FP Alpha was proud to receive the WealthManagement.com #wealthies Award at the 10th annual gala last night for our innovations in estate planning. We're happy we can help advisors bring estate (and tax and insurance planning) to every client through our Estate Lab. We join an illustrious group of winners, and thank the judges, our friends and our peers! Tim Welsh, CFP Diana Britton David Armstrong Marianne Rivera Shannon Rosic Beth Rubinoff Andrew Altfest, CFP? Charles Clark John Valentini Joe Kozeniewski Brad Frey Ian Finnerty, CFP?, CIMA? Dillon Gilpatrick Kylie Davis, SHRM-SCP, SHRM-CP Peter Calleri Joshua Schultz Rachel Schwab, CFP? Luis Quiroz Rodrigo Toledo Suzanne Siracuse Joel Bruckenstein
FP Alpha
金融服务
Where AI meets financial planning. Enabling advisors to transform client data into comprehensive financial plans.
关于我们
The first AI-driven wealth management tool that enables financial advisors to deliver the personalized, comprehensive planning experience today’s clients are looking for.
- 网站
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https://www.fpalpha.com
FP Alpha的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- New York
- 类型
- 私人持股
- 创立
- 2018
地点
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主要
获取路线
US，New York
FP Alpha员工
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Charles Clark
Fintech Industry and Sales Executive Veteran | Proven Sales Executive | Sustainable Growth | Private Equity | Fintech | Entrepreneurial Companies |…
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Andrew Altfest, CFP?
President, Altfest Personal Wealth Management / Founder and CEO, FP Alpha
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Joe Kozeniewski
Demand Gen, Digital Marketing and Pipeline Growth Expert
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Brad Frey
Head of Broker Dealer Enterprise Sales & Director of South Region
动态
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Brad Frey, Ian Finnerty, CFP?, CIMA?and Charles Clark have their shades on and are ready to rock Future Proof. Stop by our booth and say hello. #futureproof
Let’s do this! First Full day at Future Proof! Come see Ian Finnerty, CFP?, CIMA? Charles Clark and myself at Booth 612. #AI #financialplanning
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FP Alpha转发了
Financial Services Industry Executive, Innovative Business/Marketing Strategist, Advocacy Catalyst, Speaker/Moderator
Future Proof here we come. Anticipating the sun as we travel across the country to hear great speakers and connect with friends and colleagues. Hope to see many of you soon! ?? Kate Healy Matt Middleton Joshua Brown Barry Ritholtz Anna Chaiken FP Alpha Susan Theder Kay Lynn Mayhue, CFP?, AEP?, RFC? Abby Domine Max Lane Ian Wenik James Burton Janet Purdy Levaux James Hopkins Kevin W. Corbett Grant Rawdin Tobias Salinger Cat Auer Eric Cott Mark Bruno
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Brad Frey is busy packing his bags and FP Alpha swag for Future Proof -- stop by booth 612 on Monday and say howdy
Well folks... it's here. Come see my team and I at Booth #612 at Future Proof. FP Alpha is coming off a busy week where we won a #Wealthie and we were recognized by Financial Planning ?for Innovation in Specialized Planning Technology! I can't wait for the many #breakthru meetings that I have. #california here we come! Ritholtz Wealth Management you have really outdone yourselves.
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More coverage from InvestmentNews on our estate planning enhancements
FP Alpha has enhanced its Estate Lab platform with new features designed to improve estate planning for financial advisors. The latest update includes a customizable Asset Projection tool, offering advisors the ability to input specific growth rates and better project asset balances over time. https://hubs.la/Q02PGPWw0
FP Alpha spruces up estate planning platform
investmentnews.com
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Forget the black cats and cracked mirrors — this Friday the 13th is your lucky day. That's because we're about to take off for sunny SoCal and the 2024 Future Proof Festival! Join Brad, Ian and Charlie for lots of swag, a special beverage hour and all things advanced planning. See you there! Matt Middleton Ritholtz Wealth Management Brad Frey Ian Finnerty, CFP?, CIMA? Charles Clark Andrew Altfest, CFP? Joe Kozeniewski Joshua Schultz Dillon Gilpatrick Luis Quiroz Rodrigo Toledo Rachel Schwab, CFP? Peter Calleri Kylie Davis, SHRM-SCP, SHRM-CP
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Appreciate the shoutout Michael Kitces!
More and more income- and estate-tax-related planning tools are rolling out capabilities to model planning comparisons based on whether TCJA sunsets or not... "FP Alpha rolls out estate planning platform upgrades"
FP Alpha rolls out estate planning platform upgrades
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With a looming election and the sunsetting of the Tax Cuts and Job Act, tax planning is on most people's minds. Luckily, we just unveiled some enhancements to our platform that will make it even easier for advisors to offer advanced tax planning tot heir entire client base. Check out all the details here, courtesy of InvestmentNews: https://hubs.la/Q02PHbD10 Andrew Altfest, CFP? John Valentini Charles Clark Joe Kozeniewski Kylie Davis, SHRM-SCP, SHRM-CP Rachel Schwab, CFP? Luis Quiroz Rodrigo Toledo Joshua Schultz Dillon Gilpatrick Peter Calleri Brad Frey Ian Finnerty, CFP?, CIMA?
FP Alpha spruces up estate planning platform
investmentnews.com
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?? BREAKING: FP Alpha Introduces Automation Enhancements and New Functionality to Estate Lab, Receives Prestigious Industry Awards Read our full press release here: https://hubs.la/Q02PBfsH0 Prnewswire Citywire WealthManagement.com Financial Planning Financial Advisor Magazine Digital Wealth News InvestmentNews Andrew Altfest, CFP?John Valentini Luis Quiroz Charles Clark Joe Kozeniewski Rachel Schwab, CFP? Rodrigo Toledo Kylie Davis, SHRM-SCP, SHRM-CPDillon Gilpatrick Joshua Schultz Peter Calleri Ian Finnerty, CFP?, CIMA?Brad Frey Suzanne Siracuse Joel Bruckenstein Michael Kitces
FP Alpha Introduces Automation Enhancements and New Functionality to Estate Lab, Receives Prestigious Industry Awards
prnewswire.com
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Have you heard about our latest Estate Planning upgrades? Pro tip: visit us while you're at Future Proof next week for your very own demo, and learn how our AI-powered estate, tax and insurance planning solutions are revolutionizing the industry. READ MORE: https://hubs.la/Q02Py4l50 Citywire Alec Rich Alex Steger Andrew Altfest, CFP? Rachel Schwab, CFP? Luis Quiroz