Alphanso

Alphanso is a comprehensive AI-powered wealth management and financial planning platform built for high-earning professionals and families with complex financial needs. It combines advanced analytics with fiduciary human advisors to deliver personalized investment, tax, and estate strategies—all for a flat subscription fee, with 0% AUM charges.

Core features include:

• AI Analysis: Insights across 12,000+ financial metrics, SP500 sector trends, and portfolio optimization.
• Unified Platform: A single dashboard covering investments, taxes, estate, insurance, debt, and budgeting.
• Transparent Pricing: Flat monthly subscription, no hidden fees or % of assets.
• Fiduciary Advisors: 24/7 access to experts who align with client goals, not commissions.
• Advanced Tools: Real-time net worth tracking, personalized allocation strategies, tax-loss harvesting, and retirement planning.
• Hedge-Fund Technology: Institutional-grade systems that have historically outperformed market benchmarks.

Alphanso eliminates the trade-off between affordability and sophistication, giving clients the same caliber of advice and execution that was once limited to elite private wealth firms.