Fintech Impact

In this episode, host Jason Pereira talks to Andrew Altfest - Founder and CEO of FP Alpha, CFP and President of Altfest Personal Wealth Management. FP Alpha is an AI-driven comprehensive wealth management solution that helps advisors identify actionable recommendations to clients in a scalable, intelligent, and cost-efficient manner.Episode Highlights:01.16: Andrew Altfest talks about his inspiration to launch FP Alpha. In 2015 one of his advisors was asked this question “How are you different than a Robo-Advisor?”02.11: FP Alpha provides a premium wealth management experience to clients; the fee justifies the value-add service that they provide. 05.01: Andrew worked closely with his CTO, who has a background in Tech Development, and they built the first beta version of FP Alpha. It was used in his wealth management firm since 2018. Finally, in 2020 it launched it at the T3 conference. 06.27: Andrew is focused on providing financial planning for the future. He is trying to evolve financial planning