SEC Registered Investment Advisor

Don't Just Track Your Money.
Get A Custom Plan To Grow It.

Stop guessing. See your total net worth in one place, get a custom savings & investment roadmap to reach your goals, and follow your plan from your existing accounts.

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, Alex!

Your Wealth

$60,601

+2.10% This Week

This Month

$2,534.87

Total spending

49%

Rent & Utilities

$1,245.50

33%

Food & Drink

$847.32

18%

Transportation

$442.05

Recent Transactions

View all

Starbucks

Today

$47.85

Whole Foods

Yesterday

$132.47

Shell Gas Station

2 days ago

$94.23

Netflix

3 days ago

$15.99

Amazon

4 days ago

$58.73

Ready to Invest

$2,847.50USD

Cash on hand

$4,285.73

Bills this month

$892.48

Safety buffer

$545.75

Your Goals

View All

House Downpayment

On Track• Monthly: $1,200.00

$45,250.75/ $80,000.00

56%

Growth Portfolio

Building Wealth• Monthly: $500.00

$12,438.92

+$3,742.18(43%)

Retirement Fund

On Track• Monthly: $800.00

$68,523.45/ $150,000.00

45%

1 of 2

Plan Together

Manage your wealth together. Share accounts with a partner and plan your future together.

A Financial Co-pilot Built For Your Future

Connect your accounts, plan & get investment guidance towards your goals, and track your progress — all in one place.

See Your Full Financial Picture

Bring all your accounts together

Connect existing financial accounts from +12,000 financial institutions
Share your accounts & goals with your partner
Real-time investment tracking & performance reporting

Bring your accounts together

3Stay on course

Stay On Course

Monitor progress and stay on course

Track all spending & monitor your budgets
Track investments, goals and performance
Personalized tax loss harvesting plans
Personal guidance
AI financial planning & spending coach*
Detailed retirement & financial health reports*

Get Your Custom Flight Plan

Set goals and build your roadmap - it updates with you

Easy & custom budgeting
Tailored investment portfolio recommendations built around your goals (US only)
Chat with a human financial expert & planner

Build your roadmap

* Coming soon

Connects with all your accounts

Seamlessly link your financial accounts from thousands of institutions

And thousands more...

No more financial overwhelm

Understand exactly where your finances stand and how to achieve your goals.

An Unbiased,Guided,Investment Approach

We consider a wide range of investments built on institutional research without bias before making every recommendation.

Be empowered with clear, actionable financial guidance

Don't transfer us your money - invest from your current accounts & track everything with secure connections

Investment guidancetruly customized for you

Get personalized investment plans for all your goals. Stay on track with ongoing updates and access to human experts.

How We Compare

Why choose Fulfilled?

A guided wealth platform designed to help you reach your financial goals.

Financial plan tailored for you

We build a custom plan around your unique goals and timeline, not just generic advice like most platforms offer.

Elite investments

Access the same high-quality investment strategies used by the world's top institutions, not just cookie-cutter limited funds.

Invest anywhere

Use Fulfilled's guidance with your existing accounts, no need to transfer assets like other robo-advisors and financial advisors require.

Manage spending & budget your money

Unlike robo-advisors, we provide you easy tools to track your spending and budget your money. The goal is to make money management easy and help you focus on growing your wealth.

Low cost

At $10/month, Fulfilled's personalized advice and elite investment strategies are a fraction of the cost of a traditional financial advisor.

No minimum investment

Traditional advisors require $100,000+ minimums. We have no minimums—you keep your existing accounts and we guide you on what to do with them.

FulfilledGet Started

Robo-advisors

Financial Advisors

Financial plan tailored for you

We build a custom plan around your unique goals and timeline, not just generic advice like most platforms offer.

Fulfilled

Robo-advisors

Financial Advisors

Elite investments

Access the same high-quality investment strategies used by the world's top institutions, not just cookie-cutter limited funds.

Fulfilled

Robo-advisors

Financial Advisors

Invest anywhere

Use Fulfilled's guidance with your existing accounts, no need to transfer assets like other robo-advisors and financial advisors require.

Fulfilled

Robo-advisors

Financial Advisors

Manage spending & budget your money

Unlike robo-advisors, we provide you easy tools to track your spending and budget your money. The goal is to make money management easy and help you focus on growing your wealth.

Fulfilled

Robo-advisors

Financial Advisors

Low cost

At $10/month, Fulfilled's personalized advice and elite investment strategies are a fraction of the cost of a traditional financial advisor.

Fulfilled

Robo-advisors

Financial Advisors

No minimum investment

Traditional advisors require $100,000+ minimums. We have no minimums—you keep your existing accounts and we guide you on what to do with them.

Fulfilled

Robo-advisors

Financial Advisors

Pricing Plans

Choose your financial journey

Start free and upgrade when you're ready to unlock your full financial potential

Free

Forever free

No credit card required

Get investment guidance customized to one of your financial goals
Connect and view all your accounts and investments in one place
Track your spending and investment progress

Get Started For Free

Pro Monthly

$9.99/month

Billed monthly

Everything in Free, plus...
Turn all of your financial goals into a personalized investment portfolios
Speak with REAL financial experts to help with your financial questions
Premium budgeting and spending tracking tools to help you manage every aspect of your finances

Get Started

Best Value

Pro Annual

$99.99/year

Billed yearly

All Pro monthly & free features
Priority support
Early access to new features
Save over 15% compared to monthly billing

Get Started

Cancel anytime

No additional fees

What Our Customers Say

Real people, real results

See how Fulfilled helps people level-up and build their wealth

Trusted by individuals at

Disclaimer: Testimonial provided by a current client of Fulfilled as of 7/17/2025. The clients were not compensated for their statement. There are no known material conflicts of interest. Client's experience may not be representative of all clients and is not a guarantee of future performance or success.

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Frequently Asked Questions

Got questions? We've got answers

Everything you need to know about Fulfilled and how we help you build wealth

Still have questions?

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