Are you ready to take your practice to new heights? We're excited to invite you to our upcoming webinar, tailored specifically for forward-thinking financial advisors like yourself. It's a deep dive into the enhancements and upgrades we've made to our AI-powered tax, estate and insurance planning solutions — and what's headed your way soon. What’s New and What's Next: A 2024 Recap and Exclusive First Look at 2025 Thursday, December 12, 2024, at 2:00 pm ET Rachel Schwab, CFP? and Dillon Gilpatrick will take you on a transformative journey through FP Alpha's key 2024 innovations and offer a glimpse into what's on the horizon for 2025. Reserve your spot today and ensure you're ready for the exciting year ahead: https://hubs.la/Q02Y-R4P0 Andrew Altfest, CFP?Charles "Chuck" Failla, CFP?Joe Kozeniewski Brad Frey Peter Calleri Joshua Schultz Luis Quiroz Rodrigo Toledo Ian Finnerty, CFP?, CIMA?
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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Advisorpedia caught up with our CEO Andrew Altfest, CFP? at the recent Nitrogen Fearless Conference to discuss how advisors can offer estate, tax and insurance planning to all their clients, not just the wealthy--with the right tech, of course. Watch his interview with Douglas Heikkinen here: https://hubs.la/Q02ZbXrF0 Charles Clark Joe Kozeniewski Ian Finnerty, CFP?, CIMA? Brad Frey Dillon Gilpatrick Rachel Schwab, CFP?Joshua Schultz Peter Calleri Rodrigo Toledo Luis Quiroz
Andrew Altfest | Democratizing Wealth: Unlocking Opportunity for Everyone
https://www.youtube.com/
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That list is a who's who of elite tech--thanks Derek N.H. Notman, CFP?
Founder & CEO at Couplr.ai. Organic Growth Engine for Insurance & Wealth Management Companies and their Financial Advisors | REBL Dad | Speaker | Co-Host Rethink FA Podcast
Check this out, Couplr AI is on the list of Best New Technology Software for Investment Professionals! Just announced by InvestmentNews I am stoked to see Couplr AI included among so many great tech solutions for the insurance & wealth management industry. Shout outs to the top winners Sheryl O'Connor at IncomeConductor, Mike Overdorf at The Sycamore Company, and Robert Battista, CFA at Vestmark! If you're an executive at an insurance or wealth management company looking for technology to help your advisors grow, then check out this list: 3xEquity Advisor360° AllocateRite Alphathena Andes Wealth Management Asset-Map AssetMark Brooklyn Investment Group CAIPS CAIS COMPLY Couplr AI eMoney Advisor FP Alpha iCapital MyVest RegEd RightCapital RISR Testimonial iQ Vestmark Wealth.com Learn more here: https://lnkd.in/etDm8648 Who would you add to this list? #fintech #wealthmanagement #financialadvisors
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Thanks Michael Kitces—truly a “can’t miss” event
Key highlights from the Financial Planning #AdviseAI Conference 2024: -Personalized Client Experiences: Multiple vendors, including Andrew Smith Lewis of Alai Studios, discussed how AI can enhance – not replace – personalization of client experiences with tools like AI companions (e.g., Lydia) that remember both advisor personalities and client interactions. -Measuring AI ROI: Andrew Altfest, CFP?, CEO of FP Alpha, shared insights on shifting AI from back-office support to client-facing tasks, such as portfolio construction and new client onboarding, to enhance measurable outcomes. -AI For Marketing: Susan Theder, Chief Marketing and Experience Officer at FMG , shared how AI could be trained to capture an advisor’s unique voice, enabling marketing efforts that feel more authentic and personalized. -Leadership's Role In AI Success: Brooke Juniper, CEO of Sage, emphasized that firm leaders can foster successful AI adoption by promoting a culture of experimentation and learning. Craig Iskowitz covers more in the link: https://bit.ly/48tuIJG
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FP Alpha转发了
Ready to go here Charles Schwab #Impact2024. Come see myself, Ian Finnerty, CFP?, CIMA? and Charles Clark in the Tech Kiosk Alley. Let’s do this! #Fintech #Schwab #Sanfran
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We're less than a week out from one of the biggest events of the year: Charles Schwab IMPACT! Our team is headed west to take in the sights and sounds, and meet attendees at our kiosk in Tech Alley. Let us know if we'll see you there! Andrew Altfest, CFP?Charles Clark Ian Finnerty, CFP?, CIMA?Brad Frey Joe Kozeniewski Peter Calleri Luis Quiroz Rachel Schwab, CFP?Rodrigo Toledo Joshua Schultz Peter Calleri Dillon Gilpatrick T. Rowe Price BlackRock Orion Blackstone PIMCO Invesco US Franklin Templeton Morningstar Envestnet, Inc Envestnet | MoneyGuide FS Investments William Blair AdvisorEngine Addepar Practifi Nitrogen
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Today's the day FP Alpha rocks #AdviceTechLive! Join Brad Frey at 1:30 ET as he presents an exciting overview of our AI-powered solutions. He'll join with several other innovative tech tools like Snappy Kraken, Bento Engine, Tolerisk and PreciseFP for one of the biggest events of the year. Don't miss it: https://hubs.la/Q02Y4Gx60 Andrew Altfest, CFP? Ian Finnerty, CFP?, CIMA? Charles Clark Joe Kozeniewski Peter Calleri Luis Quiroz Kylie Davis, SHRM-SCP, SHRM-CP Joshua Schultz Dillon Gilpatrick Rachel Schwab, CFP? Kylie Davis, SHRM-SCP, SHRM-CP Rodrigo Toledo Asset-Map H. Adam Holt, CFP?, ChFC? Keith Meyer Alison Susko TJ Hill Shannon Granahan Mike Hemmert Don Tinneny Lex Brooks Sue Bae Kevin Swords Pulse360 Anand Sheth Craig Iskowitz Carson Group AssetMark SEI
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Come chat live with the one and only Brad Frey! #advicetechlive
Hello All, come see me at the "Booth" for Asset-Map #Advicetechlive! https://lnkd.in/g4nFynw8
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We're ready to go, Johnny Sandquist! Asset-Map H. Adam Holt, CFP?, ChFC?Alison Susko TJ Hill Craig Iskowitz
Today's the day, folks! It's #AdviceTechLIVE, hosted by Asset-Map and one of my "Top 10" events for advisors to attend this year. Are you signed up? Have it in the foreground, the background, whatever. Just get registered and spend some time with some of the great #WealthTech companies and minds in our space. And you can do it all from your favorite easy chair ?? H. Adam Holt, CFP?, ChFC? Alison Susko TJ Hill Shannon Rosic Tyrone Ross Jr. FP Alpha Holistiplan Nitrogen Pulse360 Brian Portnoy, CFA