FIN Partners
Four partner tracks — Referral, Reseller, White-Label, and Media / Sponsorship — with revenue-sharing, referral support, and subscription sales programs to help you launch or scale.
Watch the Overview
FIN Partners overview in under a minute.
Why Partner With FIN?
Backed by 13+ years of regulatory experience across 200+ financial firms, FIN Group provides the infrastructure, technology, and deal flow for consultants and technology companies to scale.
- Access to our established client base and referral network
- Leverage our technology platform for your clients
- Flexible revenue-sharing and referral arrangements
- Training and support to help you succeed
- Backend operations support so you can focus on clients
- Earn commissions on subscriptions and referrals from day one
Ready to explore a partnership?
Let's discuss how we can work together to grow your business and better serve your clients.
Contact UsFeatured Partner: Fulsome Fund Solutions
Tech-enabled fund launch, administration, and ERA/RIA consulting — paired with FIN Group's compliance platform and CCO services.
Mateo Johnson
CEO & Founder
Fulsome Fund Solutions
About
FFS is a mission-based fund consulting, administration, and ideation lab providing tech-enabled fund launch solutions from industry experts at a fraction of the cost of traditional service providers. Mateo has personally launched hundreds of funds as Director of Fund Operations and Chief Compliance Officer for several successful fintech firms.
What We Do Together
- FFS leads fund launch, entity formation, fund accounting, and onboarding — FIN Group provides the compliance platform (RegReview) and outsourced CCO services for ERA/RIA registrants.
- Joint referrals: emerging managers come to FFS for fund infrastructure and to FIN Group for ongoing regulatory compliance, annual reviews, and ADV filings.
- Integrated tech stack pairing FFS / Fassport investor onboarding with FIN Group's compliance OS for a turnkey emerging-manager solution.
Partner Tracks
Four ways to partner with FIN Group — pick the track that fits your business model.
Consulting Partners
Revenue sharing and referral programs for compliance consultants looking to expand their service offerings.
- Referral commissions
- Revenue sharing
- Backend support
Software Partners
White labeling and licensing opportunities for technology companies serving the compliance space.
- White labeling
- Licensing agreements
- Technical integration
Third Party Partners
API integrations and Single Sign-On for seamless connectivity with existing platforms.
- API integrations
- Single Sign-On (SSO)
- Custom solutions
Media / Sponsorship Partners
Reach CCOs, fund sponsors, and RIA operators through banner placements, newsletter sponsorships, and co-branded content across FIN Group, RegReview, InvestPrep, and ADScanner.
- Website & newsletter placements
- Co-branded content & webinars
- Event & podcast sponsorships
Referral Partner Categories
We actively build referral relationships with firms whose clients need compliance, CCO, or fund-ops support.
Compliance Attorneys
Refer clients who need ongoing SEC/state compliance support after registration or exam remediation.
Recruiters & Placement Firms
Pair newly-placed CCOs and advisors with a ready compliance stack and fractional team.
Fund Admins & Auditors
Non-competing back-office partners who want an integrated compliance/reg-review layer.
MSPs & IT Providers
Bundle cybersecurity, continuity, and compliance under one referral relationship.
Reach compliance decision-makers
Banner placements, newsletter sponsorships, and co-branded content across FIN Group, RegReview, InvestPrep, and ADScanner — targeted to CCOs, fund sponsors, and RIA operators.
- Website banner placements across product & service pages
- Sponsored blog posts and LinkedIn co-marketing
- Newsletter and podcast sponsorships
- Custom sponsorship packages for events & webinars
Sales Partners
Programs designed to help consultants and fractional teams generate revenue and scale their practice.
Subscription Sales Program
Recurring revenue opportunities for consultants selling compliance services and technology solutions.
Fractional Team Support
Backend sales and marketing support for fractional executives looking to scale their practice.
Lead Generation
Access qualified leads and opportunities through our established network and marketing efforts.
How the Sales Program Works
Apply
Complete our application to join the sales program. We'll review your experience and goals.
Onboard
Get trained on our services, technology platform, and sales approach.
Earn
Start earning commissions on subscriptions and referrals from day one.
FIN Partners runs inside our own platforms — your team works in your portal, not in spreadsheets.See how the OS works.
Compliance calendar, filings, supervisory workflows
Explore RegReview featuresInvestor onboarding, capital calls, fund admin
Explore InvestPrep featuresMulti-jurisdiction marketing & advertising review
Explore ADScanner featuresOur Product Suite
Our consultants identify your regulatory requirements, then our AI platforms handle ongoing compliance workflows—with or without hands-on support.
RegReviewBeta— Compliance OS
The AI-based operating and reporting system for compliance programs — used by in-house teams and consultants to run registrations, calendars, annual reviews, marketing review, audit prep, vendor due diligence, continuity, DOL rollover analysis, and communication archiving from one platform. Enter your CRD or upload documents and AI identifies every regulator and auto-generates your task calendar. Now in 8 industry versions: RIA, broker-dealer, insurance, real estate, private credit, law firms, CPA/accounting, and fintech & payments.
InvestPrepBeta— Private Capital OS
The AI-based operating and reporting system for fund administration, investor reporting, and due diligence programs — used by fund admin teams, GPs, allocators, and consultants to run investor onboarding, KYC/KYB, capital calls, distributions, sub docs, and DDQs across four specialized modules (Fund Admin Pro, Due Diligence Pro, Capital Markets Pro, Credit Pro). Multi-jurisdiction support for US, EU, and Canada. Plans from $189/mo, 14-day free trial.
ADScannerBeta— Marketing Review
Upload marketing materials and get instant compliance analysis across SEC/FINRA (US) with state overlays (CA, NY, TX, FL), FCA (UK), CSA (Canada), and ASIC (Australia). Eight industry packs: financial services, insurance, mortgage, banking, healthcare, legal, tax & accounting, and real estate. Line-by-line analysis, risk detection, AI-revised compliant rewrites, and webhook integrations in seconds. Plans from $49/mo, 14-day free trial.
Work With Us, Partner, or Build with Us
Engage our team, refer or resell, or integrate and white-label our compliance platforms — pick the path that fits.