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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
Employees 30
Industries Education, Financial Services, Lifestyle
Funding Stage Non Equity Assistance
Social

BounceWatch is an independent company data service, not affiliated with Fortune Financial. To contact Fortune Financial, visit fortunefin.com.

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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.

Business keywords: 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 Undisclosed 1
eSeed Challenge
eSeed Challenge
23 Aug 2016

Fortune Financial Alternatives & Competitors

View All Alternatives
Fortune Financial vs
Lemieux Wealth Strategies, LLC
Lemieux Wealth Strategies, LLC United States

Legacy you can count on.

4 employees
Education, Financial Services
Fortune Financial vs
Raanes & Oliver Capital Advisors
Raanes & Oliver Capital Advisors United States

Mississippi-based financial planning and asset management teamed up with you and your future.

4 employees
Education, Finance
Fortune Financial vs
Bill Few Associates, Inc.
Bill Few Associates, Inc. United States

We are in the business of guidance, helping you to feel prepared about your financial situation and...

28 employees
Education, Financial Services
View all alternatives

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 Education, Financial Services and Lifestyle. Its work centres on investment advisory, securities, retirement planning and estate planning.
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 Lemieux Wealth Strategies, LLC, Raanes & Oliver Capital Advisors, Bill Few Associates, Inc., Brayshaw Financial Group LLC, Legacy Wealth Planning. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Fortune Financial and Lemieux Wealth Strategies, LLC 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.

Source: BounceWatch company record for Fortune Financial, https://bouncewatch.com/company/fortune-financial, updated 27 October 2024. When citing, please name BounceWatch and link this page.

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