What is Alphanso Wealth?

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, S&P 500 sector trends, and portfolio optimization.

• Unified Platform: A single dashboard covering investments, taxes, estate, insurance, debt, and budgeting.

• Transparent Pricing: Flat fee only 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.

Use Cases And Features

1. Plan and optimize investments, taxes, and estate transfers seamlessly in one place.

2. Get AI-backed insights on stock, ETF, and bond allocations with fiduciary review.

3. Replace expensive % AUM advisors with a flat-fee subscription while gaining more holistic, tech-enabled planning.