Chief Operating Officer at FP Alpha - N/A, N/A, N/A
Sales Executive
Contact Josh Grossberg
Founder and CEO
Contact Andrew Altfest
Director, Advisor Sales
Contact Ian Finnerty
Director of Business Development
Customer Success Manager
Contact Dillon Gilpatrick
Product Manager
Contact Jason Yoo
Contact Pete Hurley
The first AI-driven wealth management tool that enables financial advisors to deliver the personalized, comprehensive planning experience today's clients are looking for.