FP Alpha

Founded: 2018 · New York, USA · 11-50 employees · Private

About FP Alpha

FP Alpha is an AI-powered platform that assists financial advisors in delivering comprehensive and holistic planning advice. It leverages artificial intelligence and subject matter experts to transform client data into actionable insights for tax, estate, and insurance planning.

Company Details

Website: https://fpalpha.com
LinkedIn: https://www.linkedin.com/company/fp-alpha

Specializations

AI/ML
Financial Services
Wealth Management
Fintech

Products & Solutions (1)

Product	Category	Sub-Category	Description
FP Alpha	tax	Tax Research & Planning	AI-driven platform for financial advisors to surface actionable tax, estate, and insurance planning insights.