Affiliate Program for Fintech B2B and B2C Wealth Management Platforms
Join our Affiliate Program for Digital Advice Solutions and earn commissions by promoting cutting-edge tools that empower users with personalized financial guidance. Share innovative products and gain rewards for helping others make informed decisions.
Who is fit to Affiliate?
Our Affiliate program for digital advice solutions is open to both individuals and businesses. Affiliate program for digital solutions applies to all of our solutions, which means we probably have something compelling for any type of investor or investment professional in your network. Because our B2B and enterprise solutions tend to start around $5000 and go up into the millions – this is a great high ticket affiliate marketing opportunity.
Who do we think is a good fit for the affiliate program?
White-hat professional affiliates or influencers with some knowledge of investments or a curated audience of traders or investors
Investment professionals, directors, consultants, and board members
B2B Fintech sales professionals, accountants, attorneys, and trustees who make recommendations incidental to your core offering
Product wholesalers and internals who can add objective recommendations for allocations
Believe In What You Promote
Trust. Faith. Belief. Not just words to throw around. Especially with other people’s money. We partner with affiliates when trust has the requisite context to flourish.
Check out the homepage on Portfolio ThinkTank and read the 22 ways we help investors succeed. or hit the button below to experience our free portfolio designer firsthand.
Ways to work together
As an affiliate, we offer a few ways to work together:
You send us web traffic
This is a good fit for any kind of business and works for both individual investors and financial institutions. This works when you sign up and receive special links that investors and companies click on, and it tracks the clicks and sources you as the affiliate. You can embed this link anywhere on the internet, social media, or in emails.
You set up meetings with prospects
This option is only available for the business-to-business (B2B) side of things at Gravity Investments. You arrange a meeting with a prospect, and we do everything else. When they sign up, you get commissions on all
QUALIFICATIONS
You must qualify to become an affiliate. Qualifying as an affiliate means you have to uphold high ethical standards and be subject to compliance oversight for any marketing to a general audience. Our team makes this process a breeze and it is mostly common sense stuff.
Become An Affiliate
Apply to join our affiliate program for digital advice solutions. For streamlined approval, please fill out this form before completing your affiliate registration. Thank you.
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Register
Payments and Earnings
We pay our affiliates monthly.
Yes, there is typically a minimum payout threshold that you must reach before receiving commissions. The specific threshold is $50. You can find more details in our Affiliate Agreement.
No. As an affiliate, we do not limit or restrict your earnings. We only limit the commission on a single deal to a maximum of $100,000 per deal. If you can successfully refer multiple fintechs, banks, and financial institutions, there is no limit to your total income potential.
How does it work?
No. We handle all of that. You are welcome to participate in meetings and demos as you see fit.
Yes, there is typically a minimum payout threshold that you must reach before receiving commissions. The specific threshold is $50. You can find more details in our Affiliate Agreement.
By becoming an affiliate, you can:
- Earn competitive commissions for each referred client.
- Access promotional materials and resources to help with referrals.
- Monitor your earnings and performance through our affiliate dashboard.
While having a website or blog can be beneficial, it’s not mandatory. You can promote our services through various online and offline channels, including social media, email marketing, networking, or even from you or your team’s regular sales process.
Most sites. This includes:
- LinkedIn.com
- Medium.com
- TickTock.com
- Instagram.com
- Facebook.com
- X (Twitter)
- Reddit.com
- Quora.com
- Youtube.com
Also, you can embed links on microblogging sites.
- Seekingalpha.com
- Stocktwits.com
- Bbogleheads.org
In general, you can embed links on any site, but we may disavow traffic if the site is unsafe, misleading, or damaging to our investors or reputation in any way.
For SAAS deals, we provide our affiliates with a user-friendly dashboard where you can track your referrals, commissions, and performance metrics in real-time. For AUM and other enterprise deals, we are still building out our affiliate dashboard, but you will get monthly statements.
Legal & Compliance
Yes. We are licensed in the United States of America as a registered investment advisor (RIA). As a registered investment advisor, we are regulated by the United States Securities and Exchange Commission (SEC). You can look us up here: Brokercheck Even though this link says broker check, we are not a broker. A broker is a different type of regulated entity called a broker-dealer. A broker-dealer normally makes money from transactions and commissions. We believe that being a fee-only investment advisor allows us to provide objective and unconflicted advice to help deliver the best investment solutions and outcomes.
No. As an affiliate of Gravity Investments or Portfolio ThinkTank, you do not have to carry any securities licenses. You are not providing any investment advice. We do that. You are not selling any investments, and neither are we. You do have to uphold standards of ethics, including basic things like telling the truth, keeping a lid on exaggeration and hyperbole, and not discussing performance with the necessary disclosures.
You also must have never had any changes or convictions of fraud or any financial crime or be barred from any securities industry anywhere in the world.
No. You can reside in and be a citizen of any country not under sanctions by the United States.
Yes. You will get a free account. You can use this account to create investment research, portfolio backtests, and analytics. You can share your results with your followers and friends.
Yes. You may want to check with your home office, OSJ or compliance department, but it is no problem for us.
Yes. To remain eligible for the program, you must maintain compliance eligibility and meet minimum performance standards.
You must successfully refer at least one (1) new client or investor to us within your first year of joining the program.
We do not restrict you in any way in this regard.
If you are in sales in an adjacent space, we can sign up your whole team and train your sales team.
Getting Help
Check out our resources above, and don’t be shy to call or email—we ain’t hard to find!
Yes. Once you sign up and are approved, you will be enrolled in the new affiliate training flow.
You will be emailed a support contact right after approval.
Yes. But ads require compliance approval in advance.
Our free portfolio analyzer is a great starting point. It is free to use and very engaging, so it breaks down barriers for investors to get started. Once investors are armed with these new, unique, and powerful insights into their investment account, they are on the path to making it better and becoming new clients. This way, you are delivering value to your network from the very beginning.
Learn more about Gravity Investments
You can see out history here: Gravity Investments
Gravity Investments was founded in 2000 and is now celebrating its 23rd year!
No. Neither Gravity Investments (Gravity Capital Partners is the wholly owned RIA) nor any of its employees or owners have any violations. You can look us up here: Brokercheck
We support individual stocks, Exchange traded funds, mutual funds, cryptocurrencies, currencies (FX) and futures in North America. We can support private vehicles like hedge funds, private equity and venture capital, but not with a free account.
