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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.
We are a culture focused start-up helping many people in many ways. For the health brokers, P&C brokers and Financial Advisors, we provide a service to strategize and enroll their Voluntary Benefits as a new revenue stream and as a way to bring more value to their clients. We can typically add 25% to their bottom line without having to open a new account or lift a finger. VB is such a niche industry that not a lot of people know how to do it right. For our small business clients we're typically their full benefits package. We work well in the under 50 lives market to keep the employer cost at or near $0 for the business while still providing their employees access to benefits they can't get on their own and certainly not at the rates we're able to because of the payroll slot. For mid market we provide most of that and HR tech as well. Generally this is where we begin with cost containment strategies as well. For larger companies we are much more narrow. We are primarily Voluntary Benefits. And more specifically we are CI and Accident, Telemedicine (that isn't part of their health insurance so utilization won't hit them at renewal time), and often a creative LTC type product that's actually affordable by threading it into whole or universal life insurance. Believe it or not, that's the short answer. What I do though is build agencies, typically with recovering carrier managers that want to have the freedom and flexibility to have more than one carrier in their toolbox and not have to deal with quotas and stock price pressures of their publicly traded insurance company, jumping through new bonus hoops every year that everyone miraculously seems to miss right at the end of the year. They want to have ownership and security, as well as support and structure. So really MY service is an Agency Builder. We are all just helping people at any of those levels.
Energize Ventures is a leading global alternative investment manager focused on accelerating digital transformation in energy and sustainable industry. Founded in 2016, Energize has funded 20 companies to-date and is backed by strategic and institutional LPs including CDPQ, Invenergy, Schneider Electric, General Electric, Caterpillar, and more. With an unmatched depth and breadth of industry and operational expertise, Energize works in partnership with its portfolio companies to realize their full potential from early commercialization to growth scaling and into the public markets. For more information on Energize Ventures, please visit www.energize.vc.
At Bartlett, we see life's transitions as opportunities for growth. Our team of wealth management experts will partner with you to chart the best path forward. Together we will explore, build, and execute investment and financial planning strategies tailored to meet your individual needs and objectives. Our success relies on uncompromising integrity and market vigilance. As new trends and technologies emerge, our wealth management experts will do the research and prepare for what’s next. Our sights are always set on moving you closer to your goals. Your well-being is our bottom line. The Bartlett team's specialties include: • Planning for retirement • Selling a business • Preparing children for understanding wealth • Establishing a family legacy • Stock option planning • Estate planning
