The operating system for personalized portfolio management
Stage
Established
Not given
Founded
2026
Not given
Based in
GB
US
Pricing model
Not given
Contact for pricing
Pricing
Not given
Platform fee based on AUM tier plus basis points on direct indexing assets. A TAMP typically charges 30 to 50 basis points on all AUM it manages, while Alphathena's platform fee model means you pay for the technology and direct indexing assets, not a percentage of all assets you manage. No setup fee
Key features
Real-time exchange rates updated every 60 seconds
Official central bank and tax authority rates from 124 sources
160+ currencies supported
Historical exchange rate data with flexible date ranges
Multiple output formats: JSON, CSV, XML, XLSX
Official SDKs for JavaScript, Python, PHP, Rust and Go
Model Context Protocol (MCP) integration for AI agents
Bearer token authentication with simple setup
Low latency powered by Cloudflare edge network
99.9% measured uptime SLA
Over 2,000 benchmarks to track
Integration with Schwab, Fidelity, Clearstreet, Interactive Brokers, and Orion
Onboarding completed in as little as one week
What makes it different
No markup on mid-market rates; sourced from institutional interbank market data
Official published rates from central banks served unmodified with publication dates
Rates updated every 60 seconds, faster than most competitors
Free tier never expires; no credit card required to start
One API key for all 124 central banks and tax authority sources
Pure technology platform that keeps advisors in full control of investment decisions
No custodian switch required; clients' assets remain where they are
Agentic AI that generates actionable scenarios and handles complex workflows automatically
Powers over $10 billion in assets across advisory firms
Works alongside existing portfolio management systems without replacing them