Alphathena
Willowbrook, US · Founded 2022 · Delaware corporation · 2 known investors
Alphathena offers a platform for personalized investing that lets financial advisors, RIAs, wealth managers, fintechs, and TAMPs integrate direct indexing, tax-loss harvesting, and tax-efficient transitions into their existing workflows and custodians. It also automates trade execution, rebalancing, and account management for advisors.
Founders & leadership
Investors · 2
Reported raises · per SEC filings
Form D private placements$4.1M disclosed across 2 rounds · 2022–2023
▶$3.9MraisedDec 2023 · 6 investors · Other TechnologyRule 506(b)
▶$3.9MraisedDec 2023 · 6 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Tushad DriverExecutive Officer, Director, Promoter
- Mohan NaiduExecutive Officer, Director, Promoter
- Offering amount
- $4.5M
- Amount sold
- $3.9M
- First sale
- Dec 2023
- Incorporated
- Corporation, Delaware, 2022
- Federal exemptions
- 06b
▶$200KraisedJan 2023 · 6 investors · Other TechnologyRule 506(b)
▶$200KraisedJan 2023 · 6 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Tushad DriverExecutive Officer, Director
- Mohan NaiduExecutive Officer, Director
- Offering amount
- $325K
- Amount sold
- $200K
- First sale
- Oct 2022
- Incorporated
- Corporation, Delaware, 2022
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 9
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Frequently asked questions
- What does Alphathena do?
- Alphathena offers a platform for personalized investing that lets financial advisors, RIAs, wealth managers, fintechs, and TAMPs integrate direct indexing, tax-loss harvesting, and tax-efficient transitions into their existing workflows and custodians. It also automates trade execution, rebalancing, and account management for advisors.
- Who are Alphathena's investors?
- Alphathena's investors include ETFS Capital, Hyde Park Angels.
- How much funding has Alphathena raised?
- Alphathena has disclosed $4.1M raised across 2 rounds.
- Where is Alphathena headquartered?
- Alphathena is headquartered in Willowbrook, US.