Organizations & partners
Fund veteran financial navigation at scale
Finance.vet is veteran financial care infrastructure: an AI-native planning platform, advocates completely free to veterans, and optional regulated investing through Finance.vet LLC—also partner-funded, with only ETF expense ratios paid by veterans who invest. Partner with us to sponsor cohorts and measure outcomes your stakeholders can trust.
Why partner
Free to veterans. Funded by organizations that serve them.
We partner with veterans service organizations, state departments of veterans affairs, foundations, and employers—anyone funding navigation for the community they serve.
Those partners fund advocate cohorts while Finance.vet delivers the platform, reporting, and care workflow. You extend mission reach without building software from scratch.
Cohort package
Navigation + outcomes per 100 veterans
Partners fund advocates and CFP planning bench hours — not software seats. Veterans get the same four-lane story as our public site: from survival to stewardship, with human help that scales because you sponsor it.
Per 100 veterans · 90 days
- Advocate FTE
- 1
- Advocate hours budget
- 480h
- CFP bench hours
- 40h
- Plan reviews (typical)
- ~15
Smaller pilot (50 veterans)
- Advocate FTE
- 0.5
- Advocate hours budget
- 240h
- CFP bench hours
- 20h
- 1 advocate FTE per 100 veterans (50–100 caseload target)
- 40 CFP planning bench hours per 100 veterans per 90-day cohort
- ~15 credentialed plan reviews per 100 veterans (auto-escalation + requests)
- Outcomes scorecard: escalation rate, review completion, gap closure
90-day pilot
A typical sponsored cohort
Scope
50–100 veterans · 1 advocate FTE · 90 days · fixed program fee (scoped to your population and reporting needs)
Outcomes we report
- Cohort activation and time-to-first sign-in
- Veterans with a defined baseline plan (documented criteria)
- SSA/VA connection rate and data freshness
- Projection-ready rate and retirement gap documented
- CFP escalation rate (complex cases reaching credentialed review)
- CFP review completion within SLA
- Priority gap closure (survivor, retirement, and insurance action items)
- Priority action items and advocate task completion
- Survivor and life-insurance gaps identified and resolved
- 90-day engagement and optional cohort satisfaction survey
Baseline plan and scorecard definitions provided in the program outline.
What Finance.vet provides
- Finance.vet planning platform with veteran-native benefits semantics
- Advocates (completely free to veterans in funded cohorts)
- CFP planning bench for complex survivor, retirement, and household cases
- Cash, brokerage, and Roth IRA accounts through Altruist (when enrollment is open)
- Investment advisory through Finance.vet LLC (no advisory fees to veterans in funded cohorts)
- Caseload workflow: shared tasks, follow-ups, and call notes
- Outcomes reporting for your program team and annual review
What we need from you
- Outreach to eligible veterans (post, department, or program list)
- Trust and eligibility criteria for the cohort
- Funding or introduction to a corporate sponsor for advocate support hours
- Funding or introduction to a sponsor for investment advisory program costs
- Program officer point of contact for a 90-day pilot
Compliance
Built for trust with your legal and program teams
- Advocates are not part of Finance.vet LLC. They help veterans set up their plan in the platform and answer questions for educational purposes only—they do not provide investment advice, open accounts, or recommend securities.
- Complex cases may escalate to a CFP planning bench for credentialed plan review. CFP professionals support advocates; they do not replace day-to-day advocate task work.
- Advocates do not file or appeal VA disability claims (not VA-accredited reps) and are not paid investment commissions.
- Cash, brokerage, and Roth IRA accounts are held at Altruist, a FINRA/SIPC member broker-dealer, through a platform connection when available.
- Finance.vet LLC provides optional SEC-registered investment advisory at no cost to veterans in funded programs. Veterans who invest pay only ETF expense ratios.
- Veteran data stays in private member accounts; pilot reporting uses aggregated and consented metrics.
Start a partnership conversation
Email us with your organization, cohort size, and timeline. We will share a program outline and outcomes scorecard template.
partners@finance.vet