The operating system for personalized portfolio management
Stage
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Founded
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Based in
IL
US
Pricing model
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Contact for pricing
Pricing
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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
Personalized financial insights and recommendations based on customer transaction data
Transaction Intelligence that creates unified financial context across banking channels
Banking Console for relationship managers to identify and prioritize customer engagement
AI governance and full-lifecycle model management
Spending pattern analysis and cash flow intelligence
Enterprise-grade secure infrastructure for banking environments
Integration with core banking systems and Open Banking data
Engage Suite for personalized customer experiences across digital channels
Enterprise Studio for designing and activating customer journeys
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
Reaches over 150 million monthly banking users, enabling massive scale for financial institutions
Transforms transaction data into actionable financial intelligence using AI and machine learning
Enables banks to drive measurable business outcomes including deposit growth and customer engagement
Serves hundreds of financial institutions globally from major banks to community credit unions
Proven track record with leading global banks including BMO, Santander, Huntington, and KBC
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
Personetics
Alphathena