Earn recurring revenue from the portfolios the people you serve care about most.

The people you serve — your audience, your clients — worry about retirement more than any other financial decision they'll ever make. Their concerns aren't just about money — it's whether they can stop working and be okay when they do.
WiseMint lets you help them answer that question with real data — and earn recurring revenue doing it.

No financial license required. No compliance burden. No fiduciary liability.

Apply to Partner

The Monetization Gap

They trust your judgment.
Now help them with what matters most.

You've built a following that listens to you about money. They read your newsletters, follow your guidance, trust your judgment. But their retirement portfolio — the single largest financial asset most of them have — is something you've never been able to monetize. Not without getting licensed. Not without taking on liability. Not without becoming something you never wanted to be.

The ways you earn today have a ceiling. One-time payouts. Flat fees. Revenue that disappears when you stop creating. And none of it puts something genuinely useful in your subscribers' hands.

WiseMint changes that.

See How It Works

Who Partners with WiseMint

Three types of partners.
One shared opportunity.

Financial Content Creators

YouTube, TikTok, podcast, newsletter, blog — if you create financial education content and have an engaged audience, WiseMint turns that trust into recurring revenue. Your subscribers get independent portfolio analysis. You earn every month they stay active. The people you serve see your brand. WiseMint runs invisibly behind it.

CPAs & Tax Professionals

You already see your clients' financial picture once a year. WiseMint lets you extend that relationship to 12 months. Offer portfolio performance analysis as a value-add to your tax practice — no license required, no liability, and a new recurring revenue stream from clients who already trust you. Clients see your practice's name on every report. WiseMint never appears.

Community Banks & Credit Unions

Your members already bank with you. Now offer them something no big bank does — independent portfolio performance analysis for their retirement accounts. WiseMint runs inside your branded portal. Your members see your name. We provide the analytical engine. Fully white-labeled inside your digital banking experience. Members never leave your brand.

Why WiseMint Delivers Through Partners

We keep the “personal” in personal finance.

WiseMint's analytics are institutional-grade — Sharpe ratios, information ratios, up/down capture, peer rankings. Powerful tools, but they can be intimidating if you've never seen them before.

That's where you come in. As a WiseMint partner, you'll have access to resources that help you walk your subscribers through their report, explain what the numbers mean, and help them understand their Portfolio Grade in plain language.

A digital platform can hand someone data. A trusted partner can make sure they actually understand it. That's why WiseMint delivers through people — not just software.

The people you serve don't just need a report.
They need someone they trust to help them read it.
That's you.

White-Label Experience

The people you serve see you. Not us.

When your subscribers receive their Portfolio Grade, it comes from you — not WiseMint. Your logo. Your brand colors. Your welcome message. The entire experience is white-labeled so your relationship with the people you serve stays front and center.

WiseMint provides the institutional-grade analytical engine. You provide the trust. That's the partnership.

Your subscribers' entire experience lives under your brand. WiseMint powers the analytics behind the scenes.

How It Works

Four steps. Recurring revenue.
Zero licensing.

Apply

Fill out the application below. We review every partner to ensure alignment with WiseMint's independence standards. Most applications are approved within 48 hours.

Set Up Your Branded Portal

Get your co-branded WiseMint page — your logo, your colors, your subscribers' experience. WiseMint runs in the background. Your subscribers see you.

Share with Your People

Use our ready-made content templates, email sequences, and social posts — or create your own. You know the people you serve better than we do.

Earn Recurring Revenue

Every subscriber who signs up through your portal earns you recurring monthly revenue for as long as they stay subscribed. Revenue details are shared during the application process.

What You Get

Everything you need to launch in a week.

Fully White-Labeled Platform — Your name, your logo, your colors — your subscribers' entire experience lives under your brand. WiseMint powers everything behind the scenes, but your subscribers only see you.

Ready-to-use marketing toolkit for every platform

Automatic monthly revenue share via Stripe

Real-time dashboard tracking subscribers and earnings

Compliance-safe language guide — we've done the legal work

Direct partner support at affiliates@wisemint.ai

Independence

What WiseMint is — and isn't.

WiseMint provides independent portfolio performance analysis and reporting. We do not provide investment advice, manage assets, or recommend specific investments. WiseMint is not a registered investment advisor.

This is what makes us valuable — and what makes your partnership with us credible. Our independence is the product. The moment we sell something, we stop being independent. The moment you need a license to offer us, we've failed.

The people you serve get honest, institutional-grade performance evaluation. You get recurring revenue from the trust you've already earned. No one crosses a line.

Ready to get started?

Complete the application below. Most partners are approved within 48 hours.

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