FP Alpha

New York, United States Founded: 2018 • Age: 8 yrs
AI-driven tool for analyzing client documents and generating financial planning insights.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products 2 Services tracked
Competitors 9 Brand Intelligence

About FP Alpha

FP Alpha is a company based in New York (United States) founded in 2018 by Luis Quiroz. It operates as a SaaS and B2B. FP Alpha offers products and services including FP Alpha Platform and Prospect Accelerator. FP Alpha operates in a competitive market with competitors including TORA, Aisot, Akros Technologies, LinkedTrade and Topaz Digital, among others.

  • Headquarter New York, United States
  • Founders Luis Quiroz
  • Sectors
    Technology
  • Email
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  • Phone
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  • Website
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  • Social
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Operational Areas
Technology → Artificial Intelligence & Machine Learning Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
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  • Net Profit
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  • EBITDA
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  • Latest Funding Round
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  • Investors
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  • Employee Count
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Products & Services of FP Alpha

FP Alpha offers a comprehensive portfolio of products and services, including FP Alpha Platform and Prospect Accelerator.

Product name locked
Category locked
Primary

AI tool for document analysis and planning insights generation

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Tool to assess prospects with financial wellness scores

People of FP Alpha

Headcount 10-50
Employee Profiles 8
Employee Profiles
People
Federico Lorenzo
Devops Engineer
People
Dillon Gilpatrick
Head of Customer Success
People
Luis Daniel Barbier Arizmendi
Director de Desarrollo Financiero
People
Andrew Altfest, CFP®
Founder and CEO

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Funding Insights of FP Alpha

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Detailed funding history for FP Alpha

Round names, dates, amounts, investors, and valuation history require an active premium plan.

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Verified entity values are shown only after access is granted.

Investments & Acquisitions by FP Alpha

Investments
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Investment portfolio details for FP Alpha

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  • Transaction dates
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Financial Statements - FP Alpha

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Detailed financials for FP Alpha

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Fp Alpha Comparisons

FP Alpha Primary company
Description
AI-driven tool for analyzing client documents and generating...
Location
New York, United States
Founded Year
2018
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for FP Alpha

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Competitors of FP Alpha

FP Alpha operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as TORA, Aisot, Akros Technologies, LinkedTrade and Topaz Digital, among others.

Company Name Domain Founded year HQ Location Description
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Trade life cycle solutions are provided for asset managers.
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AI-based asset management solutions for capital markets are offered.
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Diversified investment management is provided by Akros Technologies.
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Practice management software is provided for banks and asset managers.
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White-label trade management solutions are offered for asset managers.
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Detailed competitors of FP Alpha

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Latest news on Fp Alpha

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Complete news archive for FP Alpha

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Frequently Asked Questions about FP Alpha

FP Alpha was founded in 2018.

FP Alpha is headquartered in New York, United States. It is registered at New York, New York, United States.

FP Alpha is an AI-powered platform that assists financial advisors by uploading and analyzing clients tax, legal, and insurance documents. It summarizes key data, identifies actionable planning insights, and quantifies advice value across estate, tax, and insurance planning. The platform integrates with existing tools to scale services, helping advisors demonstrate value and close prospects. Based in New York, it serves advisors in the US financial industry.

FP Alpha's top competitors include Aisot, TORA and LinkedTrade.

FP Alpha offers FP Alpha Platform and Prospect Accelerator.

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