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Alphathena

Financial Technology (Fintech) ~120 employees
Founded
--
Employees (Est.)
~120
8 leaders known
Total Funding
$4.0M
Funding Rounds
1
Last Funding
2024-01-18

About Alphathena

Alphathena is an AI-enabled direct indexing platform that empowers RIAs, advisors, enterprises, and fintech firms to deliver personalized investment experiences at scale. The platform focuses on simplifying direct indexing through customized indexes, advanced tax optimization, and comprehensive account management, helping strengthen client relationships through tailored investment solutions.

Products & Services

Direct Indexing:Offers personalized investing at scale with customizable indexes and ETFs.
Tax Loss Harvesting:Maximizes tax efficiency with automated tax-loss harvesting solutions.
Transition Analysis:Attracts prospects with data-driven portfolio transition analysis.
AdvisorAI:Provides insights into prospects to enhance advisory services.

Specialties

Direct Indexing Tax Optimization Personalized Investment Solutions AI-Powered Tools Portfolio Management

Funding History

Debug: View Raw Funding Data
# Type Amount Fields Date Fields Investors
1 RT: Strategic Investment
T: -
FT: Strategic Investment 		A: 4000000
MR: -
FA: $4 million
FAN: 4000000 		D: 2024-01-18
FD: 2024-01-18 		2 investors
Strategic Investment Latest
2024-01-18
$4.0M
2 investors (Pro only)

Growth Metrics

+45%
Employee Growth
YoY
3.2x
Funding Growth
Last Round
12
Markets
Operating
10K+
Customers
Active

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Team & Leadership

M

Mohan Naidu

Founder, CEO

LinkedIn (Pro only)
T

Tushad Driver

Co-founder, CTO

LinkedIn (Pro only)
K

Kerri Quinn

Head of Index Solutions

LinkedIn (Pro only)
M

Mark Weeks

Board of Directors

J

John Crosson

Board of Directors

P

Peter Layton

Advisor

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Recent News

Alphathena Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Read more →

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

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Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Read more →

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Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised

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Company Details

Industries
Financial Technology (Fintech)
Company Size
~120 employees (est.)

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Technology Stack

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