Alphanso is a wealth advisory platform that combines human advisors with AI-powered tools to provide comprehensive financial guidance. It covers investment planning, estate planning, tax support, insurance, debt management, cashflow and budgeting, and goal planning. The platform operates with 0% AUM fees and advisors are fiduciaries. Clients can keep their existing accounts and link them securely. Managed accounts are custodied at Charles Schwab. The service is trusted by employees of major companies.
Key Benefits
- No AUM fees
- Human advisors paired with AI-powered tools
- Fiduciary standard
- Comprehensive coverage across investments, taxes, estate, insurance, debt, and cashflow