- B2C
- B2B
- Early StageStartup in initial stages
Alphanso careers
Alphanso is a modern wealth management platform that blends artificial intelligence with human expertise to provide personalized financial planning. Designed for the modern investor, Alphanso breaks away from traditional models by offering a flat-fee, subscription-based service with 0% AUM (Assets Under Management) fees, ensuring that high-quality financial advice remains affordable and unbiased.
We provide a comprehensive, 360-degree approach to wealth management. Our platform integrates every aspect of your financial life into one coordinated plan, including:
Investment Management: Hedge-fund grade ML models analyze 30 years of market data to offer intelligent stock recommendations and portfolio optimization.
Tax Strategy: Year-round planning, including tax-loss harvesting and Roth conversion strategies, to help you keep more of what you earn.
Goal & Estate Planning: From planning for early retirement (FIRE) to setting up wills and trusts, we help you secure your future and your legacy.
Specialized Solutions: Expert guidance on complex needs like unwinding concentrated RSU stock, debt consolidation, and insurance laddering.
We provide a comprehensive, 360-degree approach to wealth management. Our platform integrates every aspect of your financial life into one coordinated plan, including:
Investment Management: Hedge-fund grade ML models analyze 30 years of market data to offer intelligent stock recommendations and portfolio optimization.
Tax Strategy: Year-round planning, including tax-loss harvesting and Roth conversion strategies, to help you keep more of what you earn.
Goal & Estate Planning: From planning for early retirement (FIRE) to setting up wills and trusts, we help you secure your future and your legacy.
Specialized Solutions: Expert guidance on complex needs like unwinding concentrated RSU stock, debt consolidation, and insurance laddering.
Alphanso Financial Advisor
Remote only • United States
2 days ago
Rupesh Goyal
Co-founder of Alphanso, ex Portfolio Manager at Seamans, and Technology Consultant at Accenture. MBA from Boston College and B.Tech from PU.
