How Alpheva AI Works
Four steps from messy finances to measurable wins. AI does the heavy lifting. Human advisors guide every decision. You execute with confidence.
OnboardingConnect & Upload
Under 2 minutes. Bank-grade encryption.
Securely link your bank, brokerage, retirement, and credit accounts. Upload your tax returns, insurance policies, mortgage docs, and estate paperwork. Alpheva AI builds a complete picture of your financial life — automatically.
OptimizationHuman + AI in Sync
AI analyzes 24/7. Experts review every move.
Our AI scans every dollar across taxes, investments, debt, and insurance — flagging missed deductions, fee leaks, suboptimal allocations, and coverage gaps. Then human experts review the findings, adding context AI alone can't see.
RecommendationLive Advisor Call
Every opportunity. Surfaced & explained.
Hop on a video call with your dedicated advisor. They walk you through every finding — what to do, why it matters, and what it's worth. No jargon. No upsells. Just clarity, and a personalized action plan you can approve in one click.
ExecutionDone Together
We don't just plan. We execute.
Your advisor and Alpheva AI execute the plan with you — filing tax amendments, rebalancing portfolios, switching insurance carriers, refinancing debt. Every win is tracked in real-time so you see exactly how much you've captured.
Why this actually works
Most "AI advisors" stop at recommendations. Most human advisors can't scale. Alpheva AI is the first platform that delivers both.
AI that never sleeps
Continuous monitoring across every account, document, and market shift — not a one-time review.
Real human advisors
CFP-certified experts review every recommendation and walk you through the plan personally.
Execution included
We don't hand you homework. We do the filings, switches, and rebalances with you.
Ready to find what you're leaving behind?
Alpheva AI users capture over $23,000 per year. See what's hiding in your finances — in under 2 minutes.
