FP
FP Alpha
AI reads tax returns, wills and policies to surface planning insights
FP Alpha's platform ingests client tax returns, wills, trusts and insurance policies, summarises key data and flags planning opportunities across multiple areas. Advisors receive white-labelled recommendation reports intended to quantify the value of advice.
GAII take
Practitioner-founded and early to document AI in planning; faces pressure from better-funded estate and tax platforms.
Practitioner-founded and early to document AI in planning; faces pressure from better-funded estate and tax platforms.
- Website
- fpalpha.com
- Headquarters
- New York, NY, USA
- Company type
- Startup
- Status
- Active
- Founders
- Andrew Altfest, Luis Quiroz
- Buyer
- Wealth managers & RIAs
- Asset class
- Multi-asset
- Workflow
- Research & diligenceReporting & IR
- Ai capability
- Document extractionGenerative content
- Delivery
- SaaS application
GAII ID GAII-T0204 · Updated 2026-10-22 · Compiled from public sources for educational and informational purposes. Not investment advice.