Fp Alpha
Financial Software · New York, United States · 11-50 Employees
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Overview
Headquarters
445 Park Ave Fl 6, New York City, New Yo...Phone Number
(212) 796-8790Website
www.fpalpha.comRevenue
<$5 MillionIndustry
ZI Rank: 1
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ZI Rank
2
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About Fp Alpha
FP Alpha offers an AI-driven platform designed to enhance financial planning by summarizing clients' financial documents and providing actionable insights. Their technology assists advisors in estate, tax, and insurance planning, enabling them to deliver comprehensive financial advice efficiently. Targeting financial advisors, FP Alpha aims to improve client relationships and increase revenue by offering specialized planning services at scale. The platform integrates seamlessly with existing planning processes, ensuring that advisors can provide top-notch service while justifying their fees.Explore more
Fp Alpha Org Chart
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Fp Alpha Tech Stack
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Fp Alpha News & Media
FP Alpha Announces Key Integration with eMoney; Streamlining Estate and Tax Planning for Financial Advisors
New seamless integration enables automatic client data sync, eliminating manual entry and accelerating advanced planning workflows NEW YORK, Nov. 18, 2025 /PRNewswire/ -- FP Alpha, the AI-driven tax, estate and insurance planning tool for financial advisors, today announced the successful...FP Alpha announces First-of-Its-Kind NextGen Tax Insights now available, assisting financial advisors in their tax planning advice to clients
New AI-driven feature empowers financial advisors with tailored tax savings opportunities, enhancing client engagement and prospecting at a pivotal moment for the profession. NEW YORK, Oct. 21, 2025 /PRNewswire/ -- FP Alpha, the AI-powered tax, estate, and insurance planning platform for...FP Alpha Announces Major Enhancements to Tax Offering, Empowering Advisors Ahead of OBBBA Changes
NEW YORK, Sept. 5, 2025 /PRNewswire/ -- FP Alpha, the leading AI-powered advanced planning platform for financial advisors, today announced significant enhancements to its Tax Offering, designed to help advisors navigate the sweeping tax law changes introduced by the One Big Beautiful...FP Alpha Unveils Estate Insights 2.0; Helping Financial Advisors Deliver Deeper, More Actionable Planning
NEW YORK, June 3, 2025 /PRNewswire/ -- FP Alpha, the premier AI-driven wealthtech platform for financial advisors, today announced the release of its enhanced Estate Insights 2.0, a groundbreaking advancement in estate planning technology designed to empower financial advisors with...
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FP Alpha offers an AI-driven platform designed to enhance financial planning by summarizing clients' financial documents and providing actionable insights. Their technology assists advisors in estate, tax, and insurance planning, enabling them to deliver comprehensive financial advice efficiently. Targeting financial advisors, FP Alpha aims to impr... Read More
