| Matt Glossop |
1 year ago |
Date Founded |
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2024-01-31 |
| Matt Glossop |
1 year ago |
URL |
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www.fulfilledwealth.co |
| Matt Glossop |
1 year ago |
Blog URL |
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https://www.fulfilledwealth.co/blog |
| Matt Glossop |
1 year ago |
Twitter |
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FulfilledYou |
| Matt Glossop |
1 year ago |
LinkedIn |
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fulfilledwealth |
| Matt Glossop |
1 year ago |
Description |
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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 |
1 year ago |
Logo |
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 |
| Matt Glossop |
1 year ago |
Screenshot |
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 |
| Matt Glossop |
1 year ago |
Video Channel URL |
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https://youtu.be/On94idDP1_0 |
| Matt Glossop |
1 year ago |
Contact E-mail |
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[email protected] |
| Matt Glossop |
1 year ago |
Tags |
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- Wealth Management
- Investing
- Financial Technology
- Financial Services
|
| Matt Glossop |
1 year ago |
Competitors |
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- Betterment
- Wealthfront
- SoFi
|
| Matt Glossop |
1 year ago |
Phrase |
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Your goals on track |
| Matt Glossop |
1 year ago |
State |
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New York |
| Matt Glossop |
1 year ago |
Type |
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Startup |
| Matt Glossop |
1 year ago |
Business Type |
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B2C (Business to Customer) |
| Matt Glossop |
1 year ago |
Business Model Type |
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Subscriptions |
| Matt Glossop |
1 year ago |
Industry |
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Banking, Financial Services and Insurance |
| Matt Glossop |
1 year ago |
State Status |
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Unknown |
| Matt Glossop |
1 year ago |
Employees Number |
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1 - 5 |
| Matt Glossop |
1 year ago |
Name |
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Fulfilled |
| Matt Glossop |
1 year ago |
Legal Name |
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Fulfilled Financial Inc. |
| Matt Glossop |
1 year ago |
Country |
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United States |
| Matt Glossop |
1 year ago |
City |
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New York |
| Matt Glossop |
1 year ago |
Problem Solving |
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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 |
1 year ago |
Why unique? |
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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 |
1 year ago |
Target Customer |
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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 |
1 year ago |
Benefits |
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Goal clarity
Tailored institutional portfolios
No transfers needed
Unbiased flat fee
Automatic updates |
| Matt Glossop |
1 year ago |
Features |
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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 |
1 year ago |
Technology built with |
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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 |