Fortuna is an AI-powered growth platform helping firms scale leveraging video, automation and digital transformation to get new clients and ultimately boost revenue.

AUM Growth Platform is a brand new category, most financial advisory businesses today rely on word of mouth referrals, cold calling, or hosting expensive seminars to acquire new clients. We’ve figured out a way to amplify your word of mouth client acquisition attracting new + retaining existing clients – leveraging the power of digital. Our mission is to turn your current customers and connections into your biggest advocates – a true sales army.

We are extremely confident we can help you grow your financial services business. Talk to us today to give us an opportunity to show you how over 400+ advisors have used us successfully – let’s brainstorm!