Partner Programme

Add a new revenue stream
to your firm. No extra work required.

Your corporate clients have cash sitting idle. You can see it in their accounts every year. The Elevare Partner Programme gives you a simple way to act on it — and earn from every review you introduce.

Register Your Firm →
50%
Of our review fee goes to your firm
35+
Global banks we benchmark simultaneously
0
Investment advice required from your firm
100%
Refund if we cannot improve their returns
How It Works

Simple for your firm.
Valuable for your clients.

Four steps. You are involved in only the first one.

01
You identify the client
During your normal work — year-end accounts, tax planning, dividend discussions — you see clients with cash sitting in accounts earning very little. Any corporate client with €250,000 or more in accessible cash is a candidate. You already know who they are. When you see €250,000 on the account — now you know what to do.
02
You make the introduction
A single sentence is enough. "I work with a specialist who reviews how corporate cash is invested and finds better options — would you like an introduction?" You pass us their name and contact. We handle everything from there. We will write the introduction email for you if that helps.
03
We run the full review
Elevare runs the Cash Optimisation Review end to end. We ask the questions, understand what the client needs the money to do, run a competitive process across 35+ global institutions, and present the best available solutions. The client pays the review fee directly to Elevare on the initial call.
04
Your firm receives 50% of our fee
As soon as the review fee is paid, 50% of our fee is transferred to your firm. No invoicing delay. No waiting for implementation. The moment the client pays — you earn. Clear, documented, agreed upfront. No ambiguity. Additional fees may apply on implementation — these are explained as part of the process and depend on the solution chosen.
What Your Firm Earns

Clear pricing.
Simple splits.

Every Cash Optimisation Review has a fixed fee based on the client's cash position. Your firm receives exactly 50% of our fee — every time. Additional implementation fees may apply depending on the solution chosen and will be explained during the process.

Standard
Corporate cash up to €2M / $2M / £2M
Review fee: €2,000 / $2,000 / £2,000
Your firm receives 50%
€1,000 / $1,000 / £1,000
Significant
Corporate cash above €2M / $2M / £2M
Review fee: €5,000 / $5,000 / £5,000
Your firm receives 50%
€2,500 / $2,500 / £2,500
✓

The guarantee — protects every client you introduce

If the review cannot identify improvements that recover the fee within 12 months, Elevare refunds it in full. No questions asked. You can introduce this service with complete confidence — there is no scenario where your client loses money on the review itself.

Why Accounting and Tax Firms Join

You already have
everything you need.

You already see your clients' accounts. You already have the relationship. You already know which clients have cash sitting idle. The only thing missing was a structured, credible service to offer them.

📈
You do not give investment advice
Your role is a pure introduction. All analysis, guidance, and client communication is handled by Elevare. You remain entirely within your existing remit. No regulatory burden. No compliance overhead.
👥
You retain the client relationship
Elevare operates as a specialist behind you — not instead of you. The client remains yours throughout. You add genuine value to a relationship you already have without handing the client over to anyone.
💬
The conversation is natural
When you see €250,000 sitting in a current account at year-end, you already want to say something. Now you have something specific to say — and you earn from saying it. Five words is all it takes: "Have you optimised your cash?"
✅
The guarantee removes all client risk
Because Elevare offers a full refund if the review cannot identify sufficient improvements, you are never in the position of having introduced a client to something that did not deliver. Your reputation is completely protected.
💰
Every penny earned is pure profit
No new staff. No new infrastructure. No new capability to build. Every pound, euro, or dollar your firm earns through Elevare introductions goes straight to your bottom line. You work out what that means for your firm — but it is profit that did not exist before. You can embed us across your entire firm or start with individual introductions — it is entirely up to you.
🚀
It grows with your client base
From experience, once firms get started with their first introduction, there are often tens — sometimes hundreds — of clients that benefit. The more corporate clients you have, the greater the potential. This also helps to elevate the status of your firm and positions you at an institutional level that assists in acquiring larger clients.
What This Looks Like in Practice

The opportunity
in plain numbers.

How it works for your firm
You earn a fee from every review. The client only pays if we identify improvements that justify it — and gets a full refund if we cannot.
You earn from every review introduced — 50% of our fee, paid the moment the client pays us
Potential additional fees on implementation — explained individually as part of the process, depending on the solution
The more clients you introduce, the more your firm earns — from experience, once firms get started, the number of relevant clients is often far larger than expected
Clients who get results refer others — helping the client achieve tens or even hundreds of thousands in additional income increases engagement, referrals, and loyalty to your firm
Your firm is the one that made it happen — the firm that had the good sense to introduce a service that generated significant financial improvement for their clients is remembered. This leads to more referrals, deeper engagement, and a stronger practice.
Register Your Firm

Start introducing
within 48 hours.

Once registered, we will be in touch within 24 hours to schedule a 20-minute strategy call to walk through how it works for your specific client base and answer any questions.

Register your firm today

No minimum commitment. No cost to your firm. No obligation beyond the first conversation.

Registration received.

We will be in touch within 24 hours to confirm your registration and schedule your 20-minute strategy call.

Or book your strategy call directly: Book here →

No minimum commitment. No cost to your firm. We respond within 24 hours. 50% of our review fee paid to your firm on every completed review. Full refund guarantee protects every client you introduce. Additional implementation fees explained individually as part of the process.