What is Fulfilled?
Get expert financial guidance without moving your money. Fulfilled delivers step-by-step plans and automated investment advice custom to your goals. Securely connect your current accounts and easily track your entire financial life in one place.
Problem
Users manually manage investments across multiple accounts with inefficient tracking and lack of personalized, institutional-quality advice, leading to fragmented financial planning.
Solution
A financial dashboard tool that lets users securely connect existing accounts, receive automated, goal-customized investment advice, and track their entire financial portfolio in one place. Example: Generate tax-optimized retirement plans.
Customers
Mid-career professionals, freelancers, and small business owners seeking expert financial guidance without transferring assets.
Unique Features
Combines automated advice with existing account integration (no fund movement required) and institutional-grade strategies (e.g., tax-loss harvesting) accessible to retail users.
User Comments
Simplifies investment tracking
Provides actionable financial plans
Secure account linking
No need for human advisors
Transparent fee structure
Traction
Launched on ProductHunt (exact metrics unspecified; typical early-stage traction: ~500+ upvotes, 5k+ registered users, founder socials unrevealed).
Market Size
Global robo-advisory market managed $1.4 trillion in assets by 2022 (Statista).
