Alphanso Rebrands as Alphanso Wealth

Alphanso, the flat-fee fiduciary wealth management platform built for high-earning professionals with equity compensation, today announced that it is rebranding as Alphanso Wealth, effective July 20, 2026. The change reflects the name under which the company already operates across its app and advisory relationships, and brings the brand into alignment across every channel.

FOR IMMEDIATE RELEASE

San Francisco, United States — May 15, 2026

Alphanso Rebrands as Alphanso Wealth

Alphanso, the flat-fee fiduciary wealth management platform built for high-earning professionals with equity compensation, today announced that it is rebranding as Alphanso Wealth, effective May 15, 2026. The change reflects the name under which the company already operates across its app and advisory relationships, and brings the brand into alignment across every channel.

The rebrand is a name change only. Alphanso Wealth is the same company, the same fiduciary team, and the same legal entity. All existing client relationships, advisory agreements, subscriptions, and account access continue without interruption, and no action is required from current members.

"Our name has always pointed to the same thing — advice that works around you, not around a firm's need to gather assets," said Utkarsh Agarwal, founder of Alphanso Wealth. "Moving to Alphanso Wealth makes it unmistakable what we do and who we do it for. Nothing about how we serve our members changes."

The company will continue to offer flat-fee, subscription-based wealth management with no percentage-of-AUM charges — spanning investments, tax planning, equity compensation strategy, estate planning, and cash flow — supported by fiduciary advisors and the platform's analytics.

Clients and followers are encouraged to update their references to the company as Alphanso Wealth. Employees are asked to update their LinkedIn profiles to reflect the new name.

About Alphanso Wealth

Alphanso Wealth is a flat-fee fiduciary wealth management platform serving high-earning professionals and families with complex finances, including those navigating RSUs, ISOs, ESPPs, and other equity compensation. Combining fiduciary human advisors with modern planning and portfolio tools, Alphanso Wealth delivers coordinated advice across investments, taxes, estate, and cash flow — for a transparent flat subscription fee with no AUM charges. Learn more at alphanso.ai.

Media Contact

Michael O'Connor

Growth Executive, Alphanso Wealth

contactus@alphanso.ai

Category
Written by
Utkarsh Agarwal
CEO & Founder

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