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Alphathena

Westmont, Illinois, USA · ≈12 employees · alphathena.com

Alphathena is an AI-enhanced fintech platform founded in 2020 by Mohan Naidu and Tushad Driver, based in Westmont, Illinois. The company specializes in personalized investing, direct indexing, and automated tax-loss harvesting, providing tools for Registered Investment Advisors (RIAs), wealth managers, and fintech platforms. Alphathena aims to democratize advanced investment strategies, making them accessible to a broader audience. The platform features an Agentic AI-powered Operating System that supports real-time decision-making and portfolio construction. Key offerings include bespoke portfolio creation, automated tax-loss harvesting, and portfolio optimization. Alphathena's open API allows seamless integration with existing financial systems, enhancing the capabilities of its B2B clients. The company has received industry recognition, including awards for its innovative solutions and has secured $4.2 million in venture capital funding. With a small, agile team, Alphathena focuses on delivering high-impact innovations in AI-driven portfolio management.

Financial Services

Also: direct indexing · personalized investing · tax loss harvesting · tlh api · scalable wealth management · financial advisor tools · tax-loss harvesting automation · values-based investing · consulting · performance tracking · services · seamless custodian connection

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Alphathena

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