FP Alpha

What is FP Alpha?

FP Alpha is an advisor planning AI AI agent offering AI that reads client documents and surfaces planning opportunities across tax, estate and insurance. Founded in 2018 and based in New York, New York, USA, FP Alpha helps financial advisors and RIAs automate advisor planning AI work and get results faster.

Key capabilities of FP Alpha

• Document analysis
• Planning recommendations
• Estate and insurance review
• Client deliverables
• Client-ready reports
• CRM integration

How FP Alpha works

FP Alpha takes documents as input and produces insights and reports. It combines large language models with task-specific AI, with the vendor managing prompts, models and updates. It connects to tools such as Salesforce, Wealthbox, Redtail and Orion, so the agent works inside existing workflows.

Who uses FP Alpha?

FP Alpha is built for financial advisors and RIAs. It suits teams that want document analysis and planning recommendations without adding headcount, while keeping people in control of review and final decisions.

FP Alpha vs Holistiplan

FP Alpha is often compared with Holistiplan. FP Alpha stands out for document analysis and estate and insurance review. The right choice depends on your workflow, integrations and budget, so compare both on a real task.