We simulate millions of possible futures for the economy to understand how your unique personal financial situation might turn out. We use this to help you understand your chances of hitting your financial goals – and how to improve them.
Small but important changes to how & when you save can have massive impacts on your financial future. Our recommendations help you unlock your financial potential, maximize your net worth and minimize your stress. We look holistically at your personal finances to help you decide how to:
Our founders are serial entrepreneurs with degrees in Economics, Math, Computer Science, and Business from Stanford, Yale, and Babson. Our team is made up of financial engineers, data scientists, actuaries, and computer nerds from Google, Apple, and other top Silicon Valley companies. Our investors and advisors include CPAs, CFPs, MBAs, PhDs, and a bunch of other combinations of letters you’ve probably never even heard of.
We love numbers, efficiency, and seeing your net worth grow. Despite all of our advanced degrees, we also found personal financial planning challenging, frustrating, and stressful. We humbly believe Fortunately will make it simpler.