FAQs

Alpheva AI is the Financial Operating System built for $200K+ households. It unifies your full financial life across taxes, investments, debt, insurance, spending, and planning, and continuously identifies what you’re leaving on the table. Alongside the OS, Alpheva also includes an AI-powered financial advisor and access to human advisors, so you get personalized insights and trusted expertise side by side, turning complex financial data into clear, confident decisions.

Alpheva is purpose-built for $200K+ households who have outgrown basic budgeting apps and need a single system to coordinate the full picture: taxes, investments, debt, insurance, cash flow, and long-term planning.

It’s a fit if you’re juggling multiple accounts, tax considerations, investment decisions, and life goals, and want continuous optimization rather than a one-time review. Individuals, families, founders, and business owners with more complex finances all use Alpheva to coordinate their financial life in one place.

Most financial apps stop at tracking and reporting. Alpheva is a Financial Operating System: it connects taxes, investments, debt, insurance, spending, and planning into one coordinated layer that thinks with you and continuously surfaces what you’re leaving on the table.

On top of that OS, Alpheva includes an AI-powered financial advisor that delivers personalized insights, clear explanations, and intelligent recommendations aligned with your goals, plus access to human advisors when you want a second set of eyes. This combination of OS + AI advisor + human expertise is what makes Alpheva distinct, and our AI is developed and vetted by leading experts across financial services and technology.

Alpheva AI is headquartered in New York City, NY, with a regional office in Houston, TX.

Alpheva AI was founded by a diverse team of experienced entrepreneurs and engineers with deep expertise in AI and fintech. The founding team brings together AI scientists, fintech veterans, and technologists with backgrounds at globally respected organizations including McKinsey & Company, Google, Bank of America Merrill Lynch, Citi, and Deloitte, and training from leading institutions such as Harvard University, MIT, Cornell University, New York University, the CFA Institute, Indiana University Bloomington, and Worcester Polytechnic Institute.

Getting started with Alpheva is fast and effortless; the entire setup takes about 3 minutes.

• Create your Alpheva account

• Set up your financial profile or securely connect relevant data

• Start exploring insights, tools, and AI-powered guidance right away

No advanced financial knowledge is required. Alpheva is designed to be intuitive and easy to use from the very first moment.

Yes. While Alpheva is primarily designed as the Financial Operating System for $200K+ households, the same platform supports business owners whose personal and business finances are deeply intertwined. Founders, freelancers, and small business owners can leverage Alpheva for financial analysis, planning, cash flow awareness, and decision support, helping you see the bigger financial picture across both sides of your life.

Alpheva is currently accessible on iOS, while Android and Web access are being rolled out shortly. This ensures you will soon be able to access your financial insights anytime and anywhere, from the device that works best for you.

Alpheva is currently available in the United States and Canada, with a phased rollout to other markets coming soon.

You can join the Alpheva community by creating an account and subscribing to updates through our platform. Members get access to product updates, educational content, and opportunities to engage with other users who are building smarter financial habits with Alpheva AI.