Alphanso

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

16 Winter St, Waltham, Massachusetts, 02...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
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1
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1
1

About Alphanso

Alphanso offers a comprehensive wealth management platform designed for modern clients, providing tailored strategies and expert advice without asset-based fees. Their services include investment planning, estate planning, tax support, and debt management, all integrated into a single coordinated plan. The company emphasizes a fiduciary standard, ensuring that advisors act in the best interest of their clients while leveraging advanced technology for deeper financial insights. Alphanso primarily serves employees of top firms, focusing on building long-term relationships and financial wellness.Explore more
Alphanso's Social MediaPopular SearchesAlphansoSIC Code 62,628NAICS Code 52,523Show more

Alphanso Org Chart

PhoneEmail
BK
United States flag for contact location.

Director, Sales & Business Development

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Alphanso

<$5M
1-10
Private
-
2021
BK
Bryan KirbyDirector, Sales & Business Development
$5.4M
11-50
Private
-
2007
KL
Kathy LienFounding Partner
<$5M
11-50
Private
-
2012
BS
Bill ScanlinChief Technology Officer
<$5M
11-50
Private
-
1984
AH
Alaa HamadManager, Human Resources
<$5M
1-10
Private
-
2003
N/A
<$5M
1-10
Private
-
2015
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Alphanso is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Alphanso is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Alphanso.

Alphanso Tech Stack

A closer look at the technologies used by Alphanso

Alphanso News & Media

  • Alphanso.ai vs Range: How Do They Compare? - TechBullion

    At a glance Alphanso.ai is a flat-fee, fiduciary wealth advisory platform that combines human advisors with planning and portfolio tools across investments, taxes, estate, cash flow, debt, and insurance. It offers quarterly and annual subscription plans with no AUM fees and lets clients keep assets at existing institutions, with managed accounts custody at Schwab. Range […]
Read more news

Top Finance Companies

Frequently Asked Questions Regarding Alphanso

What is Alphanso's official website?
Alphanso's official website is www.alphanso.ai
What is Alphanso's Revenue?
Alphanso's revenue is <$5 Million
What is Alphanso's SIC code?
Alphanso's SIC: 62,628
What is Alphanso's NAICS code?
Alphanso's NAICS: 52,523
How many employees does Alphanso have?
Alphanso has 1-10 employees
What industry does Alphanso belong to?
Alphanso is in the industry of: Finance, Securities Trading
What is Alphanso competition?
Alphanso top competitors include: Tactical Asset Allocation Strategies, RMB Group, Bulls to Bears, BKForex
What technology does Alphanso use?
Some of the popular technologies that Alphanso uses are: Google Tag Manager, Adobe Photoshop, Adobe Illustrator, Adobe After Effects
What does Alphanso do?

Alphanso offers a comprehensive wealth management platform designed for modern clients, providing tailored strategies and expert advice without asset-based fees. Their services include investment planning, estate planning, tax support, and debt management, all integrated into a single coordinated plan. The company emphasizes a fiduciary standard, e... nsuring that advisors act in the best interest of their clients while leveraging advanced technology for deeper financial insights. Alphanso primarily serves employees of top firms, focusing on building long-term relationships and financial wellness.Read More

What are Alphanso social media links?
Alphanso Linkedin page
Is Alphanso a public company?
Alphanso is private company therefore does not currently have an official ticker symbol
See more information about Alphanso

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