The operating system for personalized portfolio management
Global payments and billing for developers
Stage
Not given
Not given
Founded
Not given
Not given
Based in
US
US
Pricing model
Contact for pricing
Paid
Pricing
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
3.9% + $0.50 per transaction, includes complete Merchant of Record service, global tax and compliance, billing and subscriptions, and agent-ready checkout
Key features
Over 2,000 benchmarks to track
Integration with Schwab, Fidelity, Clearstreet, Interactive Brokers, and Orion
Onboarding completed in as little as one week
Payment links and hosted checkout with no integration required
Recurring subscriptions with weekly, monthly, or annual billing
Automated tax calculation and filing for sales tax, VAT, and GST
Merchant of Record compliance on every transaction
Direct bank payouts with no reconciliation required
AI agent checkout on same payment link
Compliant invoice and receipt generation
Per-transaction pricing with no monthly or setup fees
What makes it different
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
Only platform enabling AI agents and humans to purchase through the same payment link
Complete Merchant of Record service handling all tax compliance and payouts
Zero-integration payment link that works in websites, READMEs, and direct messages
Transparent per-transaction pricing with no hidden monthly fees
Alphathena
Anyway