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
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Sectors
Technology
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Website
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Annual Revenue
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Net Profit
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Latest Funding Round
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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.
AI tool for document analysis and planning insights generation
Tool to assess prospects with financial wellness scores
People of FP Alpha
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Funding Insights of FP Alpha
Detailed funding history for FP Alpha
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Investments & Acquisitions by FP Alpha
Investment portfolio details for FP Alpha
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Financial Statements - FP Alpha
Detailed financials for FP Alpha
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Fp Alpha Comparisons
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.
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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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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.