Domain Money

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.

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

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

• Flat-fee financial planning
• Fiduciary wealth advisory
• Subscription financial coaching
• Equity compensation planning
• White-label wealth management

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. 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

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core 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

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature8 records

Partnerships

One partnership is on record.

• Jeff NeikriecoreOthers · 17 December 2025Jeff 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

Direct 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

• Xx.com/getdomainmoney
• Facebookfacebook.com/domainmoney

Compliance7 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries1 record

Funding overview

Funding rounds1 record

Investors6 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Domain Money