Alphanso Wealth

Alphanso

About this app

Take control of your financial future with Alphanso - your ultimate wealth management app. Combining cutting-edge ML models with expert human expertise, Alphanso provides personalized financial planning to help you achieve your goals. Whether you're building wealth, optimizing taxes, planning for retirement, or leaving a legacy, Alphanso empowers you to plan smarter for your future goals.
Why choose Alphanso?
Personalized financial advice: Tailored strategies for your unique milestones like retirement, education, vacation, buying a car, and many more.
Flat-fee wealth management: Affordable, subscription-based financial planning with no hidden fees or money lock-ins.
AI-Powered Financial Insights: ML models leveraging 30 years of market data and insights to offer solutions like tax loss harvesting, insurance planning, and mortgage strategies.
Proven Market Performance: A track record of consistently outperforming the market, all with no lock-in commitment.
Investment freedom: Retain full control of your portfolio - no mandatory transfers required.
Key features
Tax optimization: Simplify taxes with tools for tax-loss harvesting and strategies to reduce liabilities.
Goal planning: Plan income streams and savings for a secure and stress-free future.
Investment management: Leverage insights to diversify and preserve your capital.
Estate planning: Leave a legacy with efficient wealth transfer strategies.
Insurance planning: Find the best policies for your needs with expert-backed recommendations.
Debt management: Optimize your repayment strategies and reduce financial stress with expert-backed recommendations.
Built for everyone
New Investors: Get started with simple and actionable advice tailored to your needs.
Experienced Investors: Optimize your portfolio with advanced tools and smart financial strategies.
Professionals: Manage RSUs, stock options, and real estate investments with ease.
Retirees: Plan for a steady income and safeguard your wealth for the future.
Why Alphanso stands out

Unlike traditional firms, Alphanso offers:
Affordable wealth management: Save thousands annually with flat-fee pricing - no AUM fees, ever.
Best of both worlds: 100% fiduciary advice backed with tech-driven strategies and insights to get you the tailored investment you deserve.
AI-driven insights: Access real-time recommendations, personalized strategies, and goal-based investing tools.
Modern digital experience: Get on-demand advice anytime, anywhere, without the need for office visits.

With Alphanso, you’ll enjoy the benefits of low-cost ETFs, diversified portfolios, and automated investment tools that simplify wealth management. Our user-friendly platform empowers you to achieve your financial goals with confidence.
Start your wealth management journey today.

Learn more at https://alphanso.ai/termsofuse
Website: https://alphanso.ai
Privacy Policy: https://alphanso.ai/privacypolicy/

Ratings and reviews

$20/mo would reasonable, at $50/mo its not really worth it. It's not bad, but needs work. Personal portfolio doesn't update day to day, and just stays at the same value from when first entered. The top stocks feature hardly changes either. What's left is the explore feature which gives you the ability to receive an analysis of most equities available to trade which is nice, but not worth it for the $50 price tag.

I really like that the recommendations that the app provides is not just which stock to pick, and why, but it tells exactly how many units to pick, and at what price. It also suggests how many of my existing stocks to sell and at what price, thus helping me improve my portfolio without adding any new money to it. In the current bear market where I wanted to pull all my money out of stocks this app has helped me increase my portfolio value by almost 43%! Can't recommend the app enough.

I like this app and the concept behind it to manage portfolio thats why I purchased subscription and gave it 5 stars. But, today the app stopped working, I uninstalled and reinstalled, cleared the app's cache, but still doesn't login and work. I hope you guys can fix it soon.

What’s new

Minor bug fixes and performance enhancement.