Apply for Launch Partner
Tell us about your practice and we'll reach out to schedule your onboarding call.
Pays for itself with one new client.
What happens after you apply
We'll review your application and reach out within 1 business day
30-minute discovery call to understand your practice and ideal clients
ICP workshop — we define your ideal client from your actual top clients
We identify your top bridge persons and configure the system
First bridge persons activated — introductions flowing within the week
Why firms are moving now
- Niche firms are growing at 2x the rate of generalists (Kitces Research)
- Your bridge persons already have connections to your next clients — they just need a system
- Every week without a referral process is warm introductions left on the table
"I would do that in a heartbeat. I think about all the time my team and I waste trying to do this ourselves with no structure."
— J.S., RIA Principal
$500M AUM
"A warm referral matching tool — use data to see who in our contact base already knows a target prospect and help us request introductions more systematically. It aligns better with how the industry actually grows."
— I.V., Regional Director
$200M+ AUM
Not ready for Launch Partner? Self-serve software plans also available. See pricing →