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FP Alpha

Advanced-planning AI that reads tax, estate, and insurance documents to generate advisor recommendations.

fpalpha.com

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📋About FP Alpha

Updated July 3, 2026

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.

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FP AlphaPaidWealthTech AI

Advanced-planning AI that reads tax, estate, and insurance documents to generate advisor recommendations.

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