Wealth First Inc. · Franchise Program
Launch your own white-label
funding consultancy.
Your brand. Your clients. Your revenue. Everything a serious partner needs to operate a business-funding consultancy under their own banner — backed by the WEALTH FIRST INC. AI engine, fiduciary frameworks, and lender network.
Your brand, our engine
Custom domain. White-label palette. Your logo on every report. Our AI does the work — your name takes the credit.
Your clients, your revenue
Set your own prices. Keep 100% of what you earn. We provide the infrastructure; you keep the practice.
Fiduciary-grade frameworks
Reg D, CDFI, SBDC, Reg A+ compliance playbooks baked in. You launch with the depth of an institution.
Compounding probabilities
Risk-management discipline that scales with you — Tier 2 onward. Built so a single bad quarter never ends the practice.
Three Franchise Tiers
Pick the practice you intend to build.
Setup + monthly billing. Upgrade or scale at any time. Flexible payment plans available on Grow-Rich and Enterprise.
Begin the practice.
WealthFirst Starter
Launch your own funding consultancy.
+ $291 / month
Up to 40 active clients
- Full AI Funding Report engine for your clients
- WealthFirst PRO Membership (white-labeled)
- AutoPilot credit-building automation
- Custom domain (yourbrand.com)
- Basic white-label branding
- Unlimited profile-based lender database
- Up to 40 active clients
- Email support · admin dashboard · training library
Scale with conviction.
WealthFirst Grow-Rich
A franchise of probabilities — built to compound.
+ $991 / month
Up to 400 active clients
- Everything in WealthFirst Starter
- Full white-label branding (logo, palette, typography, email)
- Risk-management framework & playbooks
- Capital-preservation scenario modeling
- Priority partner phone & email support
- Quarterly strategy salons with the WFI editorial desk
- Up to 400 active clients
- Annotated trust + entity templates
The whole institution.
WealthFirst Enterprise
No ceiling. Unlimited capacity.
+ $1,991 / month
Unlimited clients
- Everything in WealthFirst Grow-Rich
- Unlimited active clients
- Multi-region / multi-entity routing
- Dedicated partner success manager
- Custom AI report templates (your firm's house style)
- Co-branded private salons & member dinners
- White-glove migration assistance
Grow-Rich · Risk Discipline
A franchise of probabilities.
A systematic process of identifying, assessing, and controlling threats to investment capital — superior risk management designed to ensure that no single event, nor series of events, can produce the catastrophic scenarios or market downturns that prevent further participation in an extreme volatile market.
By treating a franchise as a business of probabilities, risk management allows for consistent execution — even during periods of extreme uncertainty. This is the discipline Grow-Rich is built around. It is the discipline Enterprise inherits.