Become a Vestr Partner

    Earn Commissions Helping Businesses Get Funded

    Join our partner network and start referring your clients to funding solutions. Create custom intake links, track your deals, and earn commissions on every funded application.

    See how it works ↓

    1,000+

    Business Owners Served

    $50M+

    Total Funding Facilitated

    7

    Product Categories

    48hrs

    Average Time to First Offer

    Who Can Partner With Us

    Built for Referral Partners & Brokers

    Whether you're an accountant, insurance agent, consultant, or independent broker. our platform gives you the tools to refer clients and earn commissions.

    Accountants & CPAs

    Refer your clients to funding solutions and earn commissions on every closed deal. Help your clients access working capital, tax credit buyouts, and more.

    • Earn recurring referral commissions
    • White-labeled client experience
    • Dedicated partner support
    • Real-time deal tracking dashboard
    🔥 Massive Cross-Sell Opportunity

    Insurance Agencies

    The cross-sell potential for annuity and advanced markets agents is INSANE. Becoming a Business Funding Specialist on top of your existing expertise will solidify your book of business and create relationships that out-weigh any wealth accumulated from policy sales alone. Once a business owner trusts you with their capital, the door to their retirement, key-person, and estate planning swings wide open.

    • We provide certifications & training (Business Funding Specialist)
    • Access to our marketing campaigns & creative assets
    • Co-invest in our proven, high-ROI paid ad campaigns
    • Deepen client relationships → unlock annuity & advanced market sales
    • Recurring commissions on funded deals + lifetime book value

    Business Consultants

    Help your clients secure funding while earning commissions. Our platform gives you all the tools to manage leads, track applications, and close deals.

    • Custom branded intake links
    • Real-time application tracking
    • Automated commission splits
    • Dedicated partner dashboard

    Independent Brokers

    Access our full suite of financial products and send qualified applicants directly to our vendor network. Track every deal from link to funding.

    • Multiple product categories
    • Pre-qualified vendor network
    • Pipeline management tools
    • Competitive commission rates
    The Platform Advantage

    Direct Access to $50B+ in Capital

    As a Vestr partner, you don't just get a referral link — you get a seat at the table with the institutions that actually fund deals.

    Family Offices

    Direct lines to family offices deploying patient capital.

    Banks & Lenders

    Tier-1 banks and specialty lenders ready to underwrite.

    Venture Capital

    VC firms actively writing checks for growth-stage clients.

    Private Equity

    PE firms looking for acquisition and growth opportunities.

    Certifications & Training

    Earn the Business Funding Specialist designation through our structured certification program — fully provided.

    Marketing Campaigns

    Plug into our proven marketing engine — creative, copy, funnels and email sequences ready to deploy.

    Co-Invest in Paid Ads

    Buy into our already highly successful paid ad campaigns and get a steady flow of warm, qualified leads.

    Getting Started

    Start Earning in 3 Steps

    Our streamlined process gets you from sign-up to sending your first client link in minutes.

    01

    Apply to Become a Partner

    Complete a quick application. Our team reviews your credentials and approves qualified partners within 24 hours.

    02

    Create Intake Links & Send to Clients

    Generate personalized intake links for your clients. Track views, applications, and deal progress in real time from your partner dashboard.

    03

    Earn Commissions on Funded Deals

    When your clients get funded, you earn commissions. Track your payouts, manage your pipeline, and grow your referral business.

    Why Partner With Vestr

    Your Sales Dashboard, Built In

    Custom Intake Links

    Create personalized links for each prospect with pre-filled info and eligibility checks.

    Pipeline Dashboard

    Track every deal from link creation to funding completion in real time.

    Pre-Qualified Vendors

    Your clients get offers from our vetted network of lenders and capital providers.

    Commission Tracking

    See your earned commissions, pending payouts, and team splits all in one place.

    Multi-Product Access

    Refer clients for working capital, ERC buyouts, merchant loans, benefits, and more.

    Grow Your Revenue

    Add a new revenue stream without changing your core business. We handle the rest.

    Ready to Start Earning?

    Tap below to share your details — one of our team members will be in touch to see if it's a good fit.