First time founder building AI-native wealth management that scales

Matthew Glossop  • Peerlist

Fulfilled is a wealth management platform built to solve the "financial advice gap" for the 42 million underserved U.S. investors who have outgrown generic, "cookie-cutter" robo-advisors but are locked out of private wealth management. We deliver truly tailored, institutional-grade financial plans and investment portfolios designed to give you confidence that your goals are actually on track.Aside from offering a truly tailored approach, our other key differentiator is our API-driven model that requires no asset transfers. You can securely link your existing accounts, allowing us to provide a professional-grade plan without the friction and risk of moving your money. Our advice is always unbiased, as we are a fiduciary and a SEC Registered Investment Advisor.Our Vision &amp; Roadmap: We are currently in public beta and are building an ecosystem that makes improving financial health a clear, engaging, and positively addicting experience. Our roadmap includes:<ul><li>One-Click Investing: Closing the loop between planning and action.</li><li>Agentic AI Financial Planning System: An advanced AI to power completely tailored communication and guidance.</li><li>Gamified &amp; Social Features: To make finance engaging and keep users motivated.</li></ul>