FP Alpha Information
Contact top employees from
FP Alpha
Summary
The first AI-driven wealth management tool that enables financial advisors to deliver the personalized, comprehensive planning experience today’s clients are looking for....Show more
Organization Website | fpalpha.com |
Social Links |   |
Phone Number | 212-796-8790 |
Industries | |
Headquarters Location | New York, US |
Employees Size | 10-50 employees |
Founded | 2018 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2014 | Privately Held | 10-50 | - | $- | |
| 2021 | - | 1-10 | - | $- | |
| - | Privately Held | 10-50 | - | $- | |
| 2005 | - | 10-50 | - | $- |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at FP Alpha shows a diverse range of experience levels:
7% have been with the company for less than 1 year13% for 1–2 years27% for 3–4 years47% for 5–7 years7% for 8–10 yearsContact top employees from
FP Alpha
Dillon Gilpatrick
Head of Customer Success
Andrew Altfest
Founder and CEO
Joshua Schultz
Director of Implementation
Rachel Schwab
Director of Product
Max Golden
Sales Director
John Valentini
Chief Operating Officer
Emily Fishbein
Events Director
Charles Clark
Chief Revenue Officer (CRO)
Jordan Merchbaker AIF®
Sales Associate
Rodrigo Toledo
Lead Developer
Andrea Calzada
UX/UI Designer
Federico Lorenzo
DevOps Engineer
Alonso Arriola Felix
AI Engineer
David Palafox
Full Stack Developer
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FAQ
FP Alpha operates in the Finance industries. More details can be found on the official website: fpalpha.com.
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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