Director of Business Development at FP Alpha - N/A, N/A, N/A
Customer Success Manager
Contact Dillon Gilpatrick
Product Manager
Contact Jason Yoo
Director, Advisor Sales
Contact Pete Hurley
AI Developer
Contact Ana Jimenez
Director de Desarrollo Financiero
Contact Luis Arizmendi
Co-founder & CTO
Contact Luis Quiroz
Back-end Lead Developer
Contact Martin Padilla
The first AI-driven wealth management tool that enables financial advisors to deliver the personalized, comprehensive planning experience today's clients are looking for.