Built on trust, secured by design

Your financial life deserves more than advice, it deserves uncompromising protection. At Alphanso, we safeguard your data, privacy, and peace of mind with bank-grade encryption, strict compliance, and vetted partnerships.
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Built on trust, secured by design

Your financial life deserves more than advice, it deserves uncompromising protection. At Alphanso, we safeguard your data, privacy, and peace of mind with bank-grade encryption, strict compliance, and vetted partnerships.
Request a callback
Reliable

Keeping you safe at every step

Bank-level security
Your data is encrypted with 256-bit AES and rated A+ by SSL Labs—the gold standard in financial security.
Private & transparent
Our fiduciary advisors put your interests first. No commissions, no product sales—just compliant, regulated, and secure guidance.
Partnerships that strengthen protection
We work with vetted providers like Google, Plaid, and Snaptrade to ensure safe account linking and secure storage.
Services

We protect your wealth and privacy.

Our highest standards are built on trust, transparency, and uncompromising security-so you can focus on growing your wealth with peace of mind.

256-bit encryption

Your data is protected in transit and at rest with AES-256 encryption, the gold standard used by leading financial institutions.
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A+ SSL rating

We earned an A+ from SSL Labs for strong encryption, secure configurations, and industry-best connection practices.
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Compliant & certified

FINRA-regulated, and Advisor Armor–listed, operating as a fiduciary with continuous compliance monitoring.
Learn more
Reliable

Keeping you safe at every step

Our platform is built on industry-leading security, transparent practices, and vetted partnerships, so your financial life stays private, protected, and in your control.

Bank-level security

All your data is encrypted in transit and at rest using 256-bit AES encryption, the gold standard in financial security. Our platform has been rated A+ by SSL Labs, reflecting strong encryption and secure implementation.

Private & transparent

Alphanso advisors are fiduciaries, legally and ethically bound to put your interests first. We don’t earn commissions or sell products. We’re registered with the New York State Department of Financial Services, regulated by FINRA, and compliant with Advisor Armor. Your data is used only to provide personalized advice, never sold or shared for marketing.

Partnerships that strengthen protection

We work with trusted platforms like Google, Plaid, and Snaptrade, all meeting strict standards for encryption, access control, and privacy. From account linking to secure storage, every integration is thoroughly vetted. We only partner with providers we’d trust with our own financial data.
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FAQs
How does Alphanso protect my data?
Alphanso follows a strict cybersecurity zero-trust policy. Any on-wire data is standard TLS, backend is 256-bit encrypted, advisor systems are armor integrated, adhering to FINRA compliance.
How do you use AI in advisory? Or is AI handling my financial advisory?
We use AI for its core strengths - breadth and depth of research and analysis. Certified financial experts create the financial advisory plan. Our models analyze 2M+ data points daily, which gives our advisors a comprehensive view of the market, options, policies, and changes. They utilize the AI to determine the best strategies for their clients and deliver personalized results.

Where is my data stored?
Your data is stored securely in encrypted cloud servers. Everything is encrypted in transit and at rest, accessible only when needed and under strict monitoring.
Who has access to my data?
Alphanso and our trusted partners use your data to understand your financial picture and deliver tailored advice. We never share your information for marketing or advertising.
Why does Alphanso ask me to link my accounts?
Linking your accounts helps us give you personalized, real-time financial advice based on your actual portfolio, income, savings, and goals. Instead of using assumptions or outdated data, Alphanso builds a clear picture of your finances so we can:

1. Spot gaps or overlaps in your investments
2. Recommend better tax strategies
3. Help you plan for goals like buying a home, retirement, or debt payoff
4. Adjust advice as your financial life changes

We never make transactions or move money without your consent. Linking by default grants read-only access. If you'd like to upgrade an account to read-write or Alphanso managed access, you can discuss it with your dedicated financial advisor.
Which partners do you work with?
We collaborate only with top-tier providers, account aggregators, secure messaging platforms, and compliance tools, like Google, Plaid, Snaptrade, all vetted to meet our security standards.
Do you sell or share my data?
Never. We don’t sell, rent, or share your data with advertisers, brokers, or data brokers. It’s used only to deliver personalized financial advice.
Can I see or update my data?
Yes, you can view and update your information anytime by logging into your account.
Can I delete my account at any time?
Just email us at support@alphanso.ai, and we will remove any connection details that can fetch latest info on your acount. If you were to open a new account with Alphanso in the future, you would have to reconnect and add data as if your prior account never existed. For compliance we still have to maintain records of some of the historical data for the duration of period when you were active client of Alphanso
What happens to my data when I’m no longer a member?
We retain your data for five years to maintain compliance with the SEC Advisers Act Rule 204-2. During this period, you can request access to your data.value
Do my accounts continue to update once I'm no longer a member?
After a while, your linked accounts will no longer continue to update.
Are you certified? Can I see your filings?
Yes. We are registered investment advisors and maintain a publicly accessible Form ADV Part 2A and CRD, which outlines our business model, fees, and fiduciary obligations. We are also listed and monitored through Advisor Armor to ensure our compliance programs remain current.
What about secure connections?
Our encryption practices earned us an A+ rating from SSL Labs, so you know our digital connections are top tier.
FAQs
How does Alphanso protect my data?

Alphanso follows a strict cybersecurity zero-trust policy. Any on-wire data is standard TLS, backend is 256-bit encrypted, advisor systems are armor integrated, adhering to FINRA compliance.

How do you use AI in advisory? Or is AI handling my financial advisory?

We use AI for its core strengths - breadth and depth of research and analysis. Certified financial experts create the financial advisory plan. Our models analyze 2M+ data points daily, which gives our advisors a comprehensive view of the market, options, policies, and changes. They utilize the AI to determine the best strategies for their clients and deliver personalized results.

Where is my data stored?

Your data is stored securely in encrypted cloud servers. Everything is encrypted in transit and at rest, accessible only when needed and under strict monitoring.

Who has access to my data?

Alphanso and our trusted partners use your data to understand your financial picture and deliver tailored advice. We never share your information for marketing or advertising.

Why does Alphanso ask me to link my accounts?

Linking your accounts helps us give you personalized, real-time financial advice based on your actual portfolio, income, savings, and goals. Instead of using assumptions or outdated data, Alphanso builds a clear picture of your finances so we can:
1. Spot gaps or overlaps in your investments
2. Recommend better tax strategies
3. Help you plan for goals like buying a home, retirement, or debt payoff
4. Adjust advice as your financial life changes

We never make transactions or move money without your consent. Linking by default grants read-only access. If you'd like to upgrade an account to read-write or Alphanso managed access, you can discuss it with your dedicated financial advisor.

Which partners do you work with?

We collaborate only with top-tier providers, account aggregators, secure messaging platforms, and compliance tools, like Google, Plaid, Snaptrade, all vetted to meet or exceed our security standards.

Do you sell or share my data?

Never. We don’t sell, rent, or share your data with advertisers, brokers, or data brokers. It’s used only to deliver personalized financial advice.

Can I see or update my data?

Yes, you can view and update your information anytime by logging into your account.

Can I delete my account at any time?

Just email us at support@alphanso.ai, and we will remove all of your connected accounts completely. If you were to open a new account with Alphanso in the future, you would have to reconnect and add data as if your prior account never existed.

What happens to my data when I’m no longer a member?

We retain your data for five years to maintain compliance with the SEC Advisers Act Rule 204-2. During this period, you can request access to your data.

Do my accounts continue to update once I'm no longer a member?

After a while, your linked accounts will no longer continue to update.

Are you certified? Can I see your filings?

Yes. We are registered investment advisors and maintain a publicly accessible Form ADV Part 2A and CRD, which outlines our business model, fees, and fiduciary obligations. We are also listed and monitored through Advisor Armor to ensure our compliance programs remain current.

What about secure connections?

Our encryption practices earned us an A+ rating from SSL Labs, so you know our digital connections are top tier.