FP Alpha
FP Alpha helps financial professionals deliver holistic planning advice using AI and subject matter experts.
What FP Alpha is
FP Alpha helps financial professionals deliver holistic planning advice using AI and subject matter experts. Users upload client tax returns, estate plans, and insurance policies to receive summaries and guided insights within minutes. Tax tools include Tax Snapshot, Tax Projector, and a Roth Conversion Simulator for reviewing strategies and scenarios. Estate Snapshot summarizes estate documents and visualizes how assets are set to pass, while Estate Planning Lab models strategies and tax effects. The Insurance Module reviews personal policies and identifies opportunities to reduce risk and cost, including possible home, umbrella, and auto coverage gaps. FP Alpha also provides customized, white-labeled client recommendation reports.
The All-In-One Planning Solution costs $1,995 per year and includes 55 Snapshots: 35 Tax, 10 Estate, and 10 Insurance, with unlimited logins. Larger bundles are available; other listed plans require contacting sales for pricing. The web and API service names integration partners including eMoney, Envestnet | MoneyGuidePro, Orion, PreciseFP, Redtail, Salesforce, Wealthbox, and Nitrogen. It offers an open API for custom integrations, SOC 2 Type 2 certification, and two-factor authentication across packages.
Good
- Analyzes tax returns, estate plans, and insurance policies.
- Includes tax, estate, and insurance planning tools.
- Creates customized, white-labeled recommendation reports.
- All packages include two-factor authentication.
- All-In-One plan includes unlimited logins.
Watch out
- No free plan is offered.
- The All-In-One plan costs $1,995 per year.
- Other listed plans require contacting sales for pricing.
Who it suits
FP Alpha is aimed at financial professionals, including sole practitioners, advisory teams, wealth management firms, CPA firms, and estate attorneys. It suits those who want to analyze client tax, estate, and insurance documents and produce recommendation reports.
Verdict
FP Alpha brings tax, estate, and insurance document analysis together with planning tools and client reports. The $1,995 per year All-In-One plan includes 55 Snapshots; other plan pricing requires an inquiry.
Plans and prices
From FP Alpha's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| All-In-One Planning Solution | $1,995 a year | 55 Snapshots: 35 Tax · 10 Estate · 10 Insurance; larger bundles available; unlimited logins · $1,995/YEAR; prices are listed annually |
| Enterprise | Priced on request | Unlimited user logins · Custom pricing based on usage needs |
| Estate Planning | — | 10 Snapshots; all household documents covered by one Snapshot · Prices are listed annually; contact sales for pricing |
| Insurance Planning | — | 30 Snapshots; home, umbrella, and auto documents covered by Snapshots · Prices are listed annually; contact sales for pricing |
| Tax Planning | — | 75 Snapshots; one tax document per Snapshot · Prices are listed annually; contact sales for pricing |
The facts
Each one read from FP Alpha's own pages, with the date it was checked.
What it does
- Authentication
- All packages include two factor authentication.checked 7 Oct 2026
- Credits
- Annual credits expire and reload annually; tax document review uses one credit, while one estate household review with multiple documents uses one credit, and purchased credit packs never expire.checked 7 Oct 2026
- Custom integrations
- The pricing FAQ says FP Alpha offers an open API for custom integrations.checked 7 Oct 2026
- Deliverables
- FP Alpha offers white-labeled, customized, actionable client recommendation reports.checked 7 Oct 2026
- Document analysis
- Users upload client tax returns, estate plans, and insurance policies to receive summaries and guided insights within minutes.checked 7 Oct 2026
- Insurance analysis
- The Insurance Module reads personal insurance policies and identifies opportunities to reduce risk and cost, including potential home, umbrella, and auto coverage gaps.checked 7 Oct 2026
- Integrations
- Named integration partners include eMoney, Envestnet | MoneyGuidePro, Orion, PreciseFP, Redtail, Salesforce, Wealthbox, and Nitrogen.checked 7 Oct 2026
- Intended users
- FP Alpha offers annual licenses for sole practitioners, advisory teams, enterprise wealth management firms, CPA firms, and estate attorneys.checked 7 Oct 2026
- Purpose
- FP Alpha uses AI and subject matter experts to help financial professionals deliver holistic planning advice.checked 7 Oct 2026
- Security
- FP Alpha says it is SOC 2 Type 2 certified and has technical and organizational security measures to protect personal information.checked 7 Oct 2026
- Support
- All packages include unlimited 1:1 customer support and onboarding and implementation support.checked 7 Oct 2026
- Tax tools
- Tax features include Tax Snapshot, Tax Projector, and a Roth Conversion Simulator for comparing tax strategies and scenarios.checked 7 Oct 2026
The company
- Company
- FP Alpha Inc lists its address as 445 Park Avenue, 6th Floor, New York, NY 10022; its story says Andrew Altfest and Luis Quiroz created the company.checked 7 Oct 2026
- Headquarters
- 445 Park Avenue, 6th Floor, New York, NY 10022checked 28 Sep 2026
Money
- Estate planning
- The Estate Snapshot summarizes estate documents and visualizes how assets are set to pass, while the Estate Planning Lab models estate strategies and tax effects.checked 7 Oct 2026
Alternatives to FP Alpha
- 1
Instead
Free planWeb7.4$30 one-time - 2
TaxCalc
LinuxmacOSWindows7.0 - 3
Taxottic
Free planAndroidiOSWeb6.7From $49 a year - 4
TaxMoov
Free planWeb6.6$29 one-time - 5
Catalyst Tax Insights
Free planWeb6.5From $49 a year - 6
Bloomberg Tax
WebAPIWindows6.3