FP Alpha
PrivateLast Round
Accelerator
Aug 29, 2025
Momentum
Top 5%
of companies Caplight tracks
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, NLP & Conversational AI, Document Management, Vertical SaaS
Business Model
B2B2C
Customer Profile
Subscription SaaS, Usage-Based SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
FP Alpha Comparables
Compare FP Alpha with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Holistiplan | 85% | |
| Vanilla | 80% | |
| RightCapital | 78% |
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 23, 2026
Grew 19% QoQ, from 32 to 38 employees.
- Jul 26, 2026
Monthly visitors increased 114% MoM.
FP Alpha Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about FP Alpha's valuation, stock price, and market status.
Is FP Alpha a public or private company?
FP Alpha is a private company.
What is the current stock price of FP Alpha?
FP Alpha is a private company with no public stock price. No recent secondary market data is available.
How much is FP Alpha worth (valuation)?
Valuation information for FP Alpha is not publicly available.
Can I buy FP Alpha stock?
FP Alpha shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was FP Alpha's last funding round?
FP Alpha's most recent funding round was Accelerator on August 29, 2025.
Who are the main investors in FP Alpha?
Key investors in FP Alpha include InsurTech NY.
Will FP Alpha IPO soon?
No public IPO plans have been announced for FP Alpha.
How can I track FP Alpha secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor FP Alpha's secondary market activity and sign up for updates.