Categories: Artificial IntelligenceFinTechInfrastructureInvestmentITOptimizePersonalServiceToolsWeb
Alphathena helps RIAs and fintech platforms build, manage, and optimize personalized portfolios at scale with agentic AI that enhances advisor expertise, not replaces it.
Investors 2
Funding Rounds 1
| Date | Series | Amount | Investors |
| 19.01.2024 | Seed | $4M | - |
Mentions in press and media 5
| Date | Title | Description |
| 05.11.2025 | 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,... |
| 12.11.2024 | Alphathena and Rossby Financial Announce Strategic Partnership to Expand Direct Indexing Access | Alphathena logo
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 invest... |
| 19.01.2024 | Alphathena Raises $4 Million Series Seed Round | HPA is excited to announce our participation in Alphathena’s $4M Series Seed Round, which was led by ETFS Capital. The investment will fund Alphathena’s mission to empower advisors with accessible and customizable direct indexing solutions.... |
| 18.01.2024 | Alphathena Receives Strategic Investment from ETFS Capital and HPA | Alphathena, a Warrenville, IL-based AI-powered direct indexing platform for Registered Investment Advisors (RIAs), secured a $4m investment.
The round was led by ETFS Capital, with participation from Hyde Park Angels.
The company intends to... |
| 09.05.2023 | Alphathena, a Personalization and Direct Indexing Startup, Jumps to the Front with Win at 2023 Morningstar Fintech Showcase | Alphathena at Morningstar Investor Conference 2023 Alphathena, Winner of the Morningstar Fintech Showcase 2023, with its elegant platform and powerful engine is an example of a growing field of innovators that have learned to harness fronti... |
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