We work with you on the strategy, handle all the integration, legal, and management, then help with your marketing and capital raise.Apply in 3 minutes
Usually funds take 6mos+ and $250k+ to launch - we do in 2 weeks and don't charge you anything. We provide fully-automated SMAs, covering all the infrastructure and legal requirements, so you can focus on the marketing and capital raise.
Once launched, we share in the fees from invested clients.
We handle everything else so you can focus on growth
Investors in your strategy have full brokerage functionality: transfer funds, dashboard of holdings and performance, statements, and tax documents.
We have built in growth tools like referral bonuses, automated emails, newsletter, auto-invest, and more to maximize client-base growth.
Full-service brokerage covering compliance and client experience
FDIC-insured cash, SIPC-insured securities
We have a high-bar for our process to ensure clients are put first, and we've worked hard to streamline it throughout.
Submit your application in 3 minutes, then schedule a time to chat with us.
If you qualify, we will develop an investing strategy with you and take it from there with our fund build and testing procedure, integrating with your website, and setting up the subscription process.
In 2 weeks or sooner, we launch! We'll do an initial marketing blast, and assist you on an ongoing basis with your marketing + capital raise.
We don't charge our partners anything. We agree on a fixed subscription fee for client fund access and split it.Apply in 3 minutes