Fortera At Work

Tag us in and let our experts serve your team.

Going Big for Your Small Business

We support our community’s small, courageous entrepreneurs who are going all-in on their dreams every day. Your goals are our goals. When you partner with Fortera At Work, you’ll have access to a variety of tools custom-designed for your business and your team. We’re a free resource and we’re committed big time to helping you succeed.

Who we are

We create financial plans and products with a purpose

We are the behind-the-scenes team dedicated to improving your business. At the heart of every organization is the team powering it. By supporting your team members with financial education and thoughtfully-tailored products, we can help improve your business from the inside out.

This holistic approach is totally customizable and driven by your insights. If this sounds like something you would be interested in, please send us an email.

How we can help

Get the full force of the Fortera At Work team on your side.

WE OFFER:

  • Relationship-based pricing on accounts for your business and your employees
  • Personalized, comprehensive financial wellness programs for your employees that include information on 401Ks, retirement, saving, long-term investing, etc.
  • A full range of tools and services to manage your business - like checking designed to be shared, automated savings, or credit cards with digital receipt management, etc.
  • A dedicated Fortera At Work representative available to answer all your questions come rain, shipping delays, expansion opportunities, customer queries, and more.

Sound good to you? Great! Schedule a meeting with us and let's get started.

Meet the team

Karen Fortera At Work
Business Development Associate, NMLS 2038192

Karen Richards

krichards@forteracu.com

Let's meet

We would love to get to know you. Schedule an appointment with us and let's chat face to face.
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