The operating system for personalized portfolio management
Identity and payments layer for AI voice agents
Stage
Not given
Not given
Founded
Not given
Not given
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
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
Caller recognition by phone number with saved context
Integration with 144+ payment processors
Support for multiple voice platforms
PCI Level 1 compliant card vault storage
Carrier-verified SIM swap detection for security
Direct settlement to merchant's processor
REST API for custom voice stacks
No card numbers read aloud on calls
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
Phone number as payment identity eliminates card recitation
Works with every merchant's existing processor without creating new accounts