Tag : Alphathena

MyVest and Alphathena Partner to Expand Access to Personalized, Tax-Smart Direct Indexing
Analytics Artificial Intelligence News

MyVest and Alphathena Partner to Expand Access to Personalized, Tax-Smart Direct Indexing

Business Wire
by Business Wire0
Partnership brings AI-driven personalization, tax-loss harvesting, and values-based investing into scalable, advisor-friendly workflows MyVest, a leading provider of enterprise wealth management technology, announced a strategic partnership with Alphathena, an innovator in AI-powered direct indexing. The integration of Alphathena’s personalized direct indexing platform with MyVest’s Strategic Portfolio System (SPS) delivers a......
AI-enabled Direct Indexing Platform Alphathena Receives Strategic Investment from ETFS Capital and HPA
Artificial Intelligence Fintech News

AI-enabled Direct Indexing Platform Alphathena Receives Strategic Investment from ETFS Capital and HPA

Business Wire
by Business Wire0
Investor support enables Alphathena to meet growing advisor demand for custom, accessible direct indexing and tax-loss harvesting solutions Alphathena, the Morningstar Fintech Showcase 2023 “Best in Show” winner and leading AI-powered direct indexing platform for Registered Investment Advisors (RIAs), has secured a $4-million investment led by ETFS Capital, with Hyde......
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