Company Information

Get to know FP Alpha

FP Alpha is a financial technology company that provides an AI-driven platform for wealth managers and financial advisors. Founded by financial advisor Andrew Altfest, the company's mission is to help advisors deliver more comprehensive, holistic financial planning that goes beyond traditional investment management. The software analyzes complex client documents, such as tax returns, wills, and insurance policies, to proactively identify and recommend actionable planning strategies in over 16 disciplines, including tax, estate, and insurance planning.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service

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FP Alpha

United States

Founded in

2018 (8 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.