Rupesh Goyal in

Rupesh Goyal

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Co-Founder at Alphanso
📍 San Francisco, California, United States

Rupesh Goyal is the Co-Founder of Alphanso, an AI-driven investment platform designed to make sophisticated financial advisory accessible. His expertise combines technology, consulting, and financial analytics, informed by an MBA from Boston College and his experience as a Portfolio Manager. He also holds a Series 65 certification.

Outside of his direct role, Rupesh is deeply engaged with the startup and technology communities. He actively participates in events like Startup Boston Week and the Plug and Play Tech Center Summit, focusing on venture capital, entrepreneurship, and the latest trends in artificial intelligence.

He is working to transform financial advisory from a luxury into a necessity for self-directed investors.

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Experience
10 Years
Current Role
Co-Founder
Job Level
Leadership
Location
San Francisco, California, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Rupesh cares about

AI in Finance
His company, Alphanso, is built on democratizing AI algorithms for retail investors. He follows the latest AI trends, noting their central role in revolutionizing industries.
Accessible Financial Advisory
His core mission is to empower self-directed investors with cost-effective, cutting-edge solutions, transforming advisory from a luxury to a necessity.
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Career

Work history

4-2022
Co-Founder
Alphanso
6-2023
Member
CFA Society Boston
1-2022 - 5-2022
Portfolio Manager
Seamans Holdings
4-2020 - 12-2021
Assistant Portfolio Manager
Seamans Holdings
5-2017 - 5-2020
Senior Research Analyst
Seamans Holdings
In the press

Media appearances

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Education
2016 - 2018
Master of Business Administration (M.B.A.)
Boston College Carroll School of Management
2008 - 2012
Bachelor of Engineering (BE)
Panjab University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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