Alphathena is revolutionizing wealth management through its AI-powered direct indexing and portfolio customization platform. Alphathena stands out for enabling advisory firms and family offices to deliver highly personalized, tax-efficient investment strategies at scale — without the operational friction typically associated with customization. The platform leverages advanced artificial intelligence to automate complex tasks such as tax-loss harvesting, multi-account rebalancing and bespoke model overlays, all while maintaining full client control and seamless integration with major custodians like Schwab, Fidelity and Interactive Brokers. Unlike traditional direct indexing providers, Alphathena does not take ownership of client assets, offering unprecedented flexibility and transparency.