FP Alpha

FP Alpha is an advanced-planning AI for financial advisors that reads clients' tax returns, wills, trusts, estate documents, and insurance policies via document AI, auto-extracts hundreds of data points, and generates tax, estate, and insurance planning recommendations. Founded in 2019 and headquartered in New York, FP Alpha fills the advanced-planning gap that meeting notetakers do not — turning dense client paperwork into structured, actionable planning opportunities across domains most advisors cannot cover deeply.