Advisor AUM Growth

Search millions of prospects

Never run short of prospect lists. Search LinkedIn like you normally do. Easily import your search results. Save unlimited lists and start outreach campaigns.

Go with the safest platform on the planet

Automatically get dedicated IP address based on your location, inbuilt randomization and usage limit protections to avoid detection. Automate, yet look human.

Get new leads in your inbox everyday

Invite up to 100 people a day. And, automatically send follow up messages after invite acceptance. Book more meetings & demos.

Trust the the most advanced platform

55 Plus features to make you more productive. Interactive inbox, API & zapier, reports & charts, duplicate suppression, blacklist, auto withdraw etc.

Monetize your existing network

You worked hard to build your network. Now leverage it. Send message sequences like drip emails to your 1st connections. Unlock new opportunities.

Unmatched Support

Our team is available to help you 24/7 365. You get a dedicated account manager that helps with every aspect of your campaigns.

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Supercharge your growth with AI powered automation

Easily build a lead generation funnel that runs itself. Using Fortuna advanced AI powered sales assistant -ConnectPro; reach out to your ideal clients. Find, engage and convert like never before.

+ Prospect when you sleep
+ Automated drip campaigns.
+ 1 step setup, reach out to 1000's of prospects monthly.

Start deploying video to help you stand out

Delight your prospects with value-driven, personal outreach. Embrace the power of video to help you connect and build more intimate and sustainable relationships with your prospects and client alike!

+ Personalization has never been so easy
+ High converting video scripts and templates included
+ Fully Compliant

Unmatched Support to drive your growth!

Our team is available to help you 24/7 365. You get a dedicated account manager that helps with every aspect of your campaigns. See why Advisors keep coming back to us!

+ Each client is supported by a dedicated success manager
+ Fortuna University - online courses to help you level up!
+ 1 on 1 consulting and strategy support on a weekly basis
+ Real-time results. Reporting at your fingertips

Breadth to support your growth at every stage

After working with over 700 advisors, engaging 10 million prospects and powering 2 million monthly interactions has given us the breadth of knowledge you need on your side to grow your business.

+ Expertise for early and growth stage advisory businesses
+ Your true one stop shop for all your digital needs
+ Obsessive focus on helping your growth and client experience

Michael Miele
Belpointe Asset Management
Boston, US
Client Since: July 2018

The Challenge (before Fortuna):

+ No real strategy on lead generation
+ Lead gen included conferences, cold calling
and referrals
+ No real online strategy for the business

The Results with Fortuna:

+ Consistent source of leads
+ No more cold calling. Saving 40+ hours monthly
+ Pipeline is consistently full
+ Meetings with high quality leads monthly

What Mike has to say:

"Before I started working with Fortuna, my prospecting consisted of going to conferences, meeting people in person, cold calling into organizations and referrals. As you can imagine, this takes up a lot of time, and honestly cold calling is exhausting. So I started looking for ways to leverage LinkedIn in my prospecting strategy, and came across solutions to automate this. Then I came across Fortuna. I decided to start working with you guys because of what I saw, and the relationship has been great. The fact that I can run ideas by you guys, and then actually use your platform to run experiments its a huge bonus. I can run an experiment, and if it doesn't work, you guys help me setup the next one with ease.
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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!
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I would not hesitate to recommend Fortuna to anyone, in fact, I am already pushing my entire firm to use you guys. It’s a no brainer. It’s literally saved me hundreds of hours of work."

Jon Mcintosh
Raintree Financial
Ontario, Can
Client Since: Jan 2019

The Challenge (before Fortuna):

+ Inconsistent lead generation efforts
+ Heavy reliance on cold calling, referrals
+ Unproductive cross referral arrangements

The Results with Fortuna:

+ 10 - 15 meetings per month consistently
+ $13 million in the pipeline because of Fortuna
+ 200+ meetings with quality prospects in 2019

What Jon has to say:

“Fortuna has been instrumental in helping me build my business. I use Fortuna as my primary marketing strategy since I can easily get 10 - 15 meetings per month regularly. Fortuna has been able to develop a pipeline for me through my online presence. When Fortuna was referred to me by a colleague, I was skeptical, but Fortuna has helped me close off 2019 with 150 - 200 meetings.
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I find working with Fortuna very easy, you guys get me the connections, get me the meetings and the support is great. If there are any issues I am well taken care of and the relationship has been great! The only thing I will have to anyone looking to work with you guys is that they need to be prepared to close deals and build a solid process to handle the volume. If they can do that then it’s great! I have over $13 million in the pipeline thanks for Fortuna.”

Jake Stoneburner
Stoneburner Wealth Management
Ohio, US
Client Since: July 2018

The Challenge (before Fortuna):

+ No real lead generation efforts
+ Mostly relied on referrals/seminars
+ Tried a bit of Linkedin/Facebook,
but nothing concrete

The Results with Fortuna:

+ Consistent Strategy
+ Meetings lined up every month
+ 54 affluent households in the pipeline - $250k+ each household
+ Closed $3 million in new business
+ Pipeline for the year is completely full

What Jake has to say:

"I was hesitant at first on the strategy, not knowing what to expect, and even if would really work. But I am happy to say that after using Fortuna for 10 months, I have nothing but good things to say about you guys. I have seen my profile explode with new connections, and I am having conversations right and left. It got to a point, where I had to ask you guys to slow down for a but so I could catch up.

I am very happy with the service, and how you guys have been there for me. Through Fortuna over the past 10 months, I have closed $3 million in new business, and I have 54 new households in the pipeline. This is shaping up to be a great year for our firm!

I would not hesitate to recommend Fortuna to any one that I know in the industry."

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Advisors Thrive With Fortuna

Learn how Jon grew in-person appointments by 70%

See how Mike has completely eliminated cold calling.

Learn how Jake saves time and closes deals face-to-face.

Search millions of prospects

Go with the safest platform on the planet

Get new leads in your inbox everyday

Trust the the most advanced platform

Monetize your existing network

Unmatched Support

Supercharge your growth with AI powered automation

Start deploying video to help you stand out

Unmatched Support to drive your growth!

Breadth to support your growth at every stage

See how Fortuna can help your business generate $10 million in next 10 months!

The Challenge (before Fortuna):

The Results with Fortuna:

What Mike has to say:

The Challenge (before Fortuna):

The Results with Fortuna:

What Jon has to say:

The Challenge (before Fortuna):

The Results with Fortuna:

What Jake has to say: