Alphathena
Financial Software · Illinois, United States · 1-10 Employees
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Overview
Headquarters
4320 Winfield Rd Ste 200, Warrenville, I...Phone Number
(872) 877-0070Website
www.alphathena.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Alphathena
Alpathena is an AI-enabled direct indexing platform that helps RIAs strengthen relationships through personalized investing.Explore more
Alphathena Org Chart
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Activity Insights
Alphathena is experiencing very low activity levels compared to other companies in the Software sector.
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Alphathena is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Alphathena.
Alphathena financials insights
Gather financial insights about Alphathena, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2024
Other Financing Round
$4M
Other Financing Round
$100K
Alphathena Tech Stack
A closer look at the technologies used by Alphathena
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Most Recent Scoops
Partnership
Integration, Partnership, Business Development, Financial Systems, Software, Artificial Intelligence, Finance, Investor Relations, Tax
Person-Based
Person-Based
Event
Events, Financial Planning, Capacity Planning, Facilities Management, Business Finance, Corporate Strategy, Finance, Financial Strategy
Person-Based
Alphathena News & Media
Alphathena Brings Institutional-Grade Long/Short Direct Indexing to Advisors
Expands DIY direct indexing workflows to include advanced long/short strategies that empower advisors to deliver precision factor tilts and dual-direction tax-loss harvesting at scale. CHICAGO, Nov. 5, 2025 /PRNewswire-PRWeb/ -- Alphathena, a leader in AI-enhanced direct indexing for...Alphathena Launches Direct Indexing Education Center to Empower Financial Professionals
New online resource provides financial advisors with expert insights on tax efficiency, portfolio customization, and direct indexing strategies to assist with professional development and client communication. CHICAGO, March 18, 2025 /PRNewswire-PRWeb/ -- Alphathena, a leading SaaS...Alphathena and Rossby Financial Announce Strategic Partnership to Expand Direct Indexing Access
The agreement will empower Rossby's advisors and their clients with Alphathena's AI-powered personalized investing solutions. CHICAGO, Nov. 12, 2024 /PRNewswire-PRWeb/ -- Alphathena, a leading provider of personalized investment solutions, and Rossby Financial LLC, a tech-forward, open...Alphathena and ETF.com Partner to Bring Valuable Direct Indexing Education to Financial Advisors
WARRENVILLE, Ill.--(BUSINESS WIRE)--Alphathena partners with etf.com to provide advisors with educational content on direct indexing, enhancing personalized investment experiences.
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Alpathena is an AI-enabled direct indexing platform that helps RIAs strengthen relationships through personalized investing.... Read More
