FP Alpha: Detailed Company Information & Corporate Profile
Contact top employees from
FP Alpha
Summary
The business currently specializes in Financial Services area. The company has 10-50 employees. Register with SignalHire to connect with FP Alpha employees and management.
| FP Alpha Website | fpalpha.com |
| Social Links |   |
| Phone Number | 212-796-8790 |
| Industries | |
| FP Alpha Headquarters Address | New York, US |
| Company Size | 10-50 employees |
| Specialities & Services | Comprehensive Financial Planning, Tax Planning, Estate Planning, Insurance & Risk Management Planning, AI-Assisted Financial Planning, Scalable Financial Planning |
| Founded | 2018 |
| Estimated Annual Revenue | $10M - 50M |
| Updated: | 2026-10-20 |
FP Alpha Org Chart
Chief Executive Officer
C-Level
O S
Oscar Salazar
Chief Revenue Officer
John Valentini
Chief Operating Officer
D P
Duncan Perry
Chief Financial Officer
Competitors
Name | Founded | Type | Employees |
|---|---|---|---|
| 2014 | Privately Held | 10-50 | |
| 2021 | - | 10-50 | |
| - | Privately Held | 10-50 | |
| 2005 | - | 10-50 |
Workforce Turnover
Number of employees switched from or switched to
Total employee turnover
Departmental sample breakdown
Turnover activity captured in SignalHire's departmental sample ( employees):
Length of Employment
FP Alpha's workforce includes employees across a wide range of tenure levels.
20% have been with the company for 1 to 2 years40% have been with the company for 3 to 4 years20% have been with the company for 5 to 7 years20% have been with the company for 8 to 10 yearsContact top employees from
FP Alpha
Joshua SchultzHead of Customer Success & Director of Strategic Partnerships
Andrew AltfestFounder and CEO
Rachel SchwabDirector of Product
Oscar SalazarChief Revenue Officer
ElizabethEstate Consultant
Max GoldenSales Director
John ValentiniChief Operating Officer
Jordan Merchbaker AIF®Account Executive/Product Marketing
Rodrigo ToledoLead Developer
Kevin MillerEstate Planning Consultant for AI developer
David PalafoxFull Stack Developer
Axel GonzalezDesarrollador de back-end en NODE JS
Chris PradalEstate Lawyer
Luis QuirozCo-founder & CTO
Victoria FereiraSupport Specialist
Duncan PerryChief Financial Officer
Companies Similar to FP Alpha
FP Alpha Corporate Information: FAQ
FP Alpha operates in the Finance industries. More details can be found on the official website: fpalpha.com.
FP Alpha has offices located in New York, US.
The headquarters of FP Alpha are located in New York, United States.
You can contact FP Alpha by phone at 212-796-8790.
FP Alpha currently employs 10-50 people.
Well-known competitors of FP Alpha include TankU, EncorEstate Plans, Global AI and Macrospect.
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