Welcome to Our Client Stories

From equity planning to family goals, explore how clients turned ambition into achievement with Alphanso.
Portfolio Diversification
Goal Planning

From Series A liquidity to lasting security: transforming shares into a diversified plan

Microsoft
Cross-Border Taxes
Tax-Loss Harvesting

From paycheck to runway: preserving wealth in a founder’s first year

Google
Roth Conversions
Cashflow

How a Google alum turned a lean founder year into a $100K tax win.

Meta
Retirement Planning
RSU Planning

Here’s how a Meta PM went from RSU rollercoaster to FIRE at 45.

Meta
Goal Planning
Tax Optimization

From RSU chaos to clarity: four Meta stories you’ll recognize