IFA and Wealth Manager Sponsors

Bring practical family finance education into your client relationships.

FamFi gives independent financial advisors and wealth managers a modern way to support families as kids, teens, and college students learn real-world money habits. Sponsor partners can pair trusted planning guidance with a day-to-day app families use between meetings.

Who it fits

RIAs, IFAs, family-office teams, wealth managers, and advisory practices that serve parents with emerging adults.

Why it matters

Families need financial confidence at home, not only polished planning conversations in the conference room.

Sponsor program overview

Simple sponsor terms for advisory firms, IFAs, wealth managers, and associations.

  • Cost: $3.99 per month sponsored license per family or $48.00 per year.
  • Minimum grant: 25 sponsored licenses per program signup.
  • Term: Sponsor grants default to one year from the selected start date.
  • Fulfillment: FamFi generates a unique code and provides it to the sponsor. The client downloads the FamFi app and uses the sponsor code during onboarding to bypass the payment screen.
  • Reporting: Sponsor receives a monthly program report from FamFi.

The value proposition for advisory sponsors

FamFi helps sponsors move from abstract advice to applied family behavior. Advisors can reinforce core planning themes with an app that parents and kids use in the flow of real spending, saving, and budgeting decisions.

Deeper family engagement

Give clients a natural reason to include spouses, teens, and college students in practical money conversations.

Financial literacy in action

Turn lessons about budgeting, spending discipline, and independence into everyday family routines.

Next-generation relevance

Meet younger family members in the digital money environment they already understand.

Compliance-aware positioning

Present FamFi as a family finance education and budgeting resource, not as tax, legal, or investment advice.

Sponsor Roster

Participating IFA and wealth manager sponsors

White paper summary

FamFi's white paper explains how the shift from cash to frictionless digital money has weakened the natural feedback loops kids once had when spending. It connects behavioral science, generational payment trends, and family finance outcomes to show why Gen Alpha needs earlier, more practical money guidance. The paper closes with interventions for parents, educators, and fintech builders who want to restore awareness, structure, and independence.

Read the white paper

Founder story

FamFi began when its founders saw the same money problem inside their own family that millions of parents face: kids were growing up with digital payments but without enough practical guidance. The story explains how Tom, Natalie, and Greg turned that parent-level frustration into a purpose-built family finance app. For sponsors, it is the clearest view of why FamFi exists and why the product is built around real household behavior.

Read the founder story

Ready to sponsor FamFi for your clients?

Submit your practice details and program preferences so FamFi can follow up with onboarding, sponsor materials, and next steps.