Simplifying the world of Financial Advisory

Our mission is to help Financial Advisory Firms grow by leveraging best in class customer experience and engagement using AI powered digital tools.


A culture of client centric innovation.
At Fortuna, we value an inclusive and diverse environment where technical precision, passion, and curiosity pave the way for customer centric building. Above all, we value and prioritize our interactions with our clients. Everything we do is designed to make your life easier and help you better communicate and engage with your clients.

Since 2017, we’ve worked together to bring our individual skills, collective expertise, and evolving insights to every project we are trusted to take on by our clients - from helping design the initial engagement campaigns to leveraging their existing client base as a growth engine.

As we grow, this tradition of excellence and continuous appetite for learning, innovating, and building for our clients continues to guide our work every day.

Your success means everything

We're motivated to see you succeed. That means building quality products, online classes, world-class guides and helpful essays—all designed to bring about long-term success for your business.
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Our Resolve

Going above and beyond for our clients.
Our goal is to help thousands of local businesses around the world through our products. While growth is important, team and values are paramount. We’re always striving to do impactful work we’re proud of in lieu of chasing overnight success.

The only thing driving us forward is our clients, from local mom and pop shops to large enterprises. We focus on one thing and one thing only. Helping our clients manage and deliver the best possible customer experience for their clients.

Our Presence

Beyond borders, across the globe.
With team members in Canada, US, Australia, UK and UAE. Our entire team is available 24 hours a day, 7 days a week ready to help. We take pride in the fact that our team is diverse, and understands the needs of our local clients best. This allows us to be attentive to local trends and tastes to ensure we are providing the best possible experience to our clients.

Come see what this looks like. Talk to us today.
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