The first AI-driven wealth management tool that enables financial advisors to deliver the personalized, comprehensive planning experience today’s clients are looking for.
| Website | http://www.fpalpha.com |
| Employees | 33 (25 on RocketReach) |
| Founded | 2018 |
| Technologies | |
| Industry | Financial Services |
| Keywords | Personalized Financial Planning, Comprehensive Financial Planning, Financial Planning Software, Wealthtech Solutions, Robo Advisor Technology, Advisor Technology Platform, Financial Planning Automation, Automated Financial Planning, Investment Management Software |
| Competitors | eMoney Advisor, SmartAsset, RightCapital, Addepar, Vestwell, Breeze, Advizr, PreciseFP, retirementanalyzer.com, Christopher Wm Mahler CPA PC +28 more (view full list) |
Looking for a particular FP Alpha employee's phone or email?
FP Alpha Questions
Andrew Altfest is the Founder and CEO of FP Alpha.
25 people are employed at FP Alpha.
Top FP Alpha Employees
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Andrew Altfest
Founder and CEO at FP Alpha
New York, NY, US45+ -
John Valentini
Chief Operating Officer at FP Alpha
New York, NY, US25+ -
Charles Clark
Chief Revenue Officer (CRO) at FP Alpha
Fort Myers, FL, US35 -
Luis Quiroz
Co-founder and CTO at FP Alpha
Mexico City, Mexico2 -
Rachel Schwab
Director of Product at FP Alpha
Raleigh, NC, US11 -
Max Golden
Sales Director at FP Alpha
Jenkintown, PA, US21 -
Jordan Aif
Sales Associate at FP Alpha
Tampa, FL, US23 -
Santiago Vázquez López
Lead Front End Developer at FP Alpha
Mexico City, CDMX, MX1
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