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
© 2026 Promise financial, Inc.
Promissory is not a law firm and does not offer legal, tax, or financial advice. All information provided is general in nature and is intended for informational purposes only. For advice specific to your situation, please consult a qualified attorney.