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Careers

Build the platform advisors run their books on.

Athena builds one platform that lets lean advisory firms serve far more households with the team they already have. The work you do here reaches 597K+ end-user accounts that open an app under their advisor’s name. We don’t have open roles listed right now, but we always want to hear from people who would be great at this. Introduce yourself through our contact form.

On this page: What we build

What we build

  • A client app under the firm’s brand

    Net worth, accounts, debt, goals, a Health roadmap, and Athena AI, all with the advisor’s name on it.

  • Mission Control

    The household CRM advisors open every morning to see who needs them and what already ran overnight.

  • Athena AI on both sides

    Answers clients in the firm’s voice, drafts replies for advisors to approve, and does the routine work for every household.

Planning, tax-aware investing, communication, billing, and ad tech all run on the same household record, on top of Charles Schwab. It’s a full platform, built by a small team, used every day by firms and their clients. See what we build and the client app.

Why the work matters

Most advice platforms were built for a book of larger relationships, which makes smaller accounts hard to serve and caps how many households a team can take on. Athena changes that math, so a firm can say yes to the young professionals, heirs, and smaller accounts that become tomorrow’s best clients, and serve each one well.

End-user accounts on the platform
597K+
In assets
$7B+
AI conversations with clients
50K+

What you ship reaches real households quickly, and advisors feel it in their week: a quieter inbox, a morning that starts with exceptions, and clients who keep coming back to their app.

How we work

  • Small team

    Everyone builds

    A small team owns the whole platform, so your work ships and you see it used.

  • Bootstrapped

    Answering to advisors

    Athena is independent, so the roadmap follows what advisors and their clients need.

  • Austin, Texas

    Headquartered in Austin

    Founded in Austin in 2021, with the company based there today.

We hold a high bar on the things firms trust us with: SOC 2 Type II, a platform on Amazon Web Services with 99.9% historical uptime, and advisors approving the replies that go out in their name. Read more on Security.

Introduce yourself

Write to us:

send us a message and pick Careers. Tell us what you’ve built and what you’d want to work on at Athena, and include a link to your work or résumé.

We read every note. When a role opens that fits what you’ve told us, you’ll hear from us first. Want to learn more about the company before you write? Start with About us.

Headquarters
Austin, Texas
Company
Small and bootstrapped
Book a demo

Want to build what advisors run on?

Send us a message, pick Careers, and tell us what you’d like to work on.

Book a demo

Questions about working at Athena

Short answers here. Full detail lives in Resources.

Browse all resources
  • None are listed today. We still read every introduction, and we reach out when there’s a fit.

Headquarters
Austin, Texas
Company
Small and bootstrapped
Book a demo