Alphathena
AI-assisted direct indexing and personalisation for advisory firms
Alphathena provides a direct indexing platform whose AI engine proposes tax transitions, loss harvesting and rebalancing trades for adviser approval. It sells to RIAs, enterprise wealth home offices and fintechs that embed personalised separately managed accounts via its API.
GAII take
Competes with custodian and asset-manager direct indexing offerings; differentiate on tax-transition quality and adviser workflow fit in a pilot.
Competes with custodian and asset-manager direct indexing offerings; differentiate on tax-transition quality and adviser workflow fit in a pilot.
- Website
- alphathena.com
- Headquarters
- Chicago, IL, USA
- Company type
- Startup
- Latest round
- Strategic investment, $4m, January 2024 (ETFS Capital, with HPA)
- Status
- Active — Founded by Mohan Naidu (CEO) and Tushad Driver. The buyer base is wealth and adviser channels rather than hedge funds or asset owners, which places it at the ed
- Also in
- Quant, Portfolio & Trading
- Buyer
- Wealth managers & RIAs
- Asset class
- Public equities
- Workflow
- Portfolio construction
- Ai capability
- Agents & automation
- Delivery
- SaaS applicationAPI / data feed
GAII ID GAII-T0020 · Updated 2026-10-22 · Compiled from public sources for educational and informational purposes. Not investment advice.