Personalized Wealth Management – Institutional Meets Consumer

Show HN: We charge $10/mo for wealth management that costs $100 elsewhere

Personalized Wealth Management – Institutional Meets Consumer operates in show hn launch.

Profile

Five months ago I launched our alpha product here and got roasted for basic math errors on our landing page. It was an early lesson for us in putting something out there and not meeting that moment and just being unprepared.But here's what we've learned building a wealth management platform for the 95% of people who don't have $100K minimums:Take Sarah (real user, fake name): 32, $85K income, $47K across three accounts. Traditional advisor wants $100K minimum. Betterment would put her in one of 5 risk buckets.Fulfilled modeled her actual goals:House down payment in 4 years in MCOL area: 60% global equities, 25% infrastructure equities, 15% short-term bonds.Retirement in 28 years: 45% global

Its activity falls under show hn launch; the profile below is assembled from public directory data.

The company is listed at the Show HN launch stage of development.

Website: www.fulfilledwealth.co/home