capital and Hyde Park Angels (HPA) to scale platform for RIAs and wealth managers”
Founders
What we do
Join the Team
Startup jobs. A lot of them.
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