Intelligent forecasting technology for global asset managers
The operating system for personalized portfolio management
Stage
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Founded
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Based in
CA
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
Portfolio-wide scenario analysis and what-if modeling
Financial model processing from Excel without templates
Causal discovery mapping of cause-and-effect relationships
Forecast accuracy tracking and consensus comparison
Event detection and alert monitoring
Secure private cloud and flexible deployment options
API connectivity and system integration
Integration with proprietary and external data sources
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
Converts isolated analyst forecasts into an auditable firm-level asset
Enables portfolio-wide scenario analysis in minutes rather than hours
Provides causal transparency into performance drivers
Combines financial models with AI-powered research monitoring
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
Sibli
Alphathena