White-label our Compliance OS. Keep your brand. Skip the 18-month build.
Deliver AI-powered 206(4)-7, 3120/3130, marketing review, and fund admin under your brand — on the same platform FIN Group uses to run enterprise engagements.
Three ways to partner
Pick the model that fits your practice.
Full white-label, co-branded delivery, or referral. Mix and match as you scale.
White-label the Compliance OS
Deploy RegReview / InvestPrep / ADScanner under your brand — your logo, your colors, your domain — with FIN Group operating the platform underneath.
$15K–$50K build + monthly hosting
Co-branded delivery
Your consultants use FIN Group's platform to deliver 206(4)-7, 3120/3130, and marketing reviews to your clients. Faster than building your own.
Volume discount on RegReview seats
Referral partner
Refer clients that don't fit your practice (fund admin, marketing scale, BD FINOP work). Earn a recurring share on qualified engagements.
20% Y1 / 10% Y2 revenue share
Why consulting firms partner with us
Faster time-to-revenue
Ship your compliance offering in 30 days instead of 12–18 months building tech.
Regulatory-grade backbone
RegReview, InvestPrep, and ADScanner — the same platforms FIN Group runs enterprise engagements on.
Named backup bench
Our CCOs, FINOPs, and fund-admin analysts back your team on capacity spikes and vacations.
Exam-ready evidence
Every deliverable is timestamped, workpapered, and exportable — your clients pass exams with your brand on the deliverable.
Ideal fit
Who this program is built for.
We're selective on partners so both sides win. If you fit the profile, we'll fast-track a scoping call.
You're a good fit if you're a…
- Compliance consulting firms serving 10+ RIAs, BDs, or private funds
- Fractional CFO / CCO practices adding a compliance line of business
- Law firms with a securities regulatory practice wanting workflow tech
- Accounting firms serving investment advisers or private fund clients
- Managed services firms adding regulated financial services verticals
Partner FAQ
Do we keep our client relationships?
Yes. In white-label and co-branded tracks, the client contract is between you and your client. FIN Group's role stays behind the curtain unless you introduce us.
Can we buy the platform outright?
No — the platforms are licensed, not sold. White-label deployments include the full feature set, your branding, and ongoing platform updates.
What's the commitment?
White-label: 24-month minimum. Co-branded / referral: no minimum on the partnership itself, but individual client engagements run 12 months.
How do commissions work for referrals?
20% of recognized revenue in Year 1, 10% in Year 2, paid quarterly after collection. See the partner one-pager for full terms.
Do you compete with us?
We do direct compliance consulting. In your target segment and geography we're happy to sign a mutual non-solicit inside the partnership agreement.