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.

Founded in

United States