Key facts
- Notable investors include InsurTech NY.
- Status: Privately Held (backing).
Leadership
- Luis QuirozCo-Founder & Chief Technology Officer
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for FP Alpha
- ·The full record, as it builds
Funding rounds
No funding rounds for FP Alpha are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About FP Alpha
Developer of a wealth management tool designed to offer comprehensive financial planning services. The company's tool leverages advisor intelligence and artificial intelligence to read clients' tax returns, wills, trusts and insurance policies, instantly summarizing key data, identifying actionable planning insights, quantifying the value of advice and driving more revenue to the advisor, enabling advisors and wealth managers to optimize their clients' financial situations and keep them informed.
- Sector
- Business Products and Services (B2B)
- HQ
- New York, NY, United States
- Employees
- 32
- Website
- fpalpha.com/
- Ownership
- Privately Held (backing)
FP Alpha doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in FP Alpha shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on FP Alpha in its N-PORT filings yet. We sweep new filings monthly.