The operating system for personalized portfolio management
Global CPaaS platform for SMS, WhatsApp, RCS, Voice and Email messaging
Stage
Not given
Established
Founded
Not given
2010
Based in
US
AE
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
SMS pricing varies by destination, route and volume; pricing starts at €0.2750 per message for Afghanistan on Carrier Direct routes. WhatsApp, RCS and Voice pricing available upon request. Enterprise volume discounts available.
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
SMS messaging across 190+ countries with direct operator routes
WhatsApp Business API with templates and catalogs
OTP and 2FA verification with flash call support
RCS Business Messaging with rich cards and carousels
Programmable voice for alerts and TTS broadcasts
Marketing automation across multiple channels
Cloud PBX with IVR and routing
REST APIs and SDKs for multiple programming languages
Real-time delivery tracking and analytics dashboards
AI-powered chatbots with no-code automation flows
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
Direct operator connections rather than grey routes for faster delivery
24/7 Network Operations Center with real engineers monitoring traffic
Compliance handled as part of platform, not as add-on fee
All major messaging channels unified on single platform and API
99.95% platform uptime SLA with 2 billion messages processed annually
Alphathena