Athena Advisory

Financial Software · Texas, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

118 Nueces St, Austin, Texas, 78701, Uni...

Revenue

<$5 Million

Industry

Financial Software Finance Software Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
2
1
2
1
1

About Athena Advisory

Advice by Athena offers AI-powered financial guidance solutions tailored for wealth management, asset managers, and life insurance sectors. Their platform enhances existing services by providing personalized financial advice, automating routine inquiries, and ensuring compliance. With features like a financial wellness portal, email AI assistance, and digitized account opening workflows, they aim to improve client engagement and retention. The company focuses on augmenting advisor capacity while maintaining a personal touch, allowing financial professionals to concentrate on building relationships.Explore more
Athena Advisory's Social MediaPopular SearchesAthena Advisory IncAthenaSIC Code 62,628NAICS Code 52,523Show more

Athena Advisory Org Chart

BC
United States flag for contact location.

Founder & Chief Executive Officer

PhoneEmail
AD
United States flag for contact location.

Chief Revenue Officer

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
KR
United States flag for contact location.

Head of Operations, Strategic Partnerships

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Athena Advisory your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Athena Advisory

Compare insights from companies similar to Athena Advisory, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Athena Advisory

<$5M
1-10
Private
-
-
BC
Brian CosmanoFounder & CEO
<$5M
1-10
Private
-
2020
N/A
<$5M
1-10
Private
-
-
LF
Lori FloodAdvisor Assistant
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
DT
David TheisNapfa-Registered Financial Advisor
<$5M
1-10
Private
-
2021
WJ
W. JonesManaging Director Senior Investment Advisor
<$5M
1-10
Private
-
2008
Illustration of an envelope

Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

Athena Advisory is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

Athena Advisory is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Athena Advisory.

Athena Advisory Tech Stack

A closer look at the technologies used by Athena Advisory

Top Financial Software Companies

Frequently Asked Questions Regarding Athena Advisory

What is Athena Advisory's official website?
Athena Advisory's official website is www.advicebyathena.com
What is Athena Advisory's Revenue?
Athena Advisory's revenue is <$5 Million
What is Athena Advisory's SIC code?
Athena Advisory's SIC: 62,628
What is Athena Advisory's NAICS code?
Athena Advisory's NAICS: 52,523
How many employees does Athena Advisory have?
Athena Advisory has 1-10 employees
What industry does Athena Advisory belong to?
Athena Advisory is in the industry of: Financial Software, Finance, Software
What is Athena Advisory competition?
Athena Advisory top competitors include: Fee-Only Financial Advisors, Ford Financial Advisors, H&T Capital Advisor Group, Etiquette Financial Partners
What technology does Athena Advisory use?
Some of the popular technologies that Athena Advisory uses are: Sentry, F5 BIG-IP Platform, Google Tag Manager, Amazon CloudFront
What does Athena Advisory do?

Advice by Athena offers AI-powered financial guidance solutions tailored for wealth management, asset managers, and life insurance sectors. Their platform enhances existing services by providing personalized financial advice, automating routine inquiries, and ensuring compliance. With features like a financial wellness portal, email AI assistance,... and digitized account opening workflows, they aim to improve client engagement and retention. The company focuses on augmenting advisor capacity while maintaining a personal touch, allowing financial professionals to concentrate on building relationships.Read More

What are Athena Advisory social media links?
Athena Advisory Linkedin page Athena Advisory Twitter page Athena Advisory Facebook page
Is Athena Advisory a public company?
Athena Advisory is private company therefore does not currently have an official ticker symbol
See more information about Athena Advisory

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.