Company Partner Portal

XSite Capital

Company Partnership Stats:

Monthly Accounts: 0

Current Leads:

Marketing Initiatives: Updated consult and landing pages to new look and feel.

Starting Point: 4 Accounts Total

Turbine Capital

Company Partnership Stats:

Monthly Accounts: 0

Current Leads:

Marketing Initiatives: Updated consult and landing pages to new look and feel.

Starting Point: 3 Accounts Total

Techvestor

Company Partnership Stats:

Monthly Accounts: 1 (October)

Current Leads:

Marketing Initiatives: Updated consult and landing pages to new look and feel.

Starting Point: 1 Account total

Strategic Wealth Preservation

Company Partnership Stats:

Monthly Accounts: 2 (October)

Current Leads:

Marketing Initiatives: Updated consult and landing pages to new look and feel.

Starting Point: 42 Accounts Total

St. Joseph Partners

Company Partnership Stats:

Monthly Accounts: 4 (October)

Current Leads:

Marketing Initiatives: Updated consult and landing pages to new look and feel.

Starting Point: 130 Accounts Total

Select Wealth Advisors

Company Partnership Stats:

Monthly Accounts: 0

Current Leads:

Marketing Initiatives:

Starting Point: 3 Accounts Total

SDIRA Wealth

Company Partnership Stats:

Monthly Accounts: 0

Current Leads:

Marketing Initiatives: Updated consult and landing pages to new look and feel.

Starting Point: 6 Accounts Total

Phoenix Capital Group

Company Partnership Stats:

Monthly Accounts: 2 (October)

Current Leads:

Marketing Initiatives: Updated consult and landing pages to new look and feel.

Starting Point: 177 Accounts Total

Paradyme

Company Partnership Stats:

Monthly Accounts: 0

Current Leads:

Marketing Initiatives: Updated consult and landing pages to new look and feel.

Starting Point: 9 Accounts Total

Island Project

Company Partnership Stats:

Monthly Accounts: 4 (October)

Current Leads:

Marketing Initiatives: Created landing and consult page.

Starting Point: 16 Accounts Total

Ignite Funding

Company Partnership Stats:

Monthly Accounts: 6 (October)

Current Leads:

Marketing Initiatives: Updated consult and landing pages to new look and feel.

Starting Point: 799 Accounts Total

Eckard Enterprise, LLC

Company Partnership Stats:

Monthly Accounts: 0

Current Leads:

Marketing Initiatives: Updated consult and landing pages to new look and feel.

Starting Point: 4 Account Total