Partner with DynasticAI

Bring the family office to your people.

Your institution pays one annual license. Every person you serve receives the full Comprehensive family vault free, for the life of the license. You see participation and progress in aggregate. You never see inside a family's vault.

Universities, nonprofits, affinity groups, and employers. Grant-funded deployments supported.

How the partnership works

Five steps from first conversation to launch.

1

Request a proposal

Tell us about your organization and the people you serve using the form below. It takes about three minutes.

2

We verify and scope it together

Our partnerships team reviews every proposal personally. We confirm fit, walk through a live demonstration, and scope your license. You hear from us within 3 business days.

3

Sign electronically

Your scoped agreement arrives for electronic signature through PandaDoc. No printing, no scanning, no mail.

4

Pay by ACH invoice

Upon signature you receive an ACH invoice through Mercury, our bank. We intentionally do not run partnership payments through card checkout, so no card fees are passed to your program budget.

5

Launch co-branded within 30 days

Your people see your name and accent color alongside the DynasticAI experience. Your community launches within 30 days of signing.

Pricing transparency

One license. Your whole community covered.

$15,000 annual base

Includes your first 1,000 active constituents. Beyond that, pricing steps down in volume bands of $6, then $4, then $2.50 per active constituent per year, so the benefit gets more affordable as your program grows. Deployments above $250,000 move into a grant-funded band, typically $250,000 to $2,000,000, scoped case by case.

Your people pay nothing

Every covered constituent receives Comprehensive access free for the life of the license, with the option to continue on an individual plan if the license is not renewed. Financial literacy programming is available in two forms, an online curriculum and live virtual teaching, each priced separately and scoped in your proposal.

Estimate your annual investment

 

Estimate only; your proposal will confirm exact pricing. The band cutoffs used here, $6 for constituents 1,001 to 10,000, $4 for 10,001 to 50,000, and $2.50 above 50,000, are illustrative. Deployments above $250,000 are scoped individually in our grant-funded band.

Many partners fund the license through federal or foundation grants. We support that application with documentation, and grant-funded deployments from $250,000 to $2,000,000 are a real and welcome path.

Co-branded, not white-labeled

Your name beside ours.

Your institution's lockup and accent color appear throughout your community's experience, and the DynasticAI base brand stays. Your people know who sponsored the benefit, and they know who protects the vault.

Request a proposal

Start the conversation.

Tell us about your organization. Our partnerships team reviews every proposal personally, and you will hear from us within 3 business days.

Prefer email? Write to office@dynasticai.com.