fp alpha
AI-driven platform for financial advisors to scale advanced planning services.
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detected 2026-05-24Company Timeline
What does fp alpha do?
FP Alpha is an AI-driven platform designed to empower financial advisors to expand their advanced planning services beyond traditional retirement planning. By analyzing client documents such as tax returns, wills, and insurance policies, the platform identifies actionable insights, quantifies the value of advice, and ultimately helps advisors drive revenue.
How much funding has fp alpha raised?
fp alpha has raised a total of $1M in funding. The most recent round on record is Seed.
Where is fp alpha headquartered?
fp alpha is headquartered in New York, United States.
When was fp alpha founded?
fp alpha was founded in 2019.
What industry does fp alpha operate in?
fp alpha operates in Fintech, Financial Planning Software, AI-driven Analytics, WealthTech, Advisor Tools, Business Intelligence.
How many employees does fp alpha have?
fp alpha has approximately 32 people on record.