The operating system for personalized portfolio management
Stage
Not given
Not given
Founded
Not given
Not given
Based in
US
US
Pricing model
Free
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
Compare plans by estimated all-in monthly cost at your usage
Enter ZIP code to see available plans in your service area
Upload recent bill or provide usage details for comparison
Review all fees, credits, and contract terms alongside rates
Enroll and switch providers in minutes with expert guidance
Real-time monitoring of plan pricing and updates
ESI ID lookup tool for Texas service addresses
No sponsored listings, plans ranked by actual savings
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
Calculates real monthly bills including all hidden fees and delivery charges most sites don't show
Uses actual usage patterns from 100,000+ Texas homes to predict your costs accurately
Licensed by the Public Utility Commission of Texas as official broker
Completely free with no sign-up required to compare plans
No sponsored listings ensures unbiased plan rankings by your actual savings
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
SlashPlan
Alphathena