
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 is the Founder and CEO of FP Alpha and the President of Altfest Personal Wealth Management, a $1.6bn RIA based in New York. The son of financial advisors, Lew and Karen Altfest, Andrew has been recognized with multiple awards for his advisory work. He enjoys restaurants, cultural studies, running, and traveling.

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.
Rachel Schwab
Product Manager
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 advisors time.
Ian Finnerty
Director, Advisor Sales, RIA
As Director of Advisor Sales for the RIA channel, 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.
Dillon Gilpatrick
Director, 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.
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.
Oliver Cox
Marketing Manager
Oliver comes to FP Alpha after a 10-year stint at Thunderfoot, a full-service marketing agency with clients from the United Nations to Airbnb. He graduated from the University of Liverpool in 2015 with a BE in English, with First Class Honors. Oliver enjoys reading (particularly non-fiction science and novels), writing (essays, novels and poetry) and making and listening to music (classical, jazz and rock).
In The News


FP Alpha, the AI-driven Advanced Planning Software, Releases Second Generation Tax Projection Tool
T3 Technology Tools for Today - November 2022

FP Alpha Wins at Luminaries!
ThinkAdvisor - November 2022

Wealthies Circle Podcast: AI Use Cases in Wealth Management
WealthManagement.com - November 2022

5 Steps to Ensure Your Tech Stack Effectively Serves Today’s Clients
Advisorpedia - October 2022

AI isn’t about man vs. machine. It’s about ready or not.
Financial Planning - September 2022

AI wealth-tech firm, FP Alpha, announces largest integration to date, with automated engagement and onboarding platform, PreciseFP
Advisorpedia - September 2022

FP Alpha: Helping Advisors Harness the Power of AI
Advisorpedia - August 2022

AI: Advantageous for Advisors Looking to Automate Estate Planning
Advisorpedia - August 2022

RIA Altfest Balances Advisor and Tech Entrepreneur Roles
Advisorhub - June 2022

Day 2 From T3 Many Paths to Digitizing the Financial Advisor Experience
Wealth Solutions Report - (May 2022)

7 Fintech Announcements from the 2022 T3 Conference You May Have Missed
FinancialPlanning - (May 2022)

AI Wealth Tech Firm FP Alpha Launches First of Its Kind Estate Planning Tool and Deliverable, the Estate Snapshot
PR Newswire - (May 2022)

FP Alpha Launches AI Driven Estate Planning Tool
FA Mag - (May 2022)

A New Advisor Tech Trend: Tools Specifically for Turning Hard-Earned Prospects Into Clients
RIA Intel - (February 2022)

You Can Offer Advanced Planning To Every Client With The Right Tech
FA Magazine - (February 2022)

Envestnet | MoneyGuide, FP Alpha Integration Empowers Advisors to Offer More Personalized Advice
Yahoo! Finance - (January 2022)

Envestnet | MoneyGuide, FP Alpha Announce Integration | t3 Technology Hub
t3technologyhub.com - (January 2022)

The future of financial planning software
Citywire - (January 2022)

Four Financial Advisor Trends Reshaping #AdvisorTech
Kitces.com - (January 2022)

The Latest In Financial #AdvisorTech (January 2022)
Kitces.com - (January 2022)

How Proving Your Planning Value Upfront Boosts Prospect Conversion Rates
AdvisorPerspectives - (January 2022)

Some Advisors Breathe Sigh Of Relief As Build Back Better Fails
FA Mag - (December 2021)

FP Alpha launches a new prospecting tool to help advisors find new planning opportunities more quickly
Kitces - (December 2021)

Building A Tech Stack That Empowers Opportunities To Scale And Grow
FA Mag - (December 2021)

Advisor Tech Talk
Digital Wealth News - (November 2021)

FP Alpha launches planning-led prospecting tool
Investment News - (November 2021)

FP Alpha launches Planning-Led Prospect Engagement tool for advisors, The Prospect Accelerator
AI Thority - (November 2021)

FP Alpha launches Planning-Led Prospect Engagement tool for advisors, The Prospect Accelerator
Investment News - (November 2021)

Riskalyze | Press Release: FP Alpha Integration Improves Financial Advice Quality Through AI
Riskalyze - (November 2021)

How to Prove the ROI of Holistic Financial Planning
Advisor Perspectives - (November 2021)

AI-Driven Retirement Planning Gets Boost with Riskalyze-FP Alpha Integration
401k Specialist - (November 2021)

Fintech Firm FP Alpha Brings AI to Estate Planning
Barron's - (June 2021)

How Bernie Sanders’ 99.5% Act Could Affect Estate Planning and Life Insurance
Wealth Management - (June 2021)

FP Alpha with Andrew Altfest | E172
Jason Pereira Ca - (May 2021)

How Firms Can Evolve for the Future Before It Arrives
Advisor Perspectives - (May 2021)

FP Alpha Celebrates “Tax Day” With Release of Roth Conversion Simulator
Technology Tools for Today - (April 2021)

Advisors Discover Exciting New Technologies, Financial Planning Tools In A Turbulent Year
Investor's Business Daily - (April 2021)

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.

RIA-Founded Fintech Introduces Next-Generation Tax Planning Tool
Financial Advisor - (March 2021)

Small business tax deductions you need to know
Investment News - (February 2021)

What advisers need to know about the new employee retention credit
Investment News - (February 2021)

How technology can help advisers talk to clients about PPP loans
Investment News - (February 2021)

Roth Conversions Remain Timely Ahead Of Likely Tax Increases
FA Mag - (February 2021)

Fintech Luminaries – Meet Andrew Altfest of FP Alpha
Digital Wealth News - (February 2021)

Next-Gen Redefines Retirement
FA Mag - (January 2021)

2020 Year In Review with Jason Pereira
Fintech Impact - (December 2020)

Biden’s ‘Magic Number’ For Tax Increases Should Drive Strategy Now
FA Mag - (December 2020)

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.

Which clients could benefit from a Roth conversion?
Video - Investment News - (December 2020)

The magic number in Biden’s tax proposal
Video - Investment News - (November 2020)

Leveraging Tech Tools to Grow and Scale Your Practice
Advisor Perspectives - (November 2020)

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.

When the Going Gets Tough the Tough Get Going
InvestmentNews - (October 2020)

Top RIA Trends in 2021: Joel Bruckenstein
ThinkAdvisor - (October 2020)

New Wealthtech Frees Up Advisors To Serve Clients In Smarter Ways
FA Mag - (September 2020)

Advisors Who Embrace Technology May Have The Best Pandemic Growth Prognosis
FA Mag - (September 2020)

Financial Advisors Should use Tech and Fintech Tools to Boost Their Practice
Press Release - (August 2020)

FP Alpha and Redtail Technology Announce New Integration
Article - (July 2020)

How to use artificial intelligence to make advice businesses better Investment News - (July 2020)

Alpha AI
Article - (May 2020)

Communicating during quarantine
Investment News - (April 2020)
