FP Alpha Awards

The FP Alpha Story

As the President of Altfest Personal Wealth Management, a $1.6bn RIA, I experienced firsthand how time-consuming it can be for financial advisors to offer truly holistic financial planning. In addition to the depth of experience necessary to advise on all the situations experienced by high-net worth clients, advisors also have to spend the time to craft their recommendations into an easily digestible format to review with their clients.

Along with my partner, Luis Quiroz, we created FP Alpha to give financial advisors the scale and depth of knowledge necessary to enhance their planning practices by providing key offering such as tax, estate and insurance to their entire client base, usually just reserved for your top tier clients. 

Using artificial intelligence, FP Alpha reads important financial documents to surface recommendations from real experts. In minutes, you can scale up your financial advice and be confident that the planning insights you deliver back to clients were composed by humans, not computers. 

The end result is the perfect combination of advisor intelligence and artificial intelligence.

2022 Winner of The WealthManagement.com Award: Innovative Technology/New Applications

2022 Think Advisor Luminary Award Winner for FinTech Executive Leadership

Our Team

Andrew Altfest, CFP, MBA

Founder and CEO

Andrew is the Founder and CEO of FP Alpha and the President of Altfest Personal Wealth Management, a $1.6bn RIA based in New York. Andrew chairs the New York City chapter of NAPFA and sits on the board of the Lower East Side Jewish Conservancy. Andrew was named a Forbes Best-In-State Wealth Advisor in New York in 2018, 2019, 2020, 2021 and 2023, and a Top Advisor to Watch by AdvisorHub in 2023.

Luis Quiroz

Co-founder and CTO

As a co-founder of FP Alpha, along with Andrew Altfest, Luis is responsible for all technology initiatives, including information technology systems, security, and new developments. Prior to FP Alpha, Luis led AI development at the Mexican Stock Exchange and worked at Tempest Capital, a Private Equity firm in Mexico City.

John Valentini

COO

With over 16 years of experience in the wealth management industry, John has a proven track record of executing strategic plans, managing technology, and building and managing successful teams. John is the COO of FP Alpha and the COO & CCO of Altfest Personal Wealth Management, a $1.6bn RIA based in New York. John is responsible for FP Alpha’s strategic plan execution, Operations, Finance, Legal, HR, and Customer Success.

Charles Clark

Chief Revenue Officer

With over 20 years of experience in the fintech industry, Charles has a proven track record of building and leading successful fintech sales teams. He kickstarted his career at eMoney Advisor, where he played integral roles as SVP of Sales and Business Development from the company’s early days until its acquisition by Fidelity Investments. Charlie is responsible for our sales management and revenue strategy.

Rachel Schwab

Director of Product

Rachel is responsible for all things product at FP Alpha. She manages the roadmap and prioritizes new enhancements based on the evolving needs of financial advisors. She is focused on exceeding user expectations by delivering innovative features that drive value and save advisor’s time.

Brad Frey

Head of Broker-Dealer Enterprise Sales and Director of South Region

Brad, an experienced Financial Services professional with nearly 2 decades of expertise, is the Head of Enterprise Sales at FP Alpha. Thriving during the Covid era, Brad excelled at up-and-coming FinTech companies, gaining invaluable insights and institutional knowledge. At eMoney, he excelled in building relationships and supporting company growth, consistently ranking as a top Business Development representative.

Ian Finnerty

Director, Advisor Sales, North Territory

As Director of Advisor Sales for the northern territory, Ian works with prospective financial advisors demonstrating how to use the FP Alpha platform to offer comprehensive financial planning in a scalable manner. Prior to FP Alpha, Ian was with Hartford Funds as an Investment Specialist, focused on working with financial advisors to find investment solutions to help accomplish client goals.

Peter Calleri

Sales Associate

Peter is a recent graduate of The Ohio State University Fisher School of Business. While at OSU, Peter double majored in Finance and Real Estate, with a minor in Italian. Prior to joining the FP Alpha team, Peter spent a year as an intern with Corient, an RIA based out of Ohio. Outside of work, Peter enjoys traveling around the country and internationally as well as finding new places to see in Columbus, Ohio.

Dillon Gilpatrick

Head of Customer Success

Since graduating from Edgewood College in Madison, WI, Dillon has worked in the SaaS industry focused on Financial Planning solutions. He is currently the Head of Customer Success with FP Alpha where he is the main point of contact for all users. From pre-sales solutioning to initial onboarding, ongoing support to training, and everything in between.

Josh Schultz

Customer Success Manager

Josh Schultz is our Customer Success Manager extraordinaire! Josh comes to FP Alpha with over 10 years of experience, 3 of which in Customer Success. Armed with a degree from the University of South Florida, Josh is experienced in Financial Planning, Customer Support, Investment Planning, and Estate Planning. Outside of work you can find Josh chasing down Charlotte’s best restaurant or catching some live sports or music with his wife!

Rodrigo Toledo

Lead Developer

As the Lead Developer, Rodrigo serves as a liaison between the product and engineering teams. He helps to establish the technical vision and share it with the team. Rodrigo joined FP Alpha in 2018 and has been involved in the product development since the beginning. Before FP Alpha, Rodrigo built digital media platforms.

Joe Kozeniewski

Director of Marketing

Joe comes to FP Alpha with over a decade of experience in financial services and wealthtech marketing and sales. In addition to helping advisors grow their practices, he has led teams at eMoney, Orion, AdvisorEngine and other SaaS firms to kickstart lead generation, build brand awareness and increase revenue. He resides in Philadelphia.

 

Interested in joining the team?

Email us at “careers@fpalpha.com“

 

In The News

How will artificial intelligence affect financial services?

FT Advisor - February 2023

5 Steps to Ensure Your Tech Stack Effectively Serves Today’s Clients

Advisorpedia - October 2022

AI wealth-tech firm, FP Alpha, announces largest integration to date, with automated engagement and onboarding platform, PreciseFP

Advisorpedia - September 2022

PR Newswire

AI Wealth Tech Firm FP Alpha Launches First of Its Kind Estate Planning Tool and Deliverable, the Estate Snapshot

PR Newswire - (May 2022)

Financial Advisor

FP Alpha Launches AI Driven Estate Planning Tool

FA Mag - (May 2022)

RIA Intel

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RIA Intel - (February 2022)

Financial Advisor

You Can Offer Advanced Planning To Every Client With The Right Tech

FA Magazine - (February 2022)

Yahoo Finance

Envestnet | MoneyGuide, FP Alpha Integration Empowers Advisors to Offer More Personalized Advice

Yahoo! Finance - (January 2022)

Financial Advisor

Some Advisors Breathe Sigh Of Relief As Build Back Better Fails

FA Mag - (December 2021)

Kitches

FP Alpha launches a new prospecting tool to help advisors find new planning opportunities more quickly

Kitces - (December 2021)

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Building A Tech Stack That Empowers Opportunities To Scale And Grow

FA Mag - (December 2021)

AI Thority

FP Alpha launches Planning-Led Prospect Engagement tool for advisors, The Prospect Accelerator

AI Thority - (November 2021)

PR Newswire

FP Alpha launches Planning-Led Prospect Engagement tool for advisors, The Prospect Accelerator

Investment News - (November 2021)

Riskalyze

Riskalyze | Press Release: FP Alpha Integration Improves Financial Advice Quality Through AI

Riskalyze - (November 2021)

401k Specialist

AI-Driven Retirement Planning Gets Boost with Riskalyze-FP Alpha Integration

401k Specialist - (November 2021)

Investments and Wealth Institute

Good News for Advisors: The Future of Financial Planning Is Intelligent

Financial Advisor - (April 2021)

In business, it’s often said that if you don’t innovate, you’ll be left behind. Now more than ever, financial advisors are having to face that truth. It’s plain to see that our industry is changing, and a renaissance of technology is leading the shift.

Financial Advisor

Roth Conversions Remain Timely Ahead Of Likely Tax Increases

FA Mag - (February 2021)

Financial Advisor

Biden’s ‘Magic Number’ For Tax Increases Should Drive Strategy Now

FA Mag - (December 2020)

Investment News

Tax strategies for charitable giving in 2020

Video - Investment News - (December 2020)

Bill Vasil, a tax partner at CPA firm ARM, talks about tax strategies related to charitable donations this year, including a couple of changes that were part of the CARES Act.

Investment News

Why women advisers have an edge with new investors

InvestmentNews - (November 2020)

Trends and technology poised to give female advisers a competitive advantage, presented at the InvestmentNews Women Adviser Summit.

Financial Advisor

New Wealthtech Frees Up Advisors To Serve Clients In Smarter Ways

FA Mag - (September 2020)

Financial Advisor

Advisors Who Embrace Technology May Have The Best Pandemic Growth Prognosis

FA Mag - (September 2020)

Barron's

Financial Advisors Should use Tech and Fintech Tools to Boost Their Practice

Press Release - (August 2020)

FP Alpha

FP Alpha and Redtail Technology Announce New Integration

Article - (July 2020)