FP Alpha
PrivateLast Round
Accelerator
Aug 29, 2025
Company Overview
FP Alpha is a fintech company that provides an AI-powered wealth management platform for financial advisors to assist with tax, estate, and insurance planning.
Sector
FinTech
Verticals
Wealth Management, RegTech, Legal Tech, InsurTech
Business Model
B2B
Customer Profile
Subscription SaaS, Usage-Based SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
FP Alpha Comps
Public and private peers based on sector, stage, and business model.
FP Alpha Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Accelerator | Aug 29, 2025 |
Key People
Founding team and executive leadership
FP Alpha Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| InsurTech NY | Accelerator |
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 29, 2025
Completed an Accelerator round of funding.
- Jan 14, 2025
Monthly visitors increased 79% MoM to 6.1K.
FP Alpha Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about FP Alpha's valuation, stock price, and market status.
