FP Alpha Employee Directory
Financial ServicesNew York, United States11-50 Employees
FP Alpha is a New York-based financial services company that provides an AI-powered wealth management platform for financial advisors. The tool is designed to support a personalized, comprehensive planning experience by weaving tax, estate, and insurance considerations into advisory workflows. The offering targets advisory firms seeking to deliver more tailored and efficient planning for their clients. During 2025, FP Alpha expanded its product set with NextGen Tax Insights and Estate Insights 2.0, along with enterprise features intended to improve firm-wide control and efficiency. In October 2025 the company announced a direct integration with eMoney Advisor, broadening its planning capabilities within the advisor ecosystem.