FP ALPHA
FP Alpha is an AI-driven comprehensive financial planning software.
FP ALPHA
Industry:
Artificial Intelligence Financial Services FinTech Software
Address:
New York, New York, United States
Country:
United States
Website Url:
http://www.fpalpha.com
Total Employee:
11+
Status:
Active
Contact:
212-796-8790
Email Addresses:
[email protected]
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API Google Analytics LetsEncrypt Apple Mobile Web Clips Icon Google Tag Manager Content Delivery Network
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Current Employees Featured
Founder
Official Site Inspections
http://www.fpalpha.com Semrush global rank: 3.59 M Semrush visits lastest month: 4.02 K
- Host name: 172.178.104.217
- IP address: 172.178.104.217
- Location: Germany
- Latitude: 51.2993
- Longitude: 9.491
- Timezone: Europe/Berlin
More informations about "FP Alpha"
Reach Out to Us - FP Alpha
Schedule a Demo with FP Alpha Ready to see how you can save hours of preparation time and scale your financial planning practice? Fill out the form below to schedule an initial demo to get …See details»
FP Alpha - Crunchbase Company Profile & Funding
FP Alpha is an AI-driven comprehensive financial planning software.See details»
FP Alpha | LinkedIn
FP Alpha | 5,931 followers on LinkedIn. Where AI meets financial planning. Enabling advisors to transform client data into comprehensive financial plans. | The first AI-driven wealth …See details»
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About FP Alpha FP Alpha is a Finance related company founded in 2018 and based in New York City with 30 employees an estimated revenue of $5M, and. It has 10 competitors including …See details»
FP Alpha - PreciseFP
Founded by financial planner and industry leader, Andrew Altfest, CFP ®, FP Alpha is an AI-driven holistic comprehensive planning solution that helps advisors identify actionable recommendations to clients, in a scalable, intelligent, and …See details»
Webinars, Columns, Events and More - FP Alpha
February 22, 2022 “Financial planning” is a broad umbrella term and can be somewhat ambiguous, covering everything from saving for retirement, Social Security optimization, paying for college, buying a house and much more. And …See details»
FP Alpha Company Overview, Contact Details & Competitors
Learn more about FP Alpha's company details, contact information, competitors, and more. Find accurate contact data easily with LeadIQ. Book a demo today.See details»
FP Alpha Launches FP Alpha TAX as Standalone Product for Advisors
Jan 14, 2025 FP Alpha, the innovative AI-powered advanced planning platform, is excited to announce the launch of FP Alpha TAX, the platform's popular tax offering, that is now …See details»
FP Alpha and PreciseFP Announce Partnership to Assist …
Mar 27, 2024 For more information, please visit: https://fpalpha.com. Patent Pending. About Docupace PreciseFP was acquired by Docupace in September 2021, advancing the company’s mission to deliver an end-to-end wealthtech …See details»
Login - FP Alpha
Sign in to FP Alpha to access personalized financial planning and wealth management services.See details»
Revolutionizing Advanced Planning: How FP Alpha Automates …
Feb 14, 2025 FP Alpha is transforming financial planning with AI-driven automation and scenario modeling, making advanced planning accessible and efficient for advisors and their clients. FP …See details»
FP Alpha
FP Alpha offers an advanced planning platform using AI and expertise to assist financial professionals in delivering comprehensive, holistic advice to clients.See details»
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FP Alpha focuses on integrating artificial intelligence (AI) with financial planning, operating within the financial technology sector. Use the CB Insights Platform to explore FP Alpha's full profile.See details»
AI wealth-tech firm, FP Alpha, announces largest integration to …
NEW YORK, Sept. 13, 2022 /PRNewswire/ -- FP Alpha, an AI-driven holistic planning solution for financial professionals, announced today their integration with PreciseFP, which will allow …See details»
Planning Snapshots - FP Alpha
Simply upload clients’ financial documents and FP Alpha will generate a planning snapshot, summarizing key insights in a visual format.See details»
Revolutionizing Advanced Planning: How FP Alpha Automates …
FP Alpha is transforming financial planning with AI-driven automation and scenario modeling, making advanced planning accessible and efficient for advisors and their clients.See details»
What it's Like to Use our Tool - FP Alpha
Visualize Your Client’s Wealth Say it with a picture. Make even the most complex tax planning simple with visualized tax rates, and simplify where money goes in an estate plan with flow …See details»
Estate Snapshot - FP Alpha
A scalable way to summarize and visualize key components of a client’s estate plan, simply by uploading their legal documents.See details»
FP Alpha T3 Conference
The Power of AI + Expert Insight Our platform leverages cutting-edge artificial intelligence to analyze complex financial documents, extract key data points, and generate actionable …See details»
FP Alpha Demo Request
Grab a demo of FP Alpha Tax - an unbundled tax solution for advisors. Project, compare, and optimize tax strategies, with highly competitive pricing.See details»