Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
Target firm size
- Mid-Size
- Small
- Solo
Product Description
Product Positioning
API-first direct indexing and automated rebalancing platform for RIAs and WealthTech firms.
Description
Alphathena enables advisors to build and manage customized direct index portfolios with automated tax-loss harvesting and custodian-agnostic trade execution via an open API architecture.
APIs and Security
Public APIs
No
