Every investor wonders if their retirement portfolio is being managed with skill.

Pensions and endowments have always answered that with the metrics Wall Street uses to judge its own managers. Your audience never has. Put those metrics in their hands and earn every month they use them.

No financial license required. 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 portfolio — the money they're counting on — 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

Two 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 powers the analytics 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 fiduciary liability, and a new recurring revenue stream from clients who already trust you. Your practice's name leads every report.

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, alpha and beta. 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 analysis 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 analysis, it arrives under your brand. Your logo. Your brand colors. Your welcome message. 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.

Partner-branded portfolio analysis page mockup

Your subscribers' 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.

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. Financial arrangements are still being finalized, and partner input will shape them.

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 the analytics behind the scenes.

Ready-to-use marketing toolkit for every platform

Automatic monthly revenue share via Stripe

Real-time dashboard tracking subscribers and earnings

Partner language guide — what you can and can't say about the analysis

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 person managing your portfolio should not be the person grading the portfolio.

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. We review every application.

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