Partner with Us
Grow together in the future of wealth management
Whether you refer clients, distribute our platform, or integrate your technology — Wealthbrain has a partnership model designed for you.
Partnership Models
Find the model that fits your business
From simple referrals to full white-label deployments, we have a structured programme for every type of partner.
Strategic Partnerships
White-label Wealthbrain's technology or deeply integrate it into your own product suite. Ideal for fintech platforms, asset managers and technology providers.
- White-label opportunities
- API & SDK access
- Integration with CRM & onboarding tools
Integration Partners
Connect your software — CRM, onboarding, compliance or analytics — with Wealthbrain to deliver a seamless end-to-end workflow for wealth firms.
- Open API architecture
- Pre-built connectors
- Joint solution listing
Custodian & Brokerage Platforms
Connect our platform directly with major brokerages and custodians to enable real-time data feeds, seamless settlement and consolidated reporting for shared clients.
- Major brokerage connectivity
- Real-time data feeds
- Consolidated custody reporting
Licensed Distributors
Become an authorized WealthBrain distributor and bring a proven wealth management solution to your market under your own brand. We provide complete sales enablement, onboarding support, product training, and technical assistance, empowering you to launch quickly and scale confidently.
- Regional exclusivity options
- Full sales enablement
- Training & certification
Access to Specific Markets & Client Audiences
Collaborate with Wealthbrain to reach niche client segments or regulated markets where you already have established relationships and deep domain expertise.
- Co-sell in target verticals
- Joint go-to-market
- Revenue sharing model
Referral Programme
Earn rewards by introducing qualified wealth management firms, IFAs and family offices to Wealthbrain. No technical integration required — simply connect us with the right people.
- Competitive referral fees
- Dedicated partner portal
- Co-marketing support
Custodian & Brokerage Integration
Connect our platform with major brokerages and custodians
We are actively expanding our network of custodian and brokerage integrations to give wealth managers a single, consolidated view of all client assets — regardless of where they are held.
Discuss IntegrationStart the conversation
Tell us a bit about yourself and the partnership you have in mind. We typically respond within one business day.
Ready to explore the possibilities?
Join a growing ecosystem of partners building the future of wealth management on Wealthbrain.
Get in Touch