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AthenaInvest's Overview

Total employees5
HeadquartersDenver
Founded2005

AthenaInvest is an investment research firm specializing in behavioral finance. Founded in 2005 by C. Thomas Howard, PhD, the company provides financial advisors and institutions with sophisticated research, proprietary tools, and portfolio management solutions rooted in understanding investor behavior and market anomalies. AthenaInvest's core mission is to improve investment decision-making and portfolio performance by incorporating behavioral insights into active management strategies, particularly through its expertise in evaluating and selecting skilled active equity managers. Their offerings include behavioral portfolios and manager skill ratings, aiming to deliver alpha for clients by moving beyond traditional financial metrics.

Where is AthenaInvest's Headquarters?

HQ Function

AthenaInvest's Denver headquarters serves as the nerve center for all its operations, including pioneering behavioral finance research, development of investment tools and strategies, client relationship management, and corporate administration.

Notable Features:

The office is strategically located within the Denver Tech Center. While specific internal architectural details are private, it provides a modern, professional workspace designed to support focused research and collaborative efforts.

Work Culture:

AthenaInvest cultivates a work culture centered on intellectual curiosity, rigorous analysis, and collaborative problem-solving. Employees are typically experts in finance, research, and quantitative methods, contributing to a dynamic environment focused on advancing behavioral investment strategies and delivering value to clients.

HQ Significance:

Its Denver HQ is significant due to its proximity to a skilled talent pool in finance and technology, and its role as the origination point for AthenaInvest's proprietary research and investment models that influence financial advisors nationwide.

Values Reflected in HQ: The choice of a professional and strategically located headquarters reflects AthenaInvest's core values of expertise, innovation, and a commitment to providing high-caliber, research-driven solutions to the financial advisory community.

Location:

While headquartered in the United States, AthenaInvest provides its specialized investment research and behavioral portfolio management tools to financial advisors and institutions. These clients may serve an international clientele, extending the reach of AthenaInvest's influence. The company's direct operational presence and primary market focus are within the U.S.

Street Address:

7900 E Union Ave, Suite 1100

City:

Denver

State/Province:

CO

Country:

USA

AthenaInvest's Global Presence

Buying Intent Signals for AthenaInvest

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of AthenaInvest

As of April 2025, AthenaInvest' leadership includes:

C. Thomas Howard, PhD - Founder, CEO & Director of Research
Dawna M. TEMA - President & COO
Matthew Robert, CFA, PhD - Head of Research
Sarah C. Place - Head of Operations

Investors of AthenaInvest

AthenaInvest has been backed by several prominent investors over the years, including:

Privately Held

Executive New Hires/Exits in the Last 12 Months

Hire0
Exits0

No major public announcements regarding executive new hires or departures at AthenaInvest have been identified in the last 12 months, suggesting stability in its core leadership team.

Technology (Tech Stack) used by AthenaInvest

Discover the tools AthenaInvest uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

AthenaInvest Email Formats and Examples

AthenaInvest likely uses a standard professional email format common for companies of its size and industry. The most probable format combines the first initial and last name of the employee.

flast@athenainvest.com

Format

thoward@athenainvest.com

Example

85%

Success rate

News and media

Business WireOctober 04, 2023

Envestnet Introduces Separately Managed Account with Behavioral Investing Approach from AthenaInvest

Envestnet announced the launch of a new separately managed account (SMA) strategy featuring a behavioral investing approach developed by AthenaInvest. This collaboration aims to provide financial advisors with an innovative solution that leverages insights from behavioral finance to enhance portfolio construction and investment decision-making....more

GlobeNewswireJanuary 11, 2023

AthenaInvest Behavioral Research Powers Expansion of Adhesion Wealth’s Manager Models

Adhesion Wealth announced an expansion of its UMA and SMA model lineup, incorporating new behavioral models powered by AthenaInvest's research. This enhancement provides advisors on the Adhesion platform with more sophisticated tools for manager selection and portfolio construction based on behavioral finance principles....more

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