Verified fintech
FP Alpha
- Headquarters
- New York, NY
- Website
- fpalpha.com
- Category
- Wealth & investing
In their own words
FP Alpha's AI technology reads clients' financial documents, such as tax returns, wills, trusts and insurance policies, to summarise key data and identify planning opportunities. It lets financial advisors scale advanced planning across estate, tax and insurance by uploading clients' documents rather than reviewing them manually.
Verified listing — website, HQ and category checked before listing. Confirms the facts, not a rating or endorsement.