The operating system for personalized portfolio management
Infrastructure for the next era of finance
Stage
Not given
Startup
Founded
Not given
2024
Based in
US
IT
Pricing model
Contact for pricing
Contact for pricing
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
Not given
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
White-label wallets, cards and accounts
Custodial, non-custodial and MPC wallet options
Four payment rails: SEPA Instant, cards, stablecoin and e-money
KYC, AML and travel rule compliance built-in
Multicurrency ledger supporting EUR, USD, GBP and stablecoin
2-second settlement time for Aurea Pay
Programmable yield vaults with audit trails
Tokenized RWA including treasuries, funds and receivables
Cross-border payments with 27+ corridors
Card issuing with 3DS and rewards
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
First 100% EU-native infrastructure for on-chain finance
Unified API replacing multiple vendor integrations
Compliance and audit perimeter built at platform layer
Alphathena
Aurea Hub