Fortis
Premium•••• 4200
Fortis Metal
Limit $50,000Rate 0% intro
Concierge rewards, lounge access, and FX at true mid-market.
Fortis
Capital clarityfor every account.
Banking, investing, and treasury in one platform—built for investors, banks, consumers, and businesses.
Analytics
Dashboards that read like a market terminal.
Live portfolio curves, allocation heat, and cash forecasts—designed for decisions, not decoration.
Portfolio value
$1,248,920
+18.4% YTD
JanJunDec
Allocation
- Equities42%
- Fixed income28%
- Cash18%
- Alternatives12%
Rebalance suggestions update overnight. Override anytime.
Investors
Portfolio clarity with institutional-grade analytics.
Banks
White-label rails that scale without rebuilding core.
Consumers
Spending, savings, and goals in one calm workspace.
Businesses
Treasury, cards, and payouts built for operators.
Cards
Metal, virtual, and everything in between.
Issue in seconds, control in real time, and earn where it compounds.
Fortis
Teams•••• 4311
Fortis Business
Limit CustomRate Net-30
Spend controls, virtual cards, and receipt matching in real time.
Fortis
Personal•••• 4422
Fortis Everyday
Limit $15,000Rate 14.9% APR
Cashback that routes straight into your savings goals.
Transactions
Every dollar accounted for.
Instant categorization, receipt capture, and multi-entity ledgers that stay audit-ready without the spreadsheet scramble.
See live ledgerRecent activity
Operating · USD
Northwind Studio
Payroll · Today, 9:14 AM
-$18,420
Settled
Vercel Inc
SaaS · Yesterday
-$849
Settled
Acme Logistics
Incoming · Mon
+$62,400
Cleared
Atlas Markets
Transfer · Sun
-$12,000
Pending
Harbor Rent
Ops · Sat
-$7,800
Settled
Investment tools
Build wealth with intention.
Model outcomes, then execute—fractional equities, ladders, and advisor support when you want a human in the loop.
Growth projector
Projected value
$355,072
Est. growth
$161,072
Contributed
$194,000
Illustrative only. Markets vary; past performance is not a guarantee. +7.5% assumed annualized.
Goal portfolios
Target-date and custom mixes with automatic rebalancing.
Fractional equities
Build positions from $1 with real-time order routing.
Treasury ladders
Park idle cash in short-duration T-bills with one click.
Advisor desk
Human specialists when algorithms need a second opinion.
Security
Trust is infrastructure.
Encryption, biometrics, and continuous monitoring—so confidence never depends on hope.
Bank-grade encryption
AES-256 at rest, TLS 1.3 in transit, HSM-backed keys.
Biometric auth
Passkeys, Face ID, and hardware keys across every surface.
Realtime fraud AI
Anomaly scoring that freezes risk before it settles.
SOC 2 & PCI DSS
Independently audited controls, published for partners.
Pricing
Transparent plans. No fine print fog.
Start free. Upgrade when analytics, investing, or team controls earn their keep.
Personal
Everyday banking with analytics that actually help.
$0forever
- Unlimited transfers
- Virtual debit card
- Basic insights
- FDIC partner coverage
Wealth
PopularInvestors who want depth without the noise.
$29/month
- Advanced charts
- Goal portfolios
- Tax-loss harvest
- Priority support
Business
Treasury, cards, and payouts for growing teams.
$99/month
- Team spend controls
- Multi-entity accounts
- API access
- Dedicated CSM
Dashboard preview
One workspace for cash, cards, and capital.
A premium financial command center—metrics, charts, and actions without the clutter.
Fortis workspace
Good morning, Jordan
PersonalLive
Net worth
$1.24M
+4.2%
Cash available
$86.4K
+1.1%
Monthly burn
$42.1K
−3.4%
Invested
$910K
+6.8%
8-month performance
+12.6%
Next actions
- Sweep idle cash$18.2K
- Rebalance equitiesDue Fri
- Approve card spend3 pending
Testimonials
Chosen by operators who measure twice.
“Fortis replaced three tools we used for treasury. The dashboard feels like a trading terminal built for operators.”
Maya Chen
CFO, Lattice Systems
“Our private clients finally have portfolio views that match institutional standards—without the institutional friction.”
James Okonkwo
Managing Partner, Harbor Capital
“I opened a personal account for cash flow and stayed for the investment tools. The product just stays out of the way.”
Elena Voss
Independent advisor
Insights
Thinking behind the ledger.
Product · 6 min read
How we design charts that calm decision-making
Guides · 8 min read
Treasury ladders explained for growing businesses
Security · 5 min read
What SOC 2 Type II means for your money
Open Fortis. Move money with clarity.
Join investors, banks, consumers, and businesses who chose precision over noise.