Andrew Altfest of FP Alpha

Andrew Altfest

Founder and CEO

Andrew Altfest is founder and CEO of FP Alpha, an AI-driven advanced planning solution that covers more than 16 areas of financial planning.

He is also the president and principal advisor at Altfest Personal Wealth Management, a $1.6 billion RIA based in New York.

Technology

We're AI optimists when it comes to financial advice — here's why

There are gaps to be filled, granted, but tech is transforming the industry and upping the quality of financial advice and the how it's delivered, write wealthtech leaders Andrew Altfest, Philipp Hecker and Nathan Stevenson.

By Andrew Altfest

December 14

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