Domain Money
Domain Money is a U.S. subscription financial planning platform offering flat-fee annual memberships with dedicated CFP professionals across investments, taxes, retirement, and equity compensation, plus a white-label WMaaS platform for RIA and broker-dealer partners.
- Company typePrivate
- Founded2021
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Domain Money does
Domain Money, Inc. is a U.S.-based subscription financial planning platform founded in 2021 and headquartered in New York. The company delivers comprehensive, ongoing financial planning through dedicated CERTIFIED FINANCIAL PLANNER (CFP®) professionals sourced from firms including Morgan Stanley, Goldman Sachs, and BlackRock. Its core offering replaces the traditional assets-under-management (AUM) advisory fee with a flat annual membership, available in three tiers: Essential ($2,900-$3,900/year), Strategic ($4,200-$5,200/year), and Comprehensive ($8,000-$9,000/year). All memberships include dual logins for couples or family members, unlimited advisor access, and annual plan updates.
The platform is built around a web-based interactive dashboard that lets clients track financial progress in real time, supported by a suite of nine proprietary financial calculators covering retirement, Roth IRA, 529 college savings, RSU tax, stock option, home affordability, home equity loan, asset allocation, and Roth conversion planning. An educational blog and webinar series covering equity compensation, Roth conversions, tax optimization, and estate planning drive top-of-funnel awareness. Domain Money Advisors, LLC operates as the registered investment advisor subsidiary, providing fiduciary services across investments, taxes, retirement, real estate, cash flow, equity compensation, education savings, insurance, and estate planning. The company also offers a Wealth Management as a Service (WMaaS) white-label platform enabling RIA firms and broker-dealers to deliver Domain Money's planning services under their own brand.
Domain Money generates revenue through recurring subscription memberships and, increasingly, through its WMaaS B2B channel, which has reportedly achieved 200% growth in partner count. Go-to-market is sales-led for the consumer business, anchored by free 30-minute strategy sessions that qualify prospects before conversion. The company has raised $33M in funding from Bessemer Venture Partners, Maveron, RRE Ventures, SV Angel, Torch Capital, and Valor Capital Group. Operations are restricted to U.S. residents. Customer concentration risk is low, with the consumer base distributed across anonymous individual and family subscribers across financial services, technology, professional services, and consulting segments.
Domain Money firmographics
Firmographics- Name
- Domain Money
- Legal name
- Domain Money Inc.
- Website
- https://domainmoney.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Domain Money is a U.S. subscription financial planning platform offering flat-fee annual memberships with dedicated CFP professionals across investments, taxes, retirement, and equity compensation, plus a white-label WMaaS platform for RIA and broker-dealer partners.
- Ownership category
- akta.pro rank
Domain Money industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- High-Net-Worth & Private Wealth Digital Platforms (Digital Private Banking) (FSAGAEAI)
- akta.pro secondary industries
- Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Bill Management & Subscription Management (FSAGADAG)
Keywords
Where Domain Money is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Domain Money business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Flat-Fee Membership Subscriptions: Domain Money generates revenue through annual membership fees for financial planning services. The subscription model includes different plan tiers (Essential, Strategic, Comprehensive) with initial year fees ranging from $3,900 to $9,000 and ongoing yearly costs of $2,900 to $8,000. The model replaces traditional AUM fees, charging flat rates regardless of portfolio size.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Essential Plan - Basic financial planning membership |
| Subscription | Annual | Strategic Plan - Mid-tier comprehensive planning |
| Subscription | Annual | Comprehensive Plan - Full-service financial planning |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
Domain Money product offering
Product offeringCore offering
Domain Money sells flat-fee annual membership subscriptions for comprehensive financial planning delivered by dedicated CERTIFIED FINANCIAL PLANNER® professionals, covering investments, taxes, retirement, real estate, equity compensation, education savings, insurance and estate planning. Memberships are paired with a web-based interactive dashboard and supported by a suite of free financial calculators used for lead generation. The company also licenses a white-label wealth management as a service (WMaaS) platform to RIA firms and broker-dealers so they can deliver Domain Money's planning services under their own brand.
Product overview
Domain Money operates as a subscription-based financial planning platform offering three membership tiers: Essential, Strategic, and Comprehensive plans. The platform centers on a web-based Interactive Dashboard that provides clients with personalized financial plans and ongoing coaching from dedicated CERTIFIED FINANCIAL PLANNER professionals. Supporting the core planning service, Domain Money provides a suite of financial calculators including Retirement, Roth IRA, 529 College Savings, RSU, Stock Option, Home Affordability, Home Equity Loan, Asset Allocation, Roth Conversion, and Cost of Advice calculators. Educational content is delivered through a Webinar Series covering topics like equity compensation tax strategies, retirement planning, and tax optimization. The company also offers white-label wealth management services to partner firms.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Membership (Essential, Strategic, Comprehensive) Annual subscription-based financial planning membership delivered by a dedicated CERTIFIED FINANCIAL PLANNER® professional, covering investments, taxes, retirement, real estate, cash flow, equity compensation, education savings, insurance, and estate planning. Sold directly to US-based individuals and families seeking a fiduciary alternative to AUM-based advisors.
- Wealth Management as a Service (WMaaS) White-Label Platform White-label wealth management platform that allows RIA firms and broker-dealers to offer Domain Money's comprehensive financial planning services under their own brand. Targets financial advisory firms that want to add holistic planning without building the capability in-house.
Quantifiable outcome
- 3% higher net annual investing returns through better investment decisions, proactive tax planning, and behavioral coaching (based on Vanguard Research)
- +3 more outcomes
Companies that use Domain Money
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles3 records
Domain Money technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature8 records
Domain Money partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Jeff NeikriecoreJeff Neikrie appointed as VP of Business Development to lead expansion of the wealth management as a service partner network. Neikrie will drive partnership growth and strategic relationships with RIA firms and broker-dealers seeking to white-label Domain Money's platform.
Scale indicators3 records
Recent moves6 records
Expansion highlights6 records
Domain Money competitors and assessment
Company assessmentDirect peers
- Betterment: Betterment is a leading digital wealth manager with hybrid (robo + human) advisory tiers. Competes with Domain Money for tech-savvy HNW clients seeking lower-cost, technology-led financial planning.
- Wealthfront: Wealthfront provides automated investment management plus cash, savings, and planning features. Competes with Domain Money for younger HNW clients who are comfortable with technology-driven financial advice.
- Wealthsimple: Wealthsimple offers digital investing, saving, and tax/financial planning to mass-affluent and HNW clients with flat and percentage-based fee tiers. Comparable offering structure to Domain Money's tiered membership model.
- Empower (formerly Personal Capital): Empower combines a free personal finance dashboard with paid wealth advisory and planning services for HNW clients. Comparable to Domain Money's interactive dashboard plus dedicated CFP, with a much larger asset base.
- Facet Wealth: Facet Wealth is a flat-fee, CFP-led digital financial planning firm targeting HNW clients without AUM fees. It is the most direct competitor to Domain Money on pricing model, target customer, and service delivery.
- Ellevest: Ellevest provides flat-fee financial planning and wealth management, originally focused on women, now broader. Overlaps directly with Domain Money on subscription-based planning, dedicated advisor access, and digital planning tools.
Emerging players
- XY Planning Network: XY Planning Network is a network of fee-only, flat-fee financial advisors serving Gen X/Y and HNW clients. Comparable flat-fee philosophy and target demographic, though structured as an advisor network rather than a single firm.
- Savvy Wealth: Savvy Wealth is a technology platform serving RIAs and wealth management firms with white-label capabilities. Directly comparable to Domain Money's WMaaS white-label channel and its focus on enabling independent advisors.
Broad incumbents
- Schwab Intelligent Portfolios Premium: Schwab's hybrid advisory product pairs automated portfolios with unlimited CFP access for a flat fee. Comparable tiered pricing model and target HNW segment, but backed by Schwab's brand and balance sheet.
- Vanguard Personal Advisor Services: Vanguard PAS is a hybrid robo-advisory service from Vanguard targeting mass-affluent and HNW investors with low-cost advice plus dedicated advisor access. A broader incumbent offering with significant scale advantage over Domain Money.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Domain Money social profiles
Digital presenceDomain Money compliance and trust
Trust signalCompliance7 records
Domain Money financial estimates
Financial estimateRevenue estimate
Valuation estimate
Domain Money leadership team
Management profileNumber of profiles
Profiles6 records
Domain Money subsidiaries and ownership
Company hierarchySubsidiaries1 record
Domain Money funding detail
Funding detailFunding overview
Funding rounds1 record
Investors6 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Domain Money M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Domain Money
What does Domain Money do?
Domain Money sells flat-fee annual membership subscriptions for comprehensive financial planning delivered by dedicated CERTIFIED FINANCIAL PLANNER® professionals, covering investments, taxes, retirement, real estate, equity compensation, education savings, insurance and estate planning. Memberships are paired with a web-based interactive dashboard and supported by a suite of free financial calculators used for lead generation. The company also licenses a white-label wealth management as a service (WMaaS) platform to RIA firms and broker-dealers so they can deliver Domain Money's planning services under their own brand.
Is Domain Money a public or private company?
Domain Money is a private company. It is classified as venture growth investor backed and is currently operating.
When was Domain Money founded?
Domain Money was founded in 2021. It employs 11 to 50 people.
Where is Domain Money based?
Domain Money is headquartered in New York, United States, in the North America region.
How does Domain Money make money?
One revenue line is on record: flat-Fee Membership Subscriptions.
Who are Domain Money's main competitors?
Direct peers on record are Betterment, Wealthfront, Wealthsimple, Empower (formerly Personal Capital), Facet Wealth and Ellevest. Emerging players are XY Planning Network and Savvy Wealth. Broad incumbents are Schwab Intelligent Portfolios Premium and Vanguard Personal Advisor Services.
Does Domain Money have an API?
No public API is recorded for Domain Money.
What industry is Domain Money in?
Domain Money's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAGAEAI, High-Net-Worth & Private Wealth Digital Platforms (Digital Private Banking), with a secondary code of FSAAABAE, Private Wealth Planning (Tax, Estate & Succession). Its NAICS code is 523940 and its SIC code is 6211.