Partner With Us

Partnerships to help practices thrive

We build tools — not services — but practices still need help executing. That’s where experts like you, who truly care about practices, come in. By combining your expertise with our product development, we can help practices win together.

How we work with partners

We build tools for practices and we invite you to share your data so we can build together. By combining your expertise with insights from other trusted partners, we create a collective resource more powerful than any one group alone. That makes your data more valuable to practices, strengthens the impact you deliver to your clients, and opens a new customer acquisition channel through our tools.

And we don't stop there. Our product development can also support your team directly, from custom dashboards for your clients to automations that save time and reduce manual work.

What we bring to your team

Growth & Insights

  • A new customer acquisition channel
  • Stronger insights through access to more and better data

Custom Solutions

  • Custom dashboards tailored to your needs
  • Automations that save time and reduce manual work

Pricing

General Partnership Tools

Free

Our mission is to provide insane value to practices. I believe strongly that we can build amazing tools that truly help practices thrive. I'm removing all hurdles in pursuit of this goal—there's no cost for partnering on tools for the general public.

Custom Partner Solutions

Custom pricing

Need custom dashboards, automations, or integrations specific to your firm? Let's discuss pricing based on your exact needs and the value we'll create together.

Become a partner

Tell us about your firm and we'll follow up to explore fit.

Frequently asked questions