What ClientReferrals.com does

ClientReferrals.com Inc. is a privately-held B2B intermediary founded in 1997 and headquartered in Montreal (legal domicile Panama) that exclusively serves immigration professionals, RCBI firms, Authorized Agents, and International Marketing Agents rather than end consumers. The company creates, curates, and manages citizenship-by-investment and residency-by-investment programs across at least seven jurisdictions — Nauru, Antigua & Barbuda, St. Kitts & Nevis, Quebec IIP, Ontario OINP, Canada Start-Up Visa, and the US EB-5 — and supplements these with vetted real estate projects (Le Sherbrooke in Montreal and River & Fifth in Toronto with Broccolini), wealth management services delivered through Sherbrooke Street Capital, and private lending for property purchases in Ontario and Quebec. It also serves as Public Benefactor for St. Kitts & Nevis public-benefit projects covering affordable housing and the Basseterre High School redevelopment.

The underlying platform is a web-based member portal that allows approved immigration practitioners to browse programs, refer high-net-worth clients, and view commission details, with case processing teams located in Canada, Antigua & Barbuda, St. Kitts & Nevis, the Middle East, and China. Revenue is generated through marketing fees collected from Product Partners on each concluded transaction (a model distinct from the referral commissions paid out to the referring members), with stated scale of 15,000+ families assisted and $14B+ in investment capital raised since inception. Distribution is exclusively indirect: the firm relies on its partner network, industry conferences (CIS25/CIS26 as Diamond sponsor, Investment Migration Forum, IMI Connect), webinars, newsletters, and content marketing, with no direct-to-consumer solicitation. Key regulatory assets include Licensed Agent status with the Antigua & Barbuda CIP (since 2014) and Approved Public Benefactor designation with the St. Kitts & Nevis CIU, which together anchor the company's position in the Caribbean citizenship-by-investment channel.

Name

ClientReferrals.com

Legal name

ClientReferrals.com Inc.

Website

https://clientreferrals.com

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

1–10 employees

Short description

ClientReferrals.com is a privately-held, Montreal-based B2B intermediary founded in 1997 that exclusively serves immigration professionals and RCBI firms with curated citizenship-by-investment and residency-by-investment programs, vetted real estate projects, wealth management, and private lending services.

Ownership category

akta.pro rank

Product category

Investment Migration Services

akta.pro primary industry

Global Mobility & Cross-Border Tax/Immigration Advisory (THACAKAG)

akta.pro secondary industries

Corporate Visa, Immigration & Compliance Travel Services (THAKACAJ), Immigration Case Management Platforms & Document Workflow (THACAKAD)

Keywords

• Citizenship by investment
• Residency by investment
• Immigrant investor programs
• Investment migration services
• Wealth management advisory

Headquarters

HQ city

Montréal

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Referral Commissions: Members receive commissions for transactions concluded between referred Clients and Product Partners. Commission amounts are disclosed on the platform at the time of referral. ClientReferrals earns a marketing fee directly from Product Partners.
2. Marketing Fee: ClientReferrals earns a marketing fee in connection with each concluded transaction, obtained directly from Product Partners. This fee is separate from the Member Commission.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels8 records

Core offering

ClientReferrals.com creates, identifies, and manages citizenship-by-investment and residency-by-investment programs across multiple jurisdictions (Nauru, Antigua & Barbuda, St. Kitts & Nevis, Quebec IIP, Ontario OINP, Canada Start-Up Visa, USA EB-5) for a global network of immigration professionals. The firm also distributes real estate, wealth management, and private lending products to those same partners through a web-based referral portal, earning a marketing fee from Product Partners on each concluded transaction.

Product overview

ClientReferrals.com is a B2B service provider exclusively serving immigration professionals since 1997, offering a comprehensive suite of investment migration programs and related services. The portfolio includes five core product categories: Investment Migration (citizenship by investment programs across 7+ jurisdictions including Nauru, Antigua & Barbuda, St. Kitts & Nevis, Canada via Quebec IIP/Ontario OINP/SUV, and USA EB-5); Real Estate (premium projects like Le Sherbrooke and River & Fifth developed with Broccolini); Wealth Management (portfolio management via Sherbrooke Street Capital); Private Lending (home financing solutions); and Government Advisory (supporting national and regional governments). The company also manages Public Benefit Options in St. Kitts & Nevis for affordable housing and education infrastructure, and cultural initiatives like the Dr. Mason Miller film project. All offerings target immigration professionals who serve high net worth clientele seeking residency and citizenship by investment.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Migration Programs Curated suite of citizenship-by-investment and residency-by-investment programs across multiple jurisdictions, offered exclusively to Member immigration professionals for promotion to their high-net-worth clientele.
• Real Estate Investment Opportunities Real estate investment opportunities developed in partnership with experienced and trustworthy developers, tied to immigration programs and offered to immigration professionals for their high-net-worth clients.
• Wealth Management Services Portfolio management services for high-net-worth individuals around the globe, delivered in partnership with Sherbrooke Street Capital, including investment advisory, alternative investments analysis, and currency conversion.
• Private Lending / Home Financing Asset-backed financing solutions for home buyers and real estate investors in Ontario and Quebec, offering interest-only payment terms, competitive rates, and a 40% down payment requirement.
• Government Advisory Advisory services for national and regional governments related to the design, promotion, and processing of immigrant investor programs.
• Nauru Economic & Climate Resilience Citizenship Program Citizenship by investment program offering a pathway to citizenship through a USD105,000-115,000 contribution to Nauru's Treasury Fund, available to Member immigration professionals for their high-net-worth clients.
• Antigua & Barbuda Citizenship by Investment Citizenship by investment program with pathways via a USD230,000-260,000 NDF contribution, USD300,000+ government-approved real estate (5-year hold), or USD1,500,000+ business investment. ClientReferrals is the official promoter of the NDF Contribution Option.
• St. Kitts & Nevis Citizenship by Substantial Investment Citizenship by investment program with a USD250,000 minimum SISC contribution, USD325,000+ real estate option, or USD250,000 Public Benefit Option; CIU decision within 120 days with no residency requirement.
• Quebec Immigrant Investor Program Canada's only passive investment immigration program, allowing applicants to make a CAD$1,000,000 investment (financing available) with a CAD$2,000,000 net worth requirement, management experience, and French language requirement for permanent selection.
• Ontario OINP Entrepreneur Stream Immigration program for entrepreneurs interested in starting or acquiring and actively managing a business in Ontario, with minimum investment thresholds varying between the Greater Toronto Area and other regions (CAD$600,000 GTA / CAD$200,000 outside GTA).
• Canada Start-Up Visa (SUV) Program designed to attract entrepreneurs with innovative business ideas that can create jobs and compete globally, connecting applicants with designated Canadian venture capital funds, angel investor groups, and business incubators that issue a letter of support.
• USA EB-5 Immigrant Investor Program U.S. immigration program created in 1990 to stimulate the economy through job creation and foreign direct investment, allowing a USD800,000 minimum investment through Regional Centers with the requirement to demonstrate 10 jobs created or preserved.
• Le Sherbrooke (Real Estate Project) Luxury residential development on Sherbrooke Street West in Montreal, developed in partnership with Broccolini, featuring Art Nouveau-inspired architecture with premium amenities.
• River & Fifth (Real Estate Project) Modern 37-storey residential tower in Toronto's Corktown neighbourhood, developed in partnership with Broccolini, combining urban and natural settings.
• Public Benefit Option - National Housing Corporation (St. Kitts & Nevis) Citizenship by investment option funding affordable housing development for local families in St. Kitts & Nevis through the CR-NHC Public Benefit Option; ClientReferrals is the designated Approved Public Benefactor raising funds and channeling applicants.
• Public Benefit Option - Basseterre High School (St. Kitts & Nevis) Citizenship by investment option funding the reconstruction of Basseterre High School as a modern educational campus, with ClientReferrals serving as the designated Public Benefactor working with the Citizenship Unit and Government of St. Kitts & Nevis.

Quantifiable outcome

• 15,000+ families helped through investment migration programs
• +4 more outcomes

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Nine partnerships are on record, tiered core and secondary.

• National Housing Corporation (NHC) - St. Kitts & NeviscoreStrategic or Co-development Partner · 1 June 2025CR-NHC Public Benefit Option partnership to build 100-150 affordable homes for citizens of St. Kitts & Nevis through the Citizenship by Investment Program. NHC is a statutory organization created by Parliament in 1997 to improve access to home ownership.
• Sherbrooke Street Capital (SSC)coreStrategic or Co-development PartnerPartnership with SSC for Quebec Immigrant Investor Program and Wealth Management services. SSC is a full-service independent investment dealer and leading financial intermediary for QIIP, providing training, sales support, file reviews, interview preparation, and after-landing services.
• Sherbrooke Street Capital Inc.coreStrategic or Co-development PartnerFull service independent investment dealer and leading financial intermediary for Quebec Immigrant Investor Program. Offers unparalleled support to immigration practitioners and their clients including training, sales support, file reviews, and after-landing services.
• Citizenship Unit (CIU) - St. Kitts & NeviscoreStrategic or Co-development PartnerGovernment partnership for processing citizenship applications, project oversight, and Public Benefit Option administration. CIU oversees and monitors NHC's work and disburses funds to NHC.
• BroccolinisecondaryStrategic or Co-development PartnerReal estate developer partner for Le Sherbrooke and River & Fifth projects. Broccolini has 70+ years of experience delivering value to buyers, with projects in Montreal and Toronto.
• Antigua & Barbuda Citizenship by Investment ProgrammecoreStrategic or Co-development PartnerOfficial promoter of the NDF Contribution Option and exclusive access to government-approved real estate projects. Leading contributor to both National Development Fund and University of the West Indies Fund since 2014.
• Government of St. Kitts & NeviscoreStrategic or Co-development PartnerGovernment partnership for Public Benefit Options, including National Housing Corporation PBO and Basseterre High School PBO. Partnership demonstrates shared commitment to impact-driven investment and national development.
• Dr. Mason Miller Film ProductionsecondaryStrategic or Co-development PartnerExecutive Producer of feature-length psychological mystery filmed in Antigua & Barbuda. Production features Simon Pegg, Nathalie Emmanuel, Burn Gorman, and Karine Vanasse. Created millions in destination advertising and film industry training for 28 local residents.
• Designated Organizations (VC Funds, Angel Groups, Incubators)coreTechnology or IntegrationFor Canada Start Up Visa Program - venture capital funds, angel investor groups, and business incubators that provide letter of support to applicants.

Scale indicators10 records

Recent moves6 records

Expansion highlights5 records

Market position

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/clientreferrals-com

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

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 ClientReferrals.com