| What it does | The operating system for personalized portfolio management
| AI debt collection software that scales teams, sharpens targeting, and outperforms agency-led models
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| Stage | Not given
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| Founded | Not given
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| Based in | US
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| Pricing model | Contact for pricing
| Contact for pricing
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| 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
| - Collection Intelligence: decisioning, journey design, and optimization for smarter collections
- Specialized AI agents coordinating decisions, conversations, and learning across seven specialist roles
- Omnichannel outreach via voice, SMS, email and chat
- Built-in compliance with FDCPA, TCPA, Reg F, HIPAA, SOC 2 Type II, PCI-DSS, UDAAP, HITECH
- Real-time propensity scoring and account intelligence
- Skip-tracing and contact recovery for unreachable accounts
- Performance coaching and quality management at scale
- Integration with CRMs, dialers, payment systems, and data sources
- Real-time performance insights and analytics
- Pre-call account scrubbing with DNC, bankruptcy, statute of limitations checks
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| 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
| - AI-native since 2016, a decade of head start on teams retrofitting AI today
- Performance-based contingency models that align incentives
- Compliance built into the core, not bolted on
- End-to-end ownership from integration to performance, fully automated and auditable
- Deep focus on collections recovery, not a generalist platform
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| Free plan | Not given
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| Open source | Not given
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| Platforms | Not given
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| Public API | Not given
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| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 29 ● no change since last check | 57 ● no change since last check |
| Trust Flow (Majestic) | 15 | 12 |
| Citation Flow (Majestic) | 31 | 27 |
| Referring domains (Majestic) | 94 | 311 |