Alphathena, an AI-powered, software-as-a-service platform that can build bespoke portfolios in a matter of minutes, has secured $4 million in a venture capital funding round led by ETFS Capital, a ...
WARRENVILLE, Ill.--(BUSINESS WIRE)--Alphathena, a leading fintech platform empowering advisors and institutions to deliver personalized investment experiences through real-time direct indexing, is ...
WARRENVILLE, Ill.--(BUSINESS WIRE)--Alphathena, the Morningstar Fintech Showcase 2023 “Best in Show” winner and leading AI-powered direct indexing platform for Registered Investment Advisors (RIAs), ...
Alphathena, an AI-powered direct indexing platform for registered investment advisors, or RIAs, has received $4 million in a strategic investment led by ETFS Capital. The funding will help Alphathena ...
To wrap up some of the happenings in this busy week for wealth tech, FMG Suite has made a key acquisition to better help organic growth-seeking advisors, Alphathena has integrated with a tech-forward ...
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Direct Indexing Explained: When is It Worth it?
Direct Indexing was once a niche strategy employed by high-net-worth investors. But in recent years, this scenario has changed. Direct Indexing has now evolved into a mainstream investing approach ...
Financial advisors can differentiate themselves by knowing when to apply the tax-friendly strategy — and when to take a pass.
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