For businesses that serve families

Be there for families at the moments they plan

Families invite the people they trust. Advisors, insurers and local services join ToMyFamily to help them, always with the family's consent.

  • Warm introductions
    Families invite you. No cold outreach.
  • Life-event timing
    New babies, marriages, retirements, goodbyes.
  • Consent first
    You see only what a family chooses to share.

Four ways to partner

Financial advisors

See planning gaps for the families who invite you, and meet their children before the wealth transfer.

  • Client readiness dashboard
  • Life-event alerts
  • Listed in the advisor directory
$99 per advisor per month

Insurers

Offer life, health, pet and home cover when a family adds a baby, a spouse or a home, only to families who opt in.

  • Matched to life events
  • Never sees family documents
  • Results reported per placement
$25–$75 per qualified lead

Funeral homes, attorneys and planners

Funeral homes, cemeteries, estate attorneys, event planners and photo services listed where families look.

  • Directory listing
  • Pre-planning linked to profiles
  • Referral fees on completed work
$99–$299/month or 5–10% referral

Employers

Give Family Plus as a benefit. Employees and their families get organized; HR gets a benefit people use.

  • Bulk memberships
  • Sold through benefits brokers
  • Private: employers see no data
$3–$5 per member per month

How advisors get started

  1. 1A family invites youOr you invite your clients to start their tree.
  2. 2Free advisor viewSee the gaps they chose to share with you.
  3. 330-day trialFull dashboard across all your families.
  4. 4Subscribe$99 a month. Firm-wide plans available.

Talk to our partnerships team

Tell us about your business and we'll set up a short call with the founders.

Or email partners@tomyfamily.com

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