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
- In assets
- AI conversations with clients
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
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.