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Alphanso Wealth Profile
Alphanso Wealth

@Alphanso_AI

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Following
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Wealth advisory for the modern age. Get a demo: https://t.co/ZpGQpWsGql

San Francisco, California
Joined July 2021
Don't wanna be here? Send us removal request.
@Alphanso_AI
Alphanso Wealth
3 days
See every dollar, debt & investment - finally connected. The new @Alphanso_AI Accounts is live: 📈 Deep equity insights (scores, projections, allocations) 💳 Credit usage + minimum due 💼 Liquid vs equity breakdowns 💡 Attach any account to Investing / Goals / Tax for ML-powered
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@Alphanso_AI
Alphanso Wealth
12 days
RSUs, ESPP, big W-2… and a painful tax bill? Join our live webinar on how some HNIs use vetted oil & gas structures + AI to make heavy tax years more efficient before December 31st. For US-based HNIs, Big Tech employees & founders. Registration link below.
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@ElijahStreamsTV
ElijahStreams
13 days
What started as a campaign became a calling. @EricTrump shares this story of what Mike Huckabee said. Watch the full interview.
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@Alphanso_AI
Alphanso Wealth
16 days
Jesús went from @PayPal / @Intuit / @Stash / @Walmart → trying to fix how “new money” actually gets advice. Along the way: – Old money vs new money, decoded – Sticking with CPAs out of fear, not fit – AI tools everywhere, clarity nowhere – Why trust + relationship still sit at
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@Alphanso_AI
Alphanso Wealth
23 days
For most millennial HNIs we speak to, the real question isn’t: “Can you get me higher returns?” It’s: “Can I trust you with the full picture of my life?” That’s the bar for advice at Alphanso, shaped by 100+ conversations, and that’s what we talk about in our latest blog:
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@Alphanso_AI
Alphanso Wealth
1 month
Drowning in data but still guessing what to buy or hold? 📉 Meet AlphaLens - see Buy/Sell verdicts, confidence scores, & future projections in one view. 2M+ data points, real-time context, total clarity. Try it now & tell us! #Fintech #WealthTech #Investing
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@boardroom
Boardroom
15 hours
. @SpeedyMorman doesn’t chase viral moments; he creates them. Calm, precise, and surgical, he makes space for honesty in an era allergic to nuance. Whether he’s sitting with rappers or whatever career Kim K is currently pursuing, he brings the same patience and the confidence of
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@Alphanso_AI
Alphanso Wealth
5 months
🔗 NEW: Accounts tab is live! • Track stocks, cash, & bonds together • Live bank + card balances & spend insights • Mortgages & loans—APR, due date, more • 11K+ banks, brokerages, and crypto • OAuth + TLS 1.2 + AES-256 Try it now & tell us! #Fintech #WealthTech
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@Alphanso_AI
Alphanso Wealth
6 months
🗂️ NEW FEATURE ALERT: Documents Vault is live! One hub for every doc ✅ Real-time advisor requests ✅ Multi-file upload ✅ End-to-end encryption ✅. Available on web & mobile now. Try it and tell us what you think! #Fintech #WealthTech #Alphanso
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@Alphanso_AI
Alphanso Wealth
7 months
Still telling yourself you’ll “get to it” later? Time & money aren’t the real blockers - belief + commitment are. Alphanso turns big dreams into actionable financial plans for tech pros. DM us “plan” and we’ll show you how to start today. #WealthTech #FinPlan
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@Alphanso_AI
Alphanso Wealth
8 months
Tariffs or no tariffs - resilience guaranteed. Alphanso advisors will craft a tariff-resistant portfolio tailored to your needs. Start your free trial today: https://t.co/BOhm5tgWu1 #alphansowealth #wealthmanagement #tariff #usa #financialplanning #financialadvisor
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@Alphanso_AI
Alphanso Wealth
9 months
Alphanso is offering a free assessment of 2024 US taxes with our CPAs before the April 15 deadline. A second set of eyes can save you $$. Drop us a message if interested. #alphanso #AlphansoWealth #WealthManagement #2024tax #taxsavings
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@Alphanso_AI
Alphanso Wealth
9 months
Maximize returns. Minimize hassle. Why stress over financial planning when Alphanso Wealth can simplify it for you? Optimize your tax strategy, manage investments, and focus on what truly matters. Book your consultation today- https://t.co/8rUMwMdvhG #AlphansoWealth
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@Alphanso_AI
Alphanso Wealth
9 months
It’s never too early (or late) to plan. Whether you’re saving for retirement, your child’s education, or major life goals, a strategic financial plan makes all the difference. Start today with Alphanso Wealth. Book your consultation today- https://t.co/8rUMwMdvhG
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@Alphanso_AI
Alphanso Wealth
9 months
Invest smarter, grow faster. Your money should work as hard as you do. Leverage AI-driven insights and tax-saving strategies to grow your wealth efficiently with Alphanso Wealth. Book your consultation today- https://t.co/8rUMwMdvhG #AlphansoWealth #WealthManagement
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@Alphanso_AI
Alphanso Wealth
9 months
From retirement to real estate, we’ve got you covered. Financial success isn’t just about investing - it’s about smart planning. From homeownership to retirement, Alphanso Wealth helps you build a secure future with expert-backed strategies. Book your consultation today-
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@Alphanso_AI
Alphanso Wealth
10 months
Don’t leave your future to chance. Whether it’s paying off debt or building your savings, a clear financial plan makes all the difference. Take control of your future with Alphanso Wealth - your all-in-one wealth solution. Book your consultation today- https://t.co/8rUMwMdvhG
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@Alphanso_AI
Alphanso Wealth
10 months
Build wealth, reduce stress. Managing your money shouldn’t feel overwhelming. With Alphanso Wealth, optimize your investments, track your financial goals, and reduce tax burdens - effortlessly. Book your consultation today- https://t.co/8rUMwMdvhG #AlphansoWealth
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@Alphanso_AI
Alphanso Wealth
10 months
Introducing Alphanso Wealth! We’re evolving beyond investments to bring you a comprehensive wealth management platform. Plan your investments, taxes, retirement, and financial goals - all in one place. Smarter financial decisions start here. Welcome to Alphanso Wealth! Book
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