Alphanso

Alphanso is an AI-driven investing and wealth-management platform for self-directed investors. Its core product analyzes financial metrics across roughly 1,800 stocks and ETFs to produce daily top-10 stock picks and personalized scores, aiming to help users build and track a portfolio without doing all the research themselves. Beyond stock picks, it offers broader financial planning tools: tax-loss harvesting, Roth conversion strategies, estate planning documents like wills and trusts, debt and refinancing analysis, insurance comparisons, and goal simulators for milestones like early retirement. The platform can connect to a large number of outside brokerages and investment accounts so users can track multiple portfolios in one place, and it also offers a non-custodial option that leaves assets at a user's existing institution with either read-only or read/write access. For managed accounts, it uses Charles Schwab as custodian. Alphanso is registered as an SEC investment advisor and says user data is protected with 256-bit encryption. It appears to target tech-industry employees in particular, given its emphasis on RSU and ESPP management and career-transition planning. Fee structure beyond a stated '0% AUM fees' policy is not fully detailed publicly, so specific plan pricing is not included here.