Fundraising Fox

Alphathena

Willowbrook, US · Founded 2022 · 2 known investors

alphathena.com ↗

Alphathena provides an AI-powered platform for financial advisors to create, manage, and optimize personalized direct index portfolios with integrated tax-loss harvesting and rebalancing capabilities. The platform serves advisors, enterprises, and fintech firms seeking to deliver customized investment solutions while maintaining direct control over client assets.

AI & Machine LearningFintechSaaSin /alphathena@alphathena1

Founders & leadership

TD
Tushad DriverExecutive Officer, Director
MN
Mohan NaiduExecutive Officer, Director

Investors · 2

ETFS CapitalLondon
Hyde Park AngelsreportedChicago

Reported raises · per SEC filings

Form D private placements
▶$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
Full filing on SEC EDGAR ↗
▶$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
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.