FP Alpha
Financial ServicesView the employees at
FP Alpha-
Andrew Altfest, CFP® President, Altfest Personal Wealth Management / Founder and CEO, FP Alpha
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New York
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Rising Star
Oliver Cox Experienced and innovative marketing and business development strategist-
Brooklyn, New York, United States
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Rising Star
Dillon Gilpatrick Head of Customer Success at FP Alpha - Saas Industry - Fintech - Financial Planning Software-
Waukesha, Wisconsin, United States
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Rising Star
Overview
The first AI-driven wealth management tool that enables financial advisors to deliver the personalized, comprehensive planning experience today’s clients are looking for.
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