One platform. Every step of growth.
We bring licensed analysts, research, compliance and marketing. Partners bring the audience and the trust. Revenue is shared.
1
Capture
Free investing e-letters, quizzes and webinars turn the partner's audience into investor subscribers.
2
Nurture
AI-personalized emails, texts and briefings build habit and trust.
3
Convert
$49 front-end newsletters lead to courses and premium research services.
4
Retain
Save offers and win-back flows keep subscribers paying longer.
Capability by partner
| Capability | Newsmax | Marcus Lemonis | Suze Orman | Bloomberg |
|---|---|---|---|---|
| Direct Response | “Newsmax Money” free e-letter | “The Owner's Edge” e-letter | “Ready to Invest?” score | Retail investor morning brief |
| Subscriptions | Paid research newsletters | Invest Like an Owner course | Suze's Investing Club | Retail research tiers + churn saves |
| AI Personalization | AI portfolio briefing | AI business analyzer | AI retirement plan | AI watchlist analyst |
| Commerce | TV-to-video sales letters | Owner wealth services | Women & Wealth summit | Investing academy |