Pick the membership that fits your financial life
Transparent flat-fee financial coordination for high-earning professionals and households
Essential
Ongoing financial optimization and guidance.
Features:
- Your partner or spouse at no additional cost
- Investment, tax, insurance, and loan advisory
- AI-powered insights and personalized recommendations
- Structured planning sessions with financial specialists
- Ongoing access to specialists when needed
- Net worth, cash flow, and investment tracking
- Financial goals, budgets, alerts, and optimization tools
Comprehensive
Deeper coordination and implementation support.
- Everything in Essential, plus:
- Tax filing and advanced tax coordination
- Estate planning, wills, trusts, and attorney coordination
- Equity compensation planning for RSUs, NSOs, etc.
- Real estate coordination for up to 5 residential properties
- Roth conversion and advanced tax optimization
- Priority access to specialists and implementation support
Financial Impact Guarantee
We believe your membership should create measurable financial value.
If Alpheva does not help uncover or implement financial opportunities worth more than your membership fee, we'll refund your membership in full.
Transparent. Accountable. Fully Aligned with your outcomes.
Compare Memberships
A side-by-side look at what's included in each membership.
Financial Optimization & Advisory
Investment advisory
Tax strategizing and optimization
Insurance advisory
Loan and refinancing advisory
Capital asset guidance
AI-powered financial recommendations
Planning & Specialist Support
Structured planning sessions
Access to financial specialists
Partner or spouse included
Financial goals and budgeting tools
Alerts and optimization tracking
Tracking & Platform Features
Net worth tracking
Cash flow tracking
Investment tracking
AI-powered insights
Advanced Coordination & Implementation
Tax filing
Advanced tax coordination
Estate planning support
Wills and trusts coordination
Attorney coordination
Equity compensation planning
Real estate coordination
Roth conversion optimization
Implementation support
$23,000+
Average annual opportunities identified
Financial Guarantee
Membership pays for itself or we refund it
Flat Fees
No AUM fees or commissions
AI + Human Experts
Powered by AI, guided by specialists
Frequently asked questions
How is Alpheva AI different from a traditional advisor?+
We pair fiduciary human experts with AI that monitors your finances every day — not just once a quarter. You get tax, investing, debt, and insurance optimization in one strategy.
What's the difference between Essential and Comprehensive?+
Essential includes AI tracking, planning, insights, and specialist advisory support. Comprehensive adds tax filing and estate planning.
Is pricing annual?+
Yes. Essential is $2,799 per year and Comprehensive is $4,999 per year.
Do you offer a money-back guarantee?+
Yes. If Alpheva does not deliver more financial benefits than what you paid after a year of use, we offer a full money-back guarantee.
Ready to uncover opportunities in your financial life?
Schedule a complimentary consultation and see how Alpheva can help optimize and coordinate your most important financial decisions.
Book Your Personal Demo