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 & 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:

• One-Click Investing: Closing the loop between planning and action.

• Agentic AI Financial Planning System: An advanced AI to power completely tailored communication and guidance.

• Gamified & Social Features: To make finance engaging and keep users motivated.