Fortuna Wealth Management

Financial Services • Minneapolis, Minnesota, United States • 1-10 Employees

Company overview

Headquarters	Minneapolis, Minnesota, United States
Website	fortunawealthmgmt.com
NAICS	52
Founded	2021
Employees	1-10

Key Contact at Fortuna Wealth Management

Thomas Tran

President & CEO

Fortuna Wealth Management Email Formats

Fortuna Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@fortunawealthmgmt.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@fortunawealthmgmt.com	100%

About Fortuna Wealth Management

Our Story | We believe that anyone can change the world for the better. If you have positively influenced even one life, you have changed the course of their life, the lives of their loved ones, and our collective world. However, we recognize that wealth often limits the impact even the most well-intentioned can make globally. Founded in 2021 on the principle that personal wealth is our most significant obstacle to impact, Fortuna Wealth Management pairs industry-leading technologies with human experience to help transform how good people build and preserve wealth. We help our clients spend less time worrying about money and more time on the people and causes that matter most. Our Technology | Fortuna Wealth Management combines the power of advanced analytics, the familiarity of human connection, and the convenience of user-friendly interfaces to help good people make the impact they want on the world while living their best life. We craft your roadmap to success; our technology puts it at your fingertips. Welcome to the future of finance. Our People | Our Chicago-based team specializes in providing financial and lifestyle advice to those with a propensity to do good. Our experienced financial advisors deliver uniquely tailored plans composed of the best available advice, supporting you and your loved ones as you pursue your ideal life and build a lasting legacy. Our financial advisors and consultants consist of CERTIFIED FINANCIAL PLANNNERS™, a designation widely recognized as the gold standard of financial advice. The distinction demonstrates their commitment to the highest standards of quality and ethics.

Fortuna Wealth Management revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Fortuna Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Fortuna Wealth Management has never raised funding before.

Fortuna Wealth Management Tech Stack

Discover the technologies and tools that power Fortuna Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Astra

WordPress themes

ElementsKit

WordPress plugins

Proton Mail

Webmail

Site Kit

Analytics

PWA

Miscellaneous

Swiper

JavaScript libraries

Elementor

Page builders

Microsoft 365

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

Bluehost

Hosting

Frequently asked questions

Fortuna Wealth Management is located in Minneapolis, Minnesota, US.

Fortuna Wealth Management was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

Fortuna Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Fortuna Wealth Management

Thomas Tran

President & CEO

4.8

40,000 users