Retained advisory · Atlanta
The advisory your business deserved,
at a price it can justify.
Fortune AI pairs a fractional COO & CFO for your company with a wealth strategy for you — the kind of integrated counsel family offices retain — delivered through a private AI platform that computes every number and verifies every figure before it reaches you.
What we do
One engagement. Two balance sheets.
Your company has a balance sheet. So do you. For most owners they are the same story told twice — the business is the largest asset in the household — yet the people advising each side have never spoken to each other. Fortune AI is built on the connection.
Business operations
A COO's toolkit: margins, runway, and customer concentration read from your actual books, cash-flow you can plan against, and a monthly operating rhythm that keeps small problems small.
Finance & compliance
A CFO's discipline: lender-ready financials, a tax calendar that never surprises you, entity and compensation structure coordinated with your CPA, and retirement plan design modeled at your real income.
Owner wealth
The bridge from business surplus to personal wealth: what the company can fund, where it should go, and a second opinion on any portfolio — fees, concentration, and risk measured, not eyeballed.
The economics
Family-office capability.
Small-business economics.
Assembling this coverage the traditional way means a fractional CFO retainer, plus a wealth manager, plus an analyst on call — three relationships, three fee schedules, and nobody connecting them. Fortune AI delivers the integrated stack for one retainer, priced for a small business.
| Fractional CFO firm | Wealth manager | Fortune AIone retainer |
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Wealth management and investment advisory services are offered in partnership with licensed Registered Investment Advisers.
The difference
Most AI generates answers.
Ours calculates them.
A deterministic engine — ordinary, auditable financial math — produces every number. The AI's only job is to explain the result in plain English.
Working together
A quiet, reliable cadence.
Every evening
A short briefing: what moved, what it means for you, and what — if anything — needs attention.
Any day
Any question, by text, email, or the client portal. If it touches your business or your wealth, it's in scope.
Every quarter
A consolidated review that puts the business and the household on the same page. Literally.