Social Selling for FinServ

Kickstart new client attraction and grow your revenue with our high-performing, beautifully crafted consumer facing platform.

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The world's best companies trust Fortuna

An education platform to bring consumers in

Top it off with all-in-one outbound prospecting.

Great marketing funnel is the first impression, leverage outbound email, social and phone to spray prospects for more growth. See the results in your bottom line.

Increase AUM by getting in front of new prospects

With our solution, you will be getting in front of qualified opportunities as if you were hiring your own in-house business development team.

Impress your visitors. Case study?

Impress your visitors with a clean and modern interface. Our website are mobile responsive and carefully designed with purposely selected colors and fonts.

Professional design, affordable price. Case study?

We have been designing high-converting websites and helping startups grow since 2015. Get all the benefits for a tiny cost.

Simplify Social Selling & Advertising.

Convert traffic into quality leads and sales
The fastest way to reach new prospects
Compete with the large scale firms (ie. Fisher, Fidelity)
Turn-key solution, compliance-friendly, easy-to-setup

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“Fortuna has been able to develop a pipeline for me through my online presence. Fortuna has helped me close off 2019 with 200 new client meetings."
‍
Jon McIntosh, Financial Advisor

Increase your AUM with a long-term partner.

Modern and polished marketing funnel
Technology first, service & support inclusive
Exclusive intros to in-market prospects
Scale marketing and sales all within one platform!

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“The exposure and awareness Fortuna has been able to bring to my business is amazing. It's been able to get me in front of people that are the exact people want to do business with. The pipeline has never been stronger!”.

Mike Miele, Financial Advisor

"Fortuna has been instrumental in helping us get our sales pipeline built out. We saw ROI pretty quickly after starting our program. These guys know what they are doing!"

Carmine Sementa

Manager, Business Development

Book a 15-min strategy call to kickstart your sales growth.

Kickstart your growth journey!

Talk to us today!

Social Selling for FinServ

An education platform to bring consumers in

Simplify Social Selling & Advertising.

Increase your AUM with a long-term partner.

Book a 15-min strategy call to kickstart your sales growth.

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