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Fortune Financial logo — Client Advocacy | Independent Advice | Goal-Based Planning

Fortune Financial

Client Advocacy | Independent Advice | Goal-Based Planning

Founded 1997 United States Hopkins, United States 30 employees Non Equity Assistance Education, Financial Services +1

General Information

Company Name Fortune Financial
Founded Year 1997
Location United States Hopkins, United States +1
Employees 30
Industries Education, Financial Services, Lifestyle
Funding Stage Non Equity Assistance
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About Fortune Financial

[b]Fortune Financial[/b] is a [b]US-based[/b] startup in the [b]Education and Financial Services[/b] industries. Founded in [b]1997[/b], the company's [b]slogan[/b] "Client Advocacy | Independent Advice | Goal-Based Planning" encapsulates its mission. Offering a comprehensive range of products and services, Fortune Financial provides diverse financial expertise and responsive service to assist clients in achieving long-term financial objectives. The company collaborates with several affiliates, including [b]North Star Consultants, Inc., Securian Financial Services, Inc., and CRI Securities, LLC[/b], through which it offers securities and investment advisory services. Notably, Fortune Financial remains [b]independently owned and operated[/b], emphasizing its autonomy in delivering tailored financial solutions. In [b]August 2016[/b], the startup secured a [b]Non-Equity Assistance investment[/b], facilitated by [b]eSeed Challenge[/b]. This investment reflects external recognition and support for Fortune Financial's innovative approach to financial services. With a focus on client advocacy and goal-based planning, the company embodies a commitment to offering independent and comprehensive financial guidance.

Taxonomy: investment advisory, securities, retirement planning, estate planning, college funding, client advocacy, independent advice, goal-based planning, comprehensive products, Securian Financial Services, CRI Securities, registered broker-dealers, Minnetonka, MN

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Non Equity Assistance •••••• 1
Investor
23 Aug 2016

Fortune Financial Alternatives & Competitors

Fortune Financial vs
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Fortune Financial vs
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Fortune Financial vs
Brian Armstrong, CFP®
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FAQ About Fortune Financial

Client Advocacy | Independent Advice | Goal-Based Planning
Fortune Financial was founded in 1997.
Fortune Financial is headquartered in Hopkins, United States.
Fortune Financial operates in the following industries: Education, Financial Services, Lifestyle.
Fortune Financial has approximately 30 employees.
Fortune Financial has completed 1 funding round. The latest funding stage is Non Equity Assistance.
Top alternatives and competitors to Fortune Financial include Renaissance Financial, Rayhons Financial, Brian Armstrong, CFP® , Virginia Asset Management, Commonwealth Financial Group. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Fortune Financial and Renaissance Financial are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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