Technology driven by wealth management experts
Andrew Altfest, CFP®, a well-known and respected financial advisor, identified a gap, both from a technology and content standpoint, within the financial planning community. Investments are being commoditized and Robo-Advisors are in a race to the bottom on pricing. Advisors need to distinguish themselves as the backbone of wealth management, providing a path to financial success. As the son of industry trailblazers in the fee-only space, creating change and shaping the future of the financial advisor profession is in Andrew’s blood. He recognized that advisors required a differentiator from the momentum Robos were gaining and set out to develop an empowering technology solution to help advisors in this battle. Andrew, a team of expert AI engineers, and top minds within tax, estate, insurance, lending, among others created FP Alpha’s patent pending technology.
Luis Quiroz is CTO at FP Alpha. He is responsible of all aspects of the company’s information technology and systems. He also provides vision and leadership for technology initiatives. Before co-founding FP Alpha, Luis was responsible of AI development at the Mexican Stock Exchange and worked at Tempest Capital, a Private Equity firm in Mexico City.
Josh Grossberg is a Sales Executive at FP Alpha, focused on developing a robust sales strategy and marketing program for the comprehensive wealth management platform. Previously, he was a Senior Advisor Consultant at Lord Abbett, driving mutual fund and separately managed accounts sales for RIAs, wirehouses and independent broker-dealers. Josh graduated from Penn State with BS in Finance and resides in New York City.