Where AI meets financial planning. Enabling advisors to transform client data into comprehensive financial plans.
Employees: 11-50
Founded date: 2018
Mentions in press and media 5
| Date | Title | Description |
| 05.09.2024 | Financial Planning announces the nine winners of its inaugural Innovation Awards | Financial Planning Innovation Awards 2024 Honorees of the recognition program will be celebrated in Las Vegas at Financial Planning's new ADVISE AI conference, where one tech firm winner and one wealth management firm winner will be reveale... |
| 06.08.2024 | EVO Wealth Consulting Launches Wealth Technology Solution Guide with 22 Industry Leaders | EVO Has Partnered with 22 Leading Wealth Technology Solutions Across the Technology Stack Technology Enhanced Infrastructure and Client Experience EVO Wealth Consulting helps growth-focused wealth managers navigate the expanding landscape o... |
| 27.06.2023 | Wealth Management Technology Firms Announce AI & Automation Summit for Financial Advisors | An AI-focused virtual summit for growth-minded financial advisors and wealth managers AI and automation are changing the landscape of financial advising, and we're excited to showcase the latest innovations in this field” — Anand Sheth, CEO... |
| 16.11.2022 | FP Alpha, The AI-driven Advanced Planning Software, Releases 2nd Generation Tax Projection Tool, The Tax Projector | FP Alpha, an AI-driven advanced planning platform for financial advisors, announced the next iteration of its tax projection tool, bolstering its functionality, adding state and federal analysis along with a multi-year, unlimited scenario o... |
| 11.11.2021 | FP Alpha launches Planning-Led Prospect Engagement Tool for Advisors, The Prospect Accelerator | FP Alpha, an AI-driven, holistic financial planning solution for financial advisors, announced the launch of their new tool, The Prospect Accelerator. In a post-COVID world, Financial Advisors are seeking additional ways to engage with pros... |