Provides a financial wellness platform combining personalized 1:1 guidance from CERTIFIED FINANCIAL PLANNER™ professionals with integrated tools for saving and investing. Members receive tailored financial plans, a high-yield savings account offering 5.00% APY, and custom investment portfolios with no management fees, enabling them to organize, optimize, and achieve their financial goals efficiently.
Funding
$33M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Many individuals struggle to manage their finances effectively due to a lack of personalized guidance and accessible tools for saving and investing. Traditional financial planning services can be expensive and impersonal, leaving many feeling overwhelmed and unsure how to achieve their financial goals.
Solution
Fruitful offers a financial wellness platform that combines personalized, one-on-one guidance from CERTIFIED FINANCIAL PLANNER™ professionals with integrated tools for managing finances. Members receive tailored financial plans developed in collaboration with their dedicated guide, a high-yield savings account boasting a 5.00% APY, and custom investment portfolios without management fees. The platform aims to simplify financial management, empowering users to organize, optimize, and achieve their financial objectives with expert support at every step. Through regular video sessions, progress check-ins, and anytime messaging, Fruitful provides continuous support and advice tailored to each member's unique financial situation.
Target Audience
Fruitful's primary customers are individuals and couples seeking personalized financial guidance and accessible tools to manage their finances, save effectively, and invest wisely.
Features
- Dedicated advice and support from a CERTIFIED FINANCIAL PLANNER™ professional.
- 1-to-1 video sessions focused on organizing finances, building wealth, and making progress toward goals.
- Ongoing progress check-ins and anytime messaging with a dedicated guide.
- High-yield savings account with a 5.00% APY.
- Tailored investment portfolios with no management fees and no investment minimums.
- Automated transfers to power savings progress.
- Access to tools for planning for family, managing money, dealing with debt, buying a home, and more.