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FP Alpha

Tax planning · Document parsing & data extraction · Financial planning

AI that 'reads' client financial documents (tax returns, estate documents, insurance policies), summarizes key data and flags planning opportunities. ↗ fpalpha.com

Verified Oct 26, 2026 against the vendor's own pages

Visit FP Alpha Claim listing

Pricing

All-in-one $1,995/yr. Tax from $1,125 (75 credits). Estate from $1,790 (10 credits). Insurance from $870 (30 credits).

↗ fpalpha.com/pricing

Integrations

  • Redtail
  • Wealthbox
  • Salesforce
  • eMoney

↗ fpalpha.com/pricing

Security & compliance claims

None found We found no security claims on the pages we checked.

These are the vendor's own claims, not our audit. Ask for the SOC report, data-retention terms and archiving details.

Our take

Prices some modules with credits. Estimate your volume before you buy.

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