Independent currency management for international businesses
The operating system for personalized portfolio management
Stage
Established
Not given
Founded
2021
Not given
Based in
GB
US
Pricing model
Contact for pricing
Contact for pricing
Pricing
Not given
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
Key features
Currency accounts for multi-currency management
International payment facilitation
Forward contracts and FX hedging
FX risk management with forwards and options
Online platform for currency management
Dedicated specialist support team
Credit facilities for hedging
Accounting integrations
FX performance reporting
Safeguarded funds and secure settlement
Over 2,000 benchmarks to track
Integration with Schwab, Fidelity, Clearstreet, Interactive Brokers, and Orion
Onboarding completed in as little as one week
What makes it different
Independent firm prioritizing client interests over transaction volume
Transparent pricing and clear fee structures
Strategic approach with experienced specialists, not transaction optimization
Boutique service with access to global partners and scale
Leadership-level access and dedicated relationship managers
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