Alphanso

Alphanso is an AI wealthtech platform that provides investment management, tax and financial advisory services. In practice that means building software for you when nothing off the shelf fits.

It makes the most sense for companies with a specific process to automate. Related areas on their profile: Financial Services and FinTech. They are a very small team, 1 to 10 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.

Alphanso is based in San Francisco, California. Their site is alphanso.ai.

Things worth asking about: portfolio relevance, who owns the code, and how they handle changes. Ask for a trial on your own data, not a canned demo.

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