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Mohan Naidu
Founder at Alphathena
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Work Experience
Founder
Feb 2020 - Present · 4 years and 11 months
Managing Director, Equity Research
May 2015 - Feb 2020 · 4 years and 9 months
Vice President, Equity Research
Jun 2013 - May 2015 · 1 years and 11 months
Company Details
2-10 Employees
Hi, we’re Alphathena. We’re here to make personalized investing accessible to everyone by providing RIAs and FinTech providers with ready-to-implement direct indexing tools. Our developer-friendly API infrastructure and Web solutions power the entire investing lifecycle with services including personalized and pre-built indexes, automated tax-loss harvesting, rules-based rebalancing, portfolio transitions, and much more.. Each solution is available as a modular offering to allow financial advisors to build a custom set of solutions, so they can deliver a personalized client experience that will grow their businesses. And all our solutions are available through our modern Web Apps and via our high-performance, cloud-based, fiduciary-compliant API infrastructure, which enables seamless integration into our client front- and back-office workflows.
Year Founded
2020
Social Media
Linkedin
Industry
Financial Services
HQ Location
Chicago, IL, US
Keywords
Direct IndexingPersonalized InvestingTax Loss Harvestingand TLH API
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