Fortuna equips breakaway advisors with advanced tools and technology to elevate client interactions, reduce costs, and maximize productivity.
Fortuna equips breakaway advisors with advanced tools and technology to elevate client interactions, reduce costs, and maximize productivity.
Fortuna equips breakaway advisors with advanced tools and technology to elevate client interactions, reduce costs, and maximize productivity.
What
What
Fortuna is a tech company crafting tools for advisors to connect with clients and engage next-gen prospects.
Fortuna is a tech company crafting tools for advisors to connect with clients and engage next-gen prospects.
Why
Why
New-age investors demand tech-first financial advice. If you can’t deliver, they’ll find someone who will.Will you be that advisor?
New-age investors demand tech-first financial advice. If you can’t deliver, they’ll find someone who will.Will you be that advisor?
How
We're a team of engineers and designers building tech-first tools to elevate your firm for next-gen investors.
How
We're a team of engineers and designers building tech-first tools to elevate your firm for next-gen investors.
Why Fortuna?
Why Fortuna?
Built in Accuracy
Built in Accuracy
Built in Accuracy
Fortuna’s first meeting notes module, powered by our multimodal engine, delivers precise results—no edits or double-checking needed.
Fortuna’s first meeting notes module, powered by our multimodal engine, delivers precise results—no edits or double-checking needed.
Fortuna’s first meeting notes module, powered by our multimodal engine, delivers precise results—no edits or double-checking needed.
Data is safe
Data is safe
Data is safe
Security of your data & client senstive information is our top most priority. With a SOC2 compliant platform, we have covered all the nuts & bolts.
Security of your data & client senstive information is our top most priority. With a SOC2 compliant platform, we have covered all the nuts & bolts.
Design first UX
Design first UX
Design first UX
You've been in an industry unchanged since the cotton age. We build design-first products for your next generation of clients.
You've been in an industry unchanged since the cotton age. We build design-first products for your next generation of clients.
Explore the future of AI powered back office
of machine learning & data science
with Fortuna!
& data science with Fortuna!