Alphathena

Alphathena

Private
Warrenville, IllinoisFinTechhttps://alphathena.com

Last Round

Seed

Jan 18, 2024

Total Funding Raised

$4M

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, Vertical SaaS, RegTech

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

direct indexingdirect indexing platformwealthtechautomated tax-loss harvestingtax optimizationcustom portfolio constructionRIA technologyadvisor toolspersonalized portfolioscustodian-agnosticinvestment APIRIAshousehold-level rebalancingTAMPsAUM-based pricing

Historical Pricing

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Caplight Momentum Score

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Alphathena Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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Alphathena Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
SeedJan 18, 2024

Alphathena Investors

Notable investors and investment history

InvestorRounds
ETFS CapitalSeed
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.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Alphathena Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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Firmographic Details

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

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