Alpheva AI and Valim Partner to Bring the Family Office Model to More High-Earning Households

NEW YORK, NY, August 21, 2026. Alpheva AI, the AI-powered private family office for high-earning households, and Valim, a CPA-led tax advisory platform, today announced a strategic partnership that joins two parts of a household's financial life that rarely talk to each other: expert tax advice and coordination across every other financial decision.

Through the partnership, Alpheva customers will have access to Valim's CPA-led tax professionals for tax preparation, year-round advisory, and complex tax matters. Qualifying Valim customers will, in turn, be able to leverage Alpheva's private family office platform to coordinate decisions across taxes, investments, debt, insurance, estate planning, real estate, cash flow, and other major financial decisions.

It addresses a simple but stubborn problem. Most high-earning households already have excellent financial professionals. What they lack is anyone connecting the work those professionals do.

Connecting Tax Expertise With the Rest of the Financial Picture

Financial decisions rarely happen in isolation. A single change in income can ripple through taxes, investments, insurance, debt, and estate planning at the same time. Yet most financial services are built around one specialty at a time, not the household as a whole.

Alpheva watches the whole picture. It continuously analyzes a household's finances, surfaces opportunities, prioritizes them by impact, and helps turn recommendations into measurable results, all while working alongside the advisors a family already trusts. Valim brings deep tax expertise into that picture, with CPA-led teams of former Big Four CPAs, EAs, and tax specialists, augmented by AI and backed by year-round advisory.

"High earners don't need another financial service operating in isolation. They need the pieces to work together," said Rohan Kora, CEO of Valim. "Valim has built a modern tax practice around expert professionals, technology, and year-round service. Alpheva is building the coordination layer across the broader financial picture. This partnership connects those capabilities and gives clients a more complete financial experience."

The Tax Expert and the Family Office, Connected

For generations, the family office has offered exactly this kind of coordinated oversight, but its cost and complexity have kept it within reach of only the wealthiest families. Alpheva and Valim believe technology can open that model to many more households.

"The goal isn't to replace the professionals a family already trusts," Munjal said. "It is to help make them more effective by connecting their expertise around the household and making sure important opportunities don't fall between the cracks."

Together, the two companies point to a clear model for how affluent households will manage money: AI handling the continuous analysis and coordination, experienced professionals handling the decisions that call for judgment.