Resource · Brief
$1B. One person. One platform.
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Leave your work email. We will send the one-page brief and follow up only about Athena. Custody stays at Schwab.
- One-page brief you can forward to a partner
- Mission Control, client app, investing, communication, ads, billing
- No demo required to read the brief
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What is in the brief
Athena is one platform for a solo or lean RIA to run a large book of smaller accounts. Clients open a firm-branded wellness app. Advisors open Mission Control — the household CRM that replaces a separate CRM, not another tab beside it. Overnight investing and ad tech sit on the same stack. Custody stays at Schwab.
- Who Athena is for (lean RIA, long-tail book)
- What clients open vs what advisors open
- Mission Control as CRM replacement for this book
- Schwab as the wired custodial connection
- Published proof: 500K+ end-user accounts · $7B+ assets under contract · 99.999% historical uptime · 50K+ AI conversations with end users
Custody stays at Schwab. Mission Control is the household CRM for this book.