Let's build the
future together.
Join a network of industry leaders. We collaborate with banks, fintechs, and educators to democratize wealth management.
Verified Partner
Access Granted
Ways we can
collaborate.
We tailor our partnerships to create mutual value. Choose how you want to work with us.
Strategic Referrals
We can refer people to your products or services when they fit investor needs, driving high-intent traffic to your business.
Education & Training
We can help train your staff or community members to become more intentional investors through workshops and courses.
Market Intelligence
We can deliver strong market insights and research tailored to your organization, helping you make data-backed decisions.
Custom Collaboration
We can work with you in any other way that aligns with your goals and ours. Let's build something unique together.
Powering the future
together.
We collaborate with world-class financial institutions, regulators, and technology providers to ensure your assets are safe and liquid.
Global Banking Network
Direct integrations with Tier-1 banks across 3 continents ensure that your deposits are held in insured, segregated accounts.
Tech Integrations
Real-time APIs with NGX, Polygon.io, and DriveWealth.
Compliance First
We work directly with regulators (SEC, FINRA) to ensure compliance.
Become a Partner
Building something amazing in fintech? Join our partner ecosystem to access our APIs, data, and customer base.
Frequently
asked
questions
Key details about partnership types, proposal requirements, and collaboration flow with Assessworth.
We support strategic referrals, education and training programs, market intelligence collaborations, and custom partnership models aligned with investor outcomes.