Join Our Affiliate Program

Your clients count on you to provide them with comprehensive support. By becoming one of our affiliate partners, you’ll add bespoke wealth management to your toolkit.

Naviter Wealth is a private and independent wealth management firm committed to helping our clients navigate their financial journey—providing best-in-class resources to build and preserve their legacy.

Our affiliate program may not be like others you’ve seen in the industry. In return for utilizing your network to introduce us to qualified potential clients, we will share 25% of any future revenue generated from that relationship with you in perpetuity.

Our affiliate partners tend to be:

  • M&A firms
  • Private equity managers
  • Transaction attorneys
  • Accountants/accounting firms
  • RIAs focused on retail clients

If you regularly work closely with individuals or families with investable assets of $10MM+, we’d love to have a conversation.

We work with partners who can provide introductions on a recurring basis and are permitted to receive referrals according to SEC and state regulations. To learn more about how our program works and the robust resources we provide to our partners, please fill out this form.

Let’s discuss how Naviter can help guide your financial journey.

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