$1B. One person. One platform.
Athena is one platform that lets a solo or lean RIA run a massive book of smaller accounts. Advisors open Mission Control. Clients open a white-labeled app with planning, communication, and AI. Overnight investing and ad tech run on the same stack, next to your custodian.
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Operations dashboard
Mission Control is the advisor app for the book
This is the advisor app for running the book. Exceptions, household profiles, overnight trades, and wealth leads sit in one place. A lean team reads the book in one morning scan instead of chasing the same client across a separate CRM, the custodian, and email.
See Mission ControlThe app is what clients open every day
Clients open a firm-branded app for net worth, debt, credit, health, and answers in your voice. Routine questions stay in the app instead of landing in your inbox.
See the client appThe plan stays current between meetings
Plans stay current, and Athena ranks the next steps by Health so the client always has one next move. Advisors do not have to write that content before every meeting, because the next conversation is already queued.
See planningCommunication keeps going when you are away
Athena watches their money life and messages them in the app and over email, in the firm brand. Messages keep going out when you are away. Outbound history lives on the household, so you are not hunting threads across Gmail and a separate CRM.
See communicationAthena AI
Athena AI answers in the firm’s voice
Clients ask about their money in the firm’s voice. The same chat sits on every Mission Control surface.
You ask about last night’s trades, an open exception, or what a client already heard, instead of rebuilding it from a trade list.
See Athena AIPopular questions to get you started
- Accounts linked
- What they asked
- The plan gap
- The next move
Demo of the same Financial Advisor AI clients open. Not a live household.
Investing
Investing runs overnight as one household policy
Overnight investing stays tax-aware. Harvest, location, and rebalancing run as one household policy.
You review exceptions instead of trading by hand. AI watches the run so advisors are not the trading desk.
See investingAd tech sends the click into that app
Paid clicks open the firm-branded wellness app. Prospects get guidance, then they can open and fund. Spend and pipeline sit in Mission Control next to the book, so acquisition and advice are one job.
See ad techThe same platform sits under the whole book.
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500K+
end-user accounts on the platform
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$7B+
in assets under contract
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99.999%
historical uptime
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50K+
AI conversations with end users