Alphathena and Rossby Financial Announce Strategic Partnership to Expand Direct Indexing Access | PR Newswire [Video]

The agreement will empower Rossby’s advisors and their clients with Alphathena’s AI-powered personalized investing solutions.

, /PRNewswire-PRWeb/ — Alphathena, a leading provider of personalized investment solutions, and Rossby Financial LLC, a tech-forward, open architecture enterprise RIA, today announced a strategic partnership that will bring Alphathena’s custom and direct indexing capabilities to Rossby’s network of advisors and their clients.

“We are excited to add Alphathena and its ability to deliver personalized investing experiences, including direct indexing capabilities, to our advisors.”

The new agreement enables Rossby’s advisors to leverage Alphathena’s robust AI-powered direct indexing platform, providing its clients with access to the sophisticated personalized investment strategies historically reserved primarily for institutional investors.

“Rossby Financial is committed to offering its advisors’ clients a more tailored investing experience, and we’re honored that they’ve chosen to add Alphathena to their platform,” said Mohan Naidu, CEO of Alphathena. “By working together, we’re making meaningful strides toward our …