The agentic asset management platform
that keeps advisors in control.
Alphathena’s agentic workflows automate what you used to pay a TAMP and SMA to do. Take back control of your investment experience without sacrificing your time.
Optimizing outcomes for over $10 billion in assets
Clients expect personalization. You need a system to deliver it.
Your clients want portfolios that reflect their goals, values, and tax realities. But most investment systems are built for models, not individuals.
As your needs for customization increase, model portfolios run by a TAMP or SMA break down.
Most direct indexing tools ask you to hand off investment control or change your entire workflow.
Portfolio management systems prioritize standardization over flexibility.
Alphathena makes it easy to in-source direct indexing and deliver true personalization.
Powered by Athena AI, an agentic system that completes complex investment tasks for you to review and approve. We connect portfolio construction, tax-aware workflows, and direct indexing strategies in one platform.
See how it works
A DIY Investment platform that never asks you to work alone.
Build custom portfolios with intention.
Create custom direct indexes, run transition analyses, and define investing rules that reflect each client’s goals and tax realities.
Manage investments without operational drag.
Automate the details with tax-aware workflows and custom rebalancing logic that ensure consistency across accounts.
Scale personalization across your firm.
Whether you’re managing hundreds or thousands of portfolios, you can deliver a unique investment experience at scale, without operational strain.
Powered by Athena AI
This is what it looks like when AI works for you.
Athena AI is an agentic system that performs the heavy lifting in investment workflows so you can make decisions faster. Tasks that used to take hours of manual review now happen in minutes, with full advisor oversight and no loss of control.
See how it works for youPortfolio analysis across all households and accounts
Tax transitions done in minutes
Rebalancing logic that dynamically adapts
Athena AI Suggestions
Generate
Designed for growing firms ready to take back control of their investment experience.
Growth-Focused RIA
Differentiate your firm by embracing your unique workflows. Athena AI handles the operational complexity so you can focus on relationships and growth.
See Alphathena for RIAsEnterprise Home Office
Deliver consistent, compliant personalization across your entire advisor network without forcing technology migrations or operational disruption.
See Alphathena for enterprisesFintech Platform
Add direct indexing to your platform through Alphathena’s Open API. Ship faster without the engineering overhead of building it yourself.
See Alphathena for fintech platformsTestimonials
The firms leading on personalized investing trust Alphathena.
Onboard in as little as 1 week
Powers personalized portfolios for over $10B
“The responsiveness of the team whenever we are working through building out a portfolio or making an index change has been incredible.”
“The responsiveness of the team whenever we are working through building out a portfolio or making an index change has been incredible.”
“I have enjoyed the intuitive nature of the platform and the unparalleled access to key staff to get answers quickly to get up and running quickly.”
“The responsiveness of the team whenever we are working through building out a portfolio or making an index change has been incredible.”
“Alphathena has delivered everything we have asked for, exceeding my expectations!”
“Alphathena has delivered everything we have asked for, exceeding my expectations!”
See how Agentic AI is rewriting the economics of outsourced portfolio management.
Read our latest thought leadership report to learn how agentic workflows are impacting investment management, why the trend toward insourcing is accelerating, and the real difference between Robo-advisors and Agent-advisors.
Download the free reportYour clients expect personalization. Make it scalable with Alphathena.
If you’re still managing portfolios with spreadsheets, workarounds, and manual reviews, you already know the ceiling you’re hitting. Alphathena helps you break through it.
Schedule a walkthrough