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What is Fulfilled?

Fulfilled is a cutting-edge financial platform dedicated to providing truly personalized investment guidance and wealth-building strategies designed around each user’s unique financial goals. Featuring a comprehensive Wealth Toolkit with interactive calculators and expert insights, Fulfilled helps users visualize their journey and make informed decisions with confidence. The platform allows users to build custom portfolios tailored specifically to their needs without requiring asset transfers, giving them full control and flexibility. Fulfilled offers multiple pricing tiers, from a free plan with a single static portfolio to Pro plans that unlock unlimited custom portfolios, automatic rebalancing, ongoing financial planning, and advanced portfolio analytics. Users benefit from low fees, priority support, and personalized communication, ensuring an accessible yet elite investment experience. With strict SEC registration and robust encryption, Fulfilled guarantees the security and privacy of client data. Customer reviews emphasize the platform’s ability to eliminate financial stress and deliver real, personalized value. Direct founder engagement and responsive support further enhance the user experience. Fulfilled is ideal for individuals looking for a tailored, low-cost alternative to traditional financial advisors and robo-advisors. Overall, the platform empowers users to level-up their financial future with confidence and clarity.

What is Alwy?

Alwy stands out as a cutting-edge personal finance platform that emphasizes mobile accessibility while fully complying with GDPR standards, allowing users to effortlessly monitor their income, expenses, debts, and investments by syncing all their banking and credit card accounts. The platform automatically categorizes transactions several times daily, updates budgets in real-time, offers personalized saving tips—like canceling unneeded subscriptions or renegotiating fixed expenses—and delivers a thorough overview of debts with comparative analyses for improving loan terms. Users gain valuable insights into their financial health and receive customized recommendations for building emergency savings, diversifying investment portfolios, and obtaining more favorable interest rates. Furthermore, Alwy includes a B2B component that equips financial professionals, insurance providers, and mutual fund companies with the tools necessary to create a unified CRM experience, incorporating trading and custody services, digital client onboarding, real-time compliance alerts, and integrated portfolio management features. This comprehensive approach not only elevates personal financial management but also enhances the capabilities of financial institutions in serving their clientele more effectively. In this way, Alwy fosters a more informed and proactive financial environment for both individuals and businesses alike.

Media

No images available

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Free
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Fulfilled

Date Founded

2025

Company Location

United States

Company Website

www.fulfilledwealth.co

Company Facts

Organization Name

Alwy

Date Founded

2020

Company Location

Sweden

Company Website

alwy.se/

Categories and Features

Categories and Features

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