About
Fulfilled brings bespoke wealth management for everyday investors
A few years back, one of Matt’s four sisters, Christine, asked him how she could invest towards buying a house. She was 28, and already had about $50k in basic investments, but wasn’t sure if she was on track for her goal. “This is completely overwhelming,” she said, "I met with my bank but they drowned me in financial jargon and just pushed their own funds. It felt like they were trying to take advantage of me. The platforms online weren’t better; they looked pretty but only offered much of the same.”
Christine’s frustration is common. 70% of retail investors aren’t confident they’ll reach their financial objectives, 80% have avoided making a financial decision because it felt overwhelming, and 32% would even rather talk about death than their investments. And we get it - planning for your financial future is tough and grappling with all the investment options is intimidating! That’s why we’re building Fulfilled - to help intermediate investors, like Matt’s sister Christine, easily plan for and reach their financial objectives.
Fulfilled brings bespoke wealth management for everyday investors. We help you easily clarify your goals and build a path to reach them. Fulfilled is more than an investment platform, it's a tool that helps remove uncertainty from your future.
