FP Alpha

Wealth Management TechAI Planning AssistantMedium PriorityNot Contacted
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Overview

AI-powered financial planning assistant providing instant answers to complex planning questions for advisors

Core Product

AI planning assistant

Strategic Fit for DCC

AI assistant could be trained on Bitcoin planning scenarios and ETF recommendations

Integration Potential

Bitcoin planning scenarios

Leverage Type:AI-driven distribution

Financial Profile

Estimated Revenue
$3M-$10M
Valuation Range
$10M-$30M
Revenue Model
SaaS subscription
Profitability
Early stage
Recurring Revenue Strength
Growing SaaS

Risk Assessment

Early stage risk

Company Information

Headquarters
United States
Founded
2020
Employees
10-30
Geographic Focus
North America
Primary Customers
Financial Advisors

Ownership & Funding

Ownership Type
Private
Last Known Funding
Seed

Leadership

CEO
Andrew Altfest
Research Date
2026-02-24