Promissory for advisors

Win the founder relationship before they exit.

QSBS planning is the most important pre-liquidity strategy for venture-backed founders. Promissory gives RIAs, tax advisors, and corporate attorneys the framework to structure QSBS trusts.
Become a Partner Advisor
Why it matters

Be the advisor who was there before liquidity.

Founders form their wealth relationships before liquidity. Our founders average $5M+ in projected tax savings when structured appropriately. This isn’t incremental planning. It’s relationship-defining.
Become a Partner Advisor
More exclusions, more savings
Multiply §1202 capital gains exclusions
Turn equity into managed assets
Founders become long-term clients
Structure now, manage later
Create $10M+ per trust in post-exit AUM
One client, many doors
Unlock intros to a founder’s network

Led by you. Powered by Promissory.

You guide the planning conversation using our QSBS calculators, structured frameworks, and founder-ready materials. Track everything through your custom dashboard where you can onboard clients, monitor progress, and maintain full visibility.

Behind the scenes, Promissory coordinates:
Trust drafting
Gift & estate valuation
Attorney review
Tax reporting workflows
Nevada-based professional trust custody
Become a Partner Advisor
Built for expansion

This isn’t a referral model. It’s a revenue strategy.

Traditional estate attorneys often charge $30K–$60K+ for complex QSBS structures. Promissory delivers speed, flexibility, and defensibility while preserving your role as a strategic advisor.

As a Partner Advisor with Promissory:
You access exclusive wholesale rates
You control client pricing
You position yourself as Investment Advisor inside the trust
You retain long-term AUM post-exit
Become a Partner Advisor

Become a Partner Advisor.

If you serve founders — or want to — schedule a call to explore a partnership. We’ll walk you through the platform, economics, and fit for your practice.
Become a Partner Advisor