Alphathena Announces Strategic Collaboration with Evergreen Wealth for Enhanced Tax-Aware Investing Solutions
In a significant move aimed at revolutionizing investment management, Alphathena has forged a strategic partnership with Evergreen Wealth, a registered investment advisor led by fintech innovator Bill Harris. This collaboration, announced on February 4, 2026, focuses on creating tailored, tax-aware investment portfolios that enhance after-tax returns for clients.
Through this alliance, Evergreen Wealth will harness Alphathena’s cutting-edge direct indexing platform to deliver personalized portfolios that align with each client’s unique financial goals. Bill Harris, founder and CEO of Evergreen, emphasized the importance of combining personalization with advanced tax management strategies to improve client outcomes. “Alphathena equips us with the tools necessary to provide sophisticated, tax-aware portfolios efficiently and effectively," stated Harris.
Key features of the partnership include:
- Dynamic Portfolios™: Utilizing proprietary technology to create customized investment strategies that prioritize tax efficiency.
- Multiple Tax-Management Strategies: Implementing direct indexing to mitigate investment-related taxes, aiming for substantial "tax alpha," particularly beneficial for high-income investors.
- In-House Control: Advisors can maintain decision-making authority, minimizing reliance on third-party services, which enhances investment personalization.
With Alphathena recognized as the Best Direct Indexing Platform in 2025, this partnership underscores a growing trend among advisory firms prioritizing tax-aware and personalized investing. "Evergreen represents the next generation of advisory firms, combining human insight with technological advancement," said Mohan Naidu, founder and CEO of Alphathena. "This partnership exemplifies what is achievable when advisors leverage technology to streamline operational processes while retaining creative control over their investment models."
As both firms pursue a shared goal of elevating client experience, this collaboration sets a new standard for tax-aware investing, attracting attention from other leading wealth management organizations currently utilizing Alphathena’s platform. For more details on how this partnership enhances tailored, tax-efficient investing, visit Alphathena or Evergreen Wealth.
