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What is NerdWallet?

Easily check the balances of your various account types while getting a snapshot of your total finances at a glance. You can track both short-term and long-term financial shifts by each account category, allowing you to assess your growth in cash savings, investments, real estate, and more. With all your income, expenses, and transactions presented in one streamlined interface, you can accurately gauge your financial situation and understand how your funds are being distributed. NerdWallet empowers you with essential insights that can help you optimize your financial health. Begin by reviewing the overall picture of your finances on a single screen, or take a closer look at specific areas such as cash flow, spending patterns, credit score, and net worth. Additionally, you'll receive expert advice from NerdWallet to promote better financial practices. Delve into methods for ongoing improvement, such as enhancing your credit utilization ratio or paying your bills ahead of schedule. Furthermore, you can pinpoint areas to refine your spending habits and detect any irregularities, ensuring you maintain a more stable financial future while striving for continuous growth.

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.

Media

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

NerdWallet

Company Location

United States

Company Website

www.nerdwallet.com/l/nerdwallet-app

Company Facts

Organization Name

Fulfilled

Date Founded

2025

Company Location

United States

Company Website

www.fulfilledwealth.co

Categories and Features

Categories and Features

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