FP Alpha designed its AI to run on the training and judgment of estate planning specialists built directly into the model, flagging complex cases for specialist review.

FP Alpha gives financial advisors an advanced planning team in their pocket without the overhead of hiring one. The platform covers tax planning, insurance analysis, and estate planning in a single ecosystem built from the ground up for the advisory workflow. Where most AI tools hand back a best-guess answer, FP Alpha combines proprietary extraction technology with expert-trained AI models and built-in human review when necessary. FP Alpha's tax return extraction achieves 99.8% accuracy, far above the 60–93% range common to general-purpose LLMs. Every downstream projection flows from the data extracted at the foundation: Roth conversion modeling, Social Security timing, IRMAA calculations, capital gain classifications. When that foundation is wrong, so is everything built on top of it. FP Alpha gets it right. Over 70 attorneys, CPAs, and CFPs have trained the platform's AI across key planning disciplines. When the system detects a complex or ambiguous case, it automatically routes it to a human specialist with no advisor action required, no additional charge, and typically returned within minutes. FP Alpha is SOC 2 certified. Founder Andrew Altfest, CFP, MBA designed the platform after experiencing firsthand how time and resource intensive it could be to offer truly holistic financial planning. He created FP Alpha to give financial advisors the scale and depth of knowledge necessary to enhance their planning practices by providing key offerings typically reserved for top-tier households, such as tax, estate and insurance, to their entire client base.

Founded 2018