Details

Last Funding Type

Pre-seed

Last Funding Money Raised

$35K

Industries

Artificial Intelligence,Business Development,Financial Services,FinTech,Information Technology,Sales Automation,Small and Medium Businesses,Software

Founded date

Jan 1, 2017

Number Of Employee

11 - 50

Operating Status

Active

Fortuna is an AI-powered AUM growth platform helping financial services firms scale leveraging video, automation and digital transformation to get new clients and ultimately boost assets under management.

AUM Growth Platform is a brand new category, most financial advisory businesses today rely on word of mouth referrals, cold calling, or hosting expensive seminars to acquire new clients. We've figured out a way to amplify your word of mouth client acquisition attracting new + retaining existing clients - leveraging the power of digital. Our mission is to turn your current customers and connections into your biggest advocates - a true sales army.

We are extremely confident we can help you grow your financial services business. Talk to us today to give us an opportunity to show you how over 400+ advisors have used us successfully - let's brainstorm!