About FP Alpha
FP Alpha is a Technology company based in New York (United States) founded in 2018 by Luis Quiroz. AI-driven tool for analyzing client documents and generating financial planning insights. It operates on a SaaS and B2B model. FP Alpha offers products and services including FP Alpha Platform and Prospect Accelerator. Its focus areas include FinTech, Investment Tech, Financial Planning and AI-Driven Tools. Its competitors include Mcube Investment Technologies and Babelfish Analytics.
Company details
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.
- Headquarters New York, United States
- Founders Luis Quiroz
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website fpalpha.com
- Social LinkedIn X
Products & Services of FP Alpha
FP Alpha offers a comprehensive portfolio of products and services, including FP Alpha Platform and Prospect Accelerator.
AI tool for document analysis and planning insights generation
Tool to assess prospects with financial wellness scores
People of FP Alpha
8 people are tracked at FP Alpha (4 in leadership, 4 in team).
| Name | Role | Group |
|---|---|---|
Luis Quiroz | Co-Founder, CTO | Leadership |
Dillon Gilpatrick | Head of Customer Success | Leadership |
Luis Daniel Barbier Arizmendi | Director de Desarrollo Financiero | Leadership |
Andrew Altfest, CFP® | Founder and CEO | Leadership |
Federico Lorenzo | Devops Engineer | Team |
Santiago Vázquez López | Lead Front End Developer | Team |
Rodrigo Toledo | Lead Developer | Team |
Rachel Schwab, CFP® | Product Manager | Team |
Complete people profiles for FP Alpha
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Competitors of FP Alpha
FP Alpha has 2 listed competitors in our database. They include Mcube Investment Technologies and Babelfish Analytics.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| mcubeit.com | 2002 | Plano, United States | Offers a cloud-based platform for portfolio rebalancing and capital market solutions. | |||
| babelfishanalytics.com | 2017 | Rutherford, United States | Offers multi-broker analytics tools for equity trading efficiency and cost analysis. |
Detailed competitors of FP Alpha
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Web traffic of FP Alpha
The website of FP Alpha (fpalpha.com) receives about 5K visits a month.
- Monthly visits5K
▲ 2.9% vs previous month
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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 Mcube Investment Technologies and Babelfish Analytics.
FP Alpha offers FP Alpha Platform and Prospect Accelerator.