Partner Services Ecosystem
We've curated trusted partners across key financial services — from retirement providers to business attorneys — so you have the right support to make informed decisions and grow your wealth.
With unmatched reliability and enterprise-grade solutions, ADP makes managing payroll and HR seamless. Its scalability means it grows with your business, while keeping compliance on track.
For more details visit ADP’s website.
Anna Lohrer is a trusted bookkeeping partner helping entrepreneurs simplify finances and reclaim their time.
10% off for the first year
Bookkeeping doesn’t have to be overwhelming. Anna Lohrer works closely with small business owners to keep their finances clear, organized, and stress-free. With decades of real-world experience and a flexible, client-first approach, she helps you get your time back and feel confident in your numbers.
Contact person: Anna Lohrer – Anna@annalohrerbookkeeping.com
Arch Lending is the premier lending platform for digital asset holders. We provide loans starting at 7.25% APR against Bitcoin, Ethereum, Solana, XRP, and tokenized gold (PAXG, XUST).
Arch Lending is the premier lending platform for digital asset holders, providing loans starting at 7.25% APR against Bitcoin, Ethereum, Solana, XRP, and tokenized gold (PAXG, XUST). Loans function as 12-month rolling lines of credit with no prepayment penalty, funded in USDC or USD against client-pledged crypto held in 1:1 segregated custody at Anchorage Digital, the only federally chartered crypto bank in the US.
For tax-advised clients in particular, Arch is well-suited for liquidity planning that avoids a taxable disposition while preserving crypto upside. Borrowers retain full price exposure and can deploy proceeds for further investment, operating capital, or major purchases.
Arch has originated over $500M in loans across 44 states.
Book a call: https://meetings.hubspot.com/klint4
Ascent Equity Group helps high-earning professionals build passive wealth through carefully vetted real estate investments that preserve capital, provide cash flow, and offer tax advantages.
Founded by three physician fathers, we provide expertise and transparency, enabling busy professionals to achieve financial goals without the demands of active management.
For more details, visit Ascent’s Website
Sofer Advisors, LLC specializes in providing dependable quality valuations of closely-held businesses.
Sofer Advisors, LLC specializes in providing dependable quality valuations of closely-held businesses. Our firm strives to bring ‘clarity through insights’ to allow you and your clients to make 6-8 figure decisions with confidence. With the heart of a teacher, the team at Sofer educates and communicates effectively to all relevant stakeholders. We offer expert witness and appraisal/valuation services for litigation, marital dissolution, estate & gift planning or probate, 409A, as well as corporate matters.
contact: david@soferadvisors.com
mobile: 770-776-8852
.png)
Auris is a payroll and HR platform for small and mid-sized businesses, offering compliant payroll, HR solutions, and personalized support.
Book your free consultation today.
https://calendly.com/suzanne-bettendorf/new-meeting?month=2026-07
Email: sbettendorf@auris.io
Phone: 612-963-4933
As a business owner, you deserve more than a help desk and a ticket number. Every Auris client is supported by a dedicated account manager who is compensated to retain and support them, ensuring you have a knowledgeable partner accountable for your experience.
Our point of difference:
One of the things I appreciate most about Auris is that our service model is built around relationships, not transactions. Every client is assigned a dedicated account manager whose success is tied to the success and retention of the clients they support, creating a rare level of accountability in our industry.
What excites me most is that we can impact a business in so many ways beyond payroll. Whether it's identifying overlooked tax credits, reducing compliance risk, improving hiring and onboarding, or creating more efficient systems and processes, our focus is on helping business owners save time, save money, and build with confidence.
Avalara helps businesses automatically calculate and file sales tax, making it easier to stay compliant with tax laws.
It’s a great tool for our tax clients who sell in multiple states or online, saving them time and reducing the risk of mistakes.
For more details visit: Avalara website
Blubooks is a bookkeeping firm that specializes in making E-commerce accounting simple.
10% off for the first year
High transaction volume? Foreign currencies? No problem. We keep it hands-free and cost-effective. No matter where you operate in the world, Blubooks has the expertise to ensure your accounting is as seamless as possible.
Contact person: Andrew Weinhardt - andrew@blubooks.co
W. Bradley Wealth Management specializes in guiding post-exit founders toward a life of purpose and abundance.
Founded by a post-exit founder, the firm offers deep expertise across asset classes with a focus on conscious, values-driven wealth management. For more information,
Contact: Brad Weinberg, MD, CFA at brad@wbradleywm.com. Or visit https://www.blueprinthealth.org/
Bone Fide Wealth is a planning-first wealth management firm that takes the time to understand what drives you, what worries you, and what you're building toward — before ever talking investments. Built for the financial complexity of modern life, they help clients across all generations move toward financial independence on their own terms.
Bone Fide Wealth, LLC, is an SEC registered investment adviser.
contact: douglas@bonefidewealth.com
Brex is an AI-powered spend management. Everything you need to control spend, automate busywork, and earn more
All referrals from Gelt will get 50k bonus Brex points
For more details visit Brex's website
Disaster recovery support services, assisting clients in recovering from floods, fires, hurricanes, and other natural disasters by providing specialist guidance, personalized recovery plans, and connections to quality vendors.
First week of support free, including a call, situation review, and recovery plan
To get started: http://brightharbor.com/get-started
Try clearing your filters or using different keywords. In the meantime, browse other partners to discover their perks
