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Startup Name: Fulfilled
Tagline: Unbiased financial advice tailored to your goals; don’t transfer a dollar.
Elevator Pitch: Fulfilled is a wealth management platform built to solve the financial advice gap for the 42 million U.S. investors with assets below traditional advisor minimums. This massive, underserved market is stuck between generic robo-advisors and inaccessible private wealth management, a problem that contributes to a $243 billion annual cost from financial illiteracy. We solve this with an agentic AI platform that delivers truly tailored, institutional-grade financial plans and investment portfolios, all through an API-driven model that requires no asset transfers, eliminating a key friction and trust barrier.
Our team’s unique insight comes from our blended experience: a decade in institutional investing and a background in scaling massive consumer-facing products like Microsoft Teams. We are currently in public beta with over 300 testing users. Our vision is to build an ecosystem that makes improving financial health positively addicting. We are gamifying the experience with features like one-click investing and a proprietary Financial Health Score, creating a powerful feedback loop that engages users and empowers them to consistently pursue their goals.
Target Market: Our target market is the 42 million young, middle-income U.S. investors with assets below the minimums required by traditional financial advisors. These ambitious professionals are caught in a financial advice gap; they’ve outgrown the generic, “cookie-cutter” advice of robo-advisors but are locked out of the high-quality, personalized guidance they need to feel confident. They are savvy and successful in their careers but are often left feeling overwhelmed and uncertain about their financial strategy.
How will you make money?: Fulfilled will make money through a tiered subscription model that scales with its services. The company will initially charge a flat $10/month for its core offering of bespoke financial plans and investments. As the platform evolves to include on-platform trading and social finance features, the pricing will shift to an assets under management (AUM) model of 0.4-1%. In the future, with the integration of lending services, Fulfilled plans to generate revenue through a 1.5% spread.
How much capital have you raised?: 100-250k
Founder(s) Name: Matt Glossop
Website: https://www.fulfilledwealth.co/
Twitter: @mattglossop91
City/Country: New York/US
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