Fulfilled

I’m Matt, and I’m thrilled to launch Fulfilled with my co-founder, Alex! Fulfilled is your unbiased, expert financial guide. With step-by-step financial planning, ongoing investment guidance, comprehensive budgeting, and access to real financial experts, you’ll be confident all your goals are on track. ⛔️ The Problem: Truly Personalized Advice is Inaccessible to Millions Managing your money feels like a second job. 35 million Americans are stuck in the middle: - Shut out by traditional advisors (who want $250k+ minimums). - Underserved by generic "robo" apps (that push cookie-cutter advice). This leads to financial overwhelm, anxiety, and a constant feeling of “am I doing this right?”. ✨ The Antidote: Truly Personalized, Unbiased, Research-Backed Guidance Fulfilled is your unbiased, expert financial guide - your Financial Command Center. We’re an SEC Registered Investment Advisor offering unbiased and automated guidance, truly customized to help you reach your goals, backed by institutional investment research. No more spreadsheets. No more guesswork. ⚙️ Features: From Chaos to Control Unify Your Finances: Securely connect your existing accounts individually or as a couple (checking, savings, investment), no transfers are required. See your entire net worth, spending, and goals in one place. (You don’t need to connect an account to get started.) Get Your Step-by-Step Plan: Tell us your goal (like buying a house or retiring early), and our automated planning engine builds a complete, step-by-step financial roadmap. It’s a clear path showing you every step to take, empowering you as you go. [Coming soon!] Execute with Confidence: Your plan is paired with automated investment guidance truly tailored to your goal, built using advanced financial algorithms and institutional research (the same used by massive pension funds). You execute the plan in your own accounts, staying in control. Call in the Experts: Have a complex question? Need a gut-check? Our team of real financial experts is available to help. No $250k minimum required. ⚖️ Why is Fulfilled Different? Truly Customized Guidance: All our automated investment recommendations are calculated from the ground-up and tailored to your goals, while other platforms push you into cookie-cutter investment portfolios. Unbiased Advice: Our platform considers a wide range of investments when building, without bias to any company - only recommending best-in-class funds. Other platforms push users to invest in funds they make and manage in-house. No Transfer Needed: Fulfilled is a guidance platform, giving you the flexibility to keep your money in and trade from your current accounts. Other platforms force you to transfer your money to them before they’ll offer any service. 👫 Who is Fulfilled for? If you’re a young, driven professional in the U.S. who wants to be confident your goals are on track, Fulfilled is for you. If you're a couple trying to get on the same page and track your finances together, Fulfilled is for you. If you feel like you’ve outgrown the generic advice of other digital financial advice platforms, Fulfilled is for you. If you feel shut-out by the high investment minimums and fees of financial advisors, Fulfilled is for you. If you feel overwhelmed trying to find answers online to your financial questions and anxious if you’re making the right moves, Fulfilled is for you.