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.

Find FP Alpha employees' phone numbers or email addresses

FP Alpha Global Highlights

Location
Employees

North America
32

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  • Mexico
    16
  • United States Of America
    14
  • Canada
    2

FP Alpha's Leadership

  • Stylized image of a person
    C. C.
    Chief Revenue Officer (cro)
    Phone icon
  • Stylized image of a person
    D. P.
    Chief Financial Officer
    Phone icon
  • Stylized image of a person
    J. V.
    Chief Operating Officer
    Phone icon
  • Stylized image of a person
    A. A.
    Founder And Ceo
    Phone icon
  • Stylized image of a person
    L. Q.
    Co-Founder & Cto
    Phone icon
  • Stylized image of a person
    R. S.
    Director Of Product
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  • Stylized image of a person
    M. G.
    Sales Director
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  • Stylized image of a person
    J. S.
    Customer Success Manager
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FP Alpha Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Information Technology
  • Arts & Design
  • Business
  • Research
  • Other
  • Consultant

Contact profiles from FP Alpha

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. A.
    Founder And Ceo
    Phone icon
    United StatesNew York
    Jun 02, 2026
  • Stylized image of a person
    C. C.
    Chief Revenue Officer (cro)
    Phone icon
    United StatesFlorida
    Mar 01, 2024
  • Stylized image of a person
    D. P.
    Chief Financial Officer
    Phone icon
    United StatesMassachusetts
    Jun 01, 2026
  • Stylized image of a person
    J. V.
    Chief Operating Officer
    Phone icon
    United StatesNew York
    Jun 02, 2026
  • Stylized image of a person
    L. Q.
    Co-Founder & Cto
    Phone icon
    MexicoMexico City
    Jan 23, 2026
  • Stylized image of a person
    R. S.
    Director Of Product
    Phone icon
    United StatesNorth Carolina
    Oct 23, 2025
  • Stylized image of a person
    M. G.
    Sales Director
    Phone icon
    United StatesPennsylvania
    Apr 15, 2026
  • Stylized image of a person
    J. S.
    Customer Success Manager
    Phone icon
    United StatesNorth Carolina
    Mar 25, 2026
  • Stylized image of a person
    K. C.
    Customer Success Manager
    Phone icon
    MexicoMexico City
    May 28, 2026
  • Stylized image of a person
    R. T.
    Lead Developer
    Phone icon
    MexicoTabasco
    Apr 16, 2026

Frequently Asked Questions

What is FP Alpha known for?

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FP Alpha was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in New York United States. Explore FP Alpha's company overview page for more information.

What is FP Alpha's most common email format?

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FP Alpha employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more FP Alpha email formats with LeadIQ.

How many employees does FP Alpha have currently?

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FP Alpha has approximately 32 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are FP Alpha's key employees and leadership?

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As of June 2026, FP Alpha's key employees include:

  • Chief Revenue Officer (cro): C. C.
  • Chief Financial Officer: D. P.
  • Chief Operating Officer: J. V.
  • Founder And Ceo: A. A.
  • Co-Founder & Cto: L. Q.

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