Industries we Serve

We proudly work with Financial Services Professionals and Enterprises, big or small. This way we keep our focus on being specialized to these niches.

Financial Services

AUM Growth Platform Video for Advisors Insurance

Automotive

Car Dealers Enterprise XXXX

Software

SaaS Startups SaaS Enterprises XXXX

Real Estate

Real Estate Agents Real Estate Brokerages XXXX

Enterprise

Enterprises

Who we are

Learn about what makes us tick and why we are determined to change sales for the better!

About Us

Learn more about what drives us and what we are all about.

Careers

Come join a fast growing team, solving real world problems.

Contact

Need to get in touch with us? Drop us a line!

Learn with Fortuna

Learn from the best practitioners in the industry. Resources to help grow your business by bringing in sustainable AUM

Blog

Practice management tips and tricks to grow your business.

Fortuna University

Educational video courses to help with all aspects of your business

Case Studies

Learn how others are using Fortuna to grow build and grow their business

AI Powered AUM Growth Platform for Financial Services

Talk to us today!

Leverage the power of AI personalization to:
+ Quickly build rapport
+ Personalize Sales Conversations at scale
+ Convert more prospects to clients
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Prospect, Engage and Close better

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Streamline your prospecting, create instant trust and close accounts!

Is your team using the power of digital?

Fortuna is built for Financial Advisors who are dissatisfied with cold calling, expensive seminars and door knocking. Our product is the industry leading modern day AUM growth platform that provides you endless supply of HNW investors filling up your sales pipeline. We have built a growth platform with video, digital transformation and automation all in one spot to help you dominate modern day client acquisition.
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‍We make it easy.

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Learn more

Create videos that stand out

Video is the most popular content in the world. Put a face to your name with video. Record your face, your screen, or both for prospecting videos, webinars, follow-ups, portfolio reviews, and more.

Record your webcam, browser tab, or full screen
Add in-video calls-to-action to guide prospects
Book meetings right from the video‍

Workflow automation to help scale your advisory business faster

Automate your sales funnel to get light-years ahead of your competitors.
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We have created the most powerful automated sales funnel for Financial Advisors that allows you to build your pipeline of HNW investors.

Digital transformation at scale

Revamp you entire digital presence, customers search for you once they hear about you or even get referred to. Your digital presence is your modern day branch - let us show you what a marquee modern day digital presence looks like.

Its 2020, end cold calling and hosting expensive seminars. Use the power of digital to transform your business.