Where financial institutions

get their edge

We've built a technology foundation that plugs into your existing systems, helping your institution provide compliant, personalized financial guidance to every client.

2 Billion

Fully automated retirement assets management through the Athena platform

300K+

Retirement plan participants that benefit from leading agentic AI through Athena

#1

Leading agentic AI for financial advice

What makes our agentic AI’s advice

different

Unlike basic chatbots, our Agentic AI combines responsive answers with proactive guidance sessions that mimic real advisor meetings. This dual-mode approach gives clients comprehensive financial advice without changing your current tech stack.

Athena AI

Manages both chat and structured meetings. It provides compliant, personalized responses to client questions

Stress-free integration

Avoids forcing replacements and absorbs infrastructure costs like Plaid and credit check integrations

Customer engagement

Monthly client communications with actionable insights to strengthen relationships without cluttering inboxes

Compliance reporting

Audit-ready documentation for every client interaction. Maintain records of all guidance to reduce regulatory risk

Hear what our clients have to say

"Athena’s Agentic AI platform has revolutionized how we support our clients with life insurance. It’s efficient, aligns perfectly with our approach, and lets our advisors focus on what they do best—managing investments."
John Carter
Director of Client Services

Scale your institution with AI client management tools & more

From AI-powered conversations to automated wellness checks, our complete solution suite helps your institution meet evolving client expectations.

Connect with our team for a free demo and or get started today.
Book a demo

Cases

Scaling financial advice for the mass affluent with Athena’s agentic AI

Read more

Revitalizing a brokerage platform with Athena’s agentic AI

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