The operating system for personalized portfolio management
AI-native Loan Origination System for banks and lenders
Stage
Not given
Not given
Founded
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2023
Based in
US
US
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
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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
AI-powered digital loan application with 3x higher conversion rates
24/7 AI loan assistant responding within 2-3 minutes