Partner With Us to Support the Families You Serve

We work with law firms, family offices, and service providers to embed our emotionally fluent tools into your client offerings — branded, licensed, or integrated.

White-Label Licensing

Offer a co-branded version of our platform to deepen your client experience

White-Label Licensing

Offer a co-branded version of our platform to deepen your client experience

White-Label Licensing

Offer a co-branded version of our platform to deepen your client experience

API & Platform Integration

Seamlessly embed planning tools into your own digital ecosystem

API & Platform Integration

Seamlessly embed planning tools into your own digital ecosystem

API & Platform Integration

Seamlessly embed planning tools into your own digital ecosystem

Revenue Share Models

Co-develop value-add services with clear monetization pathways

Revenue Share Models

Co-develop value-add services with clear monetization pathways

Revenue Share Models

Co-develop value-add services with clear monetization pathways

Facilitator Training for Internal Teams

Equip your own advisors with our emotional and practical frameworks

Facilitator Training for Internal Teams

Equip your own advisors with our emotional and practical frameworks

Facilitator Training for Internal Teams

Equip your own advisors with our emotional and practical frameworks

Partner with us

Partner with us

Partner with us