For professional services firms
Give your clients more than one firm can offer
Your clients' needs don't stop where your services do. FirmLinks helps your firm find partner firms for the services you don't provide, so you can meet more of your clients' needs and keep the client.
Free to join. No card required.
Why it matters now
Clients want one advisor they can trust
Clients would rather call one firm they trust than search for several, and consolidation is reshaping the market. Firms that can meet their clients' needs keep them. Firms that can't see clients look elsewhere.
Who uses FirmLinks
Built for firms that partner with other firms
Firms often bring in another firm in their own profession, for a specialty they don't offer or when their team is at capacity. They partner across professions too: an accounting firm brings in a law firm; a wealth manager brings in a tax adviser.
An example
A family business passing to the next generation
A wealth management client wants to hand the family business to their children. You create one engagement with four services, invite firms for the three you'll outsource, and choose the ones you want. You lead the engagement, and the client stays yours.
Why FirmLinks
What it does for your firm
Offer every service your clients need
The resources and expertise of a wider network, under your own name.
Secure partners quickly
See which firms provide each service, best match first, and invite one or more.
Work with firms you trust
Your direct connections, your alliance, and firms they trust.
Grow your revenue as a partner
Firms in your profession and others invite you to partner on their client engagements. Joining is free.
Be your client's first and only call.
Setup takes ten to fifteen minutes. Pick your service lines, and let AI read your website to suggest your services.