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Alphathena

Alphathena

Private
Chicago, IllinoisFinTechhttps://alphathena.com/

Last Round

Seed

Jan 18, 2024

Total Funding Raised

$8M

Momentum

Top 25%

of companies Caplight tracks

Company Overview

Alphathena is a fintech company that provides an AI-powered direct indexing platform for Registered Investment Advisors (RIAs), wealth managers, and fintech platforms, offering customizable investment solutions.

Sector

FinTech

Verticals

Wealth Management, Investment Platforms, Financial Data, Workflow Automation

Business Model

B2B

Customer Profile

Subscription SaaS, Usage-Based SaaS

AI Layer

Application

Keywords

direct indexingtax-loss harvestingwealthtechportfolio management softwareRIA softwareautomated rebalancingAPI infrastructurecustom indexportfolio transitiontax optimizationwealth management platformTAMPturnkey asset management programB2B SaaSrobo-advisor infrastructure

Historical Pricing

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Caplight Momentum Score

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Alphathena Comparables

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Alphathena comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Qaimera Technologies, Inc.
88%
Tilt
86%
SmartHarvest Portfolios
80%

Alphathena Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedJan 18, 2024
SeedDec 5, 2023

Alphathena Investors

Notable investors and investment history

Alphathena investors
InvestorRounds
ETFS CapitalSeed
Hyde Park AngelsSeed
Hyde Park AngelsSeed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Apr 14, 2026

    Alphathena 2.0, an upgrade to its core platform, is rolling out.

  • Dec 10, 2025

    Won two 2025 ThinkAdvisor Luminaries Awards for Industry Disruption and technology leadership.

Alphathena Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Alphathena Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Alphathena's valuation, stock price, and market status.

Firmographic Details

HeadquartersChicago, Illinois
Employee Range11
Year Founded2020
Last FundingJan 18, 2024

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