Security at Alphanso

Protecting your financial data is as important as growing your wealth. We are built on regulatory compliance, bank-grade technology, and transparent practices — so you can engage with full confidence.
Watch demo
Man sitting on a gray couch holding a credit card in one hand and using a laptop on his lap.

Security at Alphanso

Protecting your financial data is as important as growing your wealth. We are built on regulatory compliance, bank-grade technology, and transparent practices — so you can engage with full confidence.
Request a callback
Man sitting on a gray couch holding a credit card in one hand and using a laptop on his lap.
Security

How we protect your data

Bank-grade encryption
256-bit AES encryption, zero-trust framework, and A+ SSL rating — the gold standard in financial data protection.
Lock icon with the word Security and text stating bank-level protection with top-tier encryption and compliance.
Fiduciary & compliant
Full fiduciary under the Investment Advisers Act of 1940. No commissions, no product sales — your interests come first, always.
Text stating 'Regulated and compliant with' above logos and names of Finra and Advisor Armor.
Vetted partnerships
We work with Google, Plaid, Snaptrade, and Charles Schwab — all vetted for encryption, access control, and privacy.
Card with handshake icon and the word Partner, text stating 'We work with trusted platforms like', and four black and white platform logos below.
Compliance

We enforce security best practices

Our security architecture, regulatory standing, data practices, and trusted partnerships are summarized below for your review.

256-bit encryption

All data protected in transit and at rest using AES-256 — the same standard used by leading financial institutions worldwide.
Learn more
Blue shield with a keyhole and a plus sign representing added security.

A+ SSL rating

Awarded by SSL Labs for strong encryption and best-in-class secure connection practices. Independently verified at ssllabs.com.
Learn more
Blue padlock icon with a white star in the center inside a light blue circle on a white background.

Compliant & certified

NY State-registered RIA (CRD #324030), FINRA-regulated, Advisor Armor–listed, operating as a full fiduciary with continuous compliance monitoring.
Learn more
Blue icon of a signed document with text lines on a white circular background.
Security

How we protect your data

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

Data security architecture

Your data is protected with 256-bit AES encryption in transit and at rest, TLS on all transmissions, and encrypted cloud storage under strict monitoring. Our zero-trust security framework requires identity verification at every access point — no implicit trust is granted to any user, device, or system. Independently rated A+ by SSL Labs, reflecting strong encryption and secure implementation.
Lock icon with the word Security and text stating bank-level protection with top-tier encryption and compliance.

Regulatory standing & compliance

As a New York State-registered RIA (CRD #324030), Alphanso is legally and ethically bound to act in your best interest at all times. We do not earn commissions, do not sell investment products, and do not accept performance-based fees. Our fiduciary obligation is unconditional. We are regulated by FINRA, and Advisor Armor provides ongoing monitoring of our compliance programs.
Text stating 'Regulated and compliant with' above logos and names of Finra and Advisor Armor.

Vetted third-party partnerships

Alphanso only integrates with providers that meet rigorous standards for encryption, access control, and data privacy. Plaid enables secure, read-only account linking with 12,000+ US financial institutions. Snaptrade provides tokenized portfolio access with institutional-grade controls. For discretionary management, Charles Schwab serves as our recommended custodian with full SIPC protection.
Request a callback
Card with handshake icon and the word Partner, text stating 'We work with trusted platforms like', and four black and white platform logos below.
Frequently asked questions
How does Alphanso protect my data?
Alphanso enforces a zero-trust cybersecurity policy — strict identity verification at every access point with no implicit trust granted. All data is encrypted with 256-bit AES at rest and TLS in transit, advisor systems are Armor-integrated, and we adhere to FINRA compliance standards. Our platform has earned an A+ SSL rating from SSL Labs.
How do you use AI in advisory? Or is AI handling my financial advisory?
Alphanso uses AI for its core strengths — the breadth and depth of research and analysis. Our proprietary models analyze over 2 million data points daily, giving advisors a comprehensive, real-time view of markets, policies, and opportunities. Certified financial experts create and own each member’s advisory plan. AI augments — it does not replace — human judgment. Your dedicated fiduciary advisor makes every recommendation.

Where is my data stored?
Your data resides in encrypted cloud servers, protected with 256-bit AES encryption at rest. All automated backups are also encrypted. Access is strictly monitored and controlled — only authorized processes under zero-trust policies can reach your information.
Who has access to my data?
Your data is used exclusively to deliver personalized financial advice. We never sell, rent, or share your data with advertisers, brokers, or data brokers. We collect only what is needed and disclose our practices in our Privacy Policy.
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 providers that meet rigorous standards: Google (cloud and storage), Plaid (read-only account linking with 12,000+ US institutions), Snaptrade (tokenized portfolio access), and Charles Schwab (custodian with full SIPC protection). All partnerships are thoroughly vetted before any data flows through them.
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 connection details that fetch data on your account. If you open a new account in the future, you would need to reconnect as if your prior account never existed. For regulatory compliance, we retain historical records per SEC Advisers Act Rule 204-2.
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.
Can I independently verify your credentials?
Yes. We are a New York State-registered RIA (CRD #324030) and maintain a publicly accessible Form ADV Part 2A. We are also listed and monitored through Advisor Armor. You can independently verify our credentials at adviserinfo.sec.gov, ssllabs.com/ssltest, and through our Advisor Armor listing.
How are my connections secured?
Every data exchange between your device and our platform uses Transport Layer Security (TLS) — the same protocol used by major banks. We’ve earned an A+ rating from SSL Labs for strong encryption and best-in-class secure connection practices. You can verify this independently at ssllabs.com/ssltest.
Frequently asked questions
How does Alphanso protect my data?

Alphanso enforces a zero-trust cybersecurity policy — strict identity verification at every access point with no implicit trust granted. All data is encrypted with 256-bit AES at rest and TLS in transit, advisor systems are Armor-integrated, and we adhere to FINRA compliance standards. Our platform has earned an A+ SSL rating from SSL Labs.

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

Alphanso uses AI for its core strengths — the breadth and depth of research and analysis. Our proprietary models analyze over 2 million data points daily, giving advisors a comprehensive, real-time view of markets, policies, and opportunities. Certified financial experts create and own each member’s advisory plan. AI augments — it does not replace — human judgment. Your dedicated fiduciary advisor makes every recommendation.

Where is my data stored?

Your data resides in encrypted cloud servers, protected with 256-bit AES encryption at rest. All automated backups are also encrypted. Access is strictly monitored and controlled — only authorized processes under zero-trust policies can reach your information.

Who has access to my data?

Your data is used exclusively to deliver personalized financial advice. We never sell, rent, or share your data with advertisers, brokers, or data brokers. We collect only what is needed and disclose our practices in our Privacy Policy.

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 providers that meet rigorous standards: Google (cloud and storage), Plaid (read-only account linking with 12,000+ US institutions), Snaptrade (tokenized portfolio access), and Charles Schwab (custodian with full SIPC protection). All partnerships are thoroughly vetted before any data flows through them.

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?

Yes. Email us at support@alphanso.ai and we will remove all connection details that fetch data on your account. If you open a new account in the future, you would need to reconnect as if your prior account never existed. For regulatory compliance, we retain historical records per SEC Advisers Act Rule 204-2.

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.

Can I independently verify your credentials?

Yes. We are a New York State-registered RIA (CRD #324030) and maintain a publicly accessible Form ADV Part 2A. We are also listed and monitored through Advisor Armor. You can independently verify our credentials at adviserinfo.sec.gov, ssllabs.com/ssltest, and through our Advisor Armor listing.

How are my connections secured?

Every data exchange between your device and our platform uses Transport Layer Security (TLS) — the same protocol used by major banks. We’ve earned an A+ rating from SSL Labs for strong encryption and best-in-class secure connection practices. You can verify this independently at ssllabs.com/ssltest.