Andrew Altfest

June 3, 2025

FP Alpha Unveils Estate Insights 2.0; Helping Financial Advisors Deliver Deeper, More Actionable Planning

FP Alpha, a premier AI-driven wealthtech platform for financial advisors, announced the release of its enhanced Estate Insights 2.0, a groundbreaking advancement in estate planning technology designed […]
March 4, 2025

FP Alpha Announces Expansion of AI-Powered Solutions with NextGen Tax Insights and New Enterprise Features at #T32025 Conference

FP Alpha, the AI-powered tax, estate, and insurance planning platform for financial advisors, is proud to introduce NextGen Tax Insights, a first of its kind AI-driven […]
February 18, 2020

Andrew Altfest Launches New AI-Driven Advisor Technology, FP Alpha

FP Alpha, an AI-powered technology solution for financial advisors, was launched today by Andrew Altfest, President of Altfest Personal Wealth Management. FP Alpha is the first […]