Alphanso Wealth
Financial planning & advisory
Free · Designed for iPad
Alphanso Wealth
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.
Terms of use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Privacy Policy: https://alphanso.ai/privacypolicy/
Minor bug fixes
The developer, Alphanso Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- Identifiers
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Alphanso Inc.
- Size
- 87.5 MB
- Category
- Finance
- Compatibility
Requires iOS 15.6 or later.
- iPhone
Requires iOS 15.6 or later. - iPad
Requires iPadOS 15.6 or later. - iPod touch
Requires iOS 15.6 or later. - Mac
Requires macOS 12.5 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
18+
- 18+
- Copyright
- © 2025 Alphanso Inc.