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Fulfilled Last Updates

Edit Fulfilled

Creator Date Field Previous Value New Value
Matt Glossop 11 months ago Date Founded 2024-01-31
Matt Glossop 11 months ago URL www.fulfilledwealth.co
Matt Glossop 11 months ago Blog URL https://www.fulfilledwealth.co/blog
Matt Glossop 11 months ago Twitter FulfilledYou
Matt Glossop 11 months ago LinkedIn fulfilledwealth
Matt Glossop 11 months ago Description Wondering if your goals are on track? Fulfilled turns them into a step by step plan and keeps you on course. In minutes, link your accounts, see a personalized roadmap, and get an investment mix built from the same research top institutions use. We watch both markets and your timeline and update the plan so each goal stays in sight. You keep full control of your money. No transfers, no in-house products, and no hidden bias—just clear guidance that shows exactly what to buy and why. Join the waitlist and start moving toward every goal with confidence.
Matt Glossop 11 months ago Logo
Matt Glossop 11 months ago Screenshot
Matt Glossop 11 months ago Video Channel URL https://youtu.be/On94idDP1_0
Matt Glossop 11 months ago Contact E-mail [email protected]
Matt Glossop 11 months ago Tags
  • Wealth Management
  • Investing
  • Financial Technology
  • Financial Services
Matt Glossop 11 months ago Competitors
  • Betterment
  • Wealthfront
  • SoFi
Matt Glossop 11 months ago Phrase Your goals on track
Matt Glossop 11 months ago State New York
Matt Glossop 11 months ago Type Startup
Matt Glossop 11 months ago Business Type B2C (Business to Customer)
Matt Glossop 11 months ago Business Model Type Subscriptions
Matt Glossop 11 months ago Industry Banking, Financial Services and Insurance
Matt Glossop 11 months ago State Status Unknown
Matt Glossop 11 months ago Employees Number 1 - 5
Matt Glossop 11 months ago Name Fulfilled
Matt Glossop 11 months ago Legal Name Fulfilled Financial Inc.
Matt Glossop 11 months ago Country United States
Matt Glossop 11 months ago City New York
Matt Glossop 11 months ago Problem Solving Most people have vague financial goals and no clear path. DIY platforms overwhelm them, robo-advisors hand out generic portfolios, and private banks are reserved for the ultra-rich. The result is uncertainty.
Matt Glossop 11 months ago Why unique? Unlike generic robo-advisors, Fulfilled is 100% tailored to your goals. We give you truly personalized plans powered by institutional research, lets you invest through your own accounts, and stays 100 % unbiased with no fund sales or hidden fees.
Matt Glossop 11 months ago Target Customer Americans aged 25-35 with big financial dreams, but who doesn't have the $250,000 financial advisors require. They want guidance and don't want to invest alone.
Matt Glossop 11 months ago Benefits Goal clarity Tailored institutional portfolios No transfers needed Unbiased flat fee Automatic updates
Matt Glossop 11 months ago Features Goal Roadmap – Turns each goal into a clear savings and investing schedule. Custom Portfolio – Builds a personalized asset mix matched to your timeline and risk. Progress Tracker – Syncs to your accounts, updates the plan automatically, and nudges you when action is needed.
Matt Glossop 11 months ago Technology built with Clients: NextJs Server-Side: Microservices, primarily NestJS (Express) with core financial logic encapsulated within fastAPI python services. Databases: Mongodb, PostgresSql, Redis (cache layer) Pipelines: Airflow Devops: Docker, Kubernetes, Github C
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