Free registration until June 2026

Grow your practice with India's families

Join the Lineage Money advisor marketplace. Connect with families who need professional guidance for wealth management, tax planning, succession, and estate planning. No cold calls — only qualified, ready-to-engage families.

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Why advisors choose Lineage Money

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Qualified Family Leads

Connect with families actively seeking professional guidance for wealth management, tax planning, and succession.

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Credential Verification

Your SEBI, ICAI, or IRDAI credentials are verified and displayed prominently. Families trust verified advisors.

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Practice Dashboard

Manage your client families, track engagements, generate reports, and grow your practice from one platform.

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Revenue Opportunities

Earn through consultations, ongoing advisory mandates, and financial planning engagements. Set your own fees.

Who can register?

SEBI-registered Investment Advisors (RIA)
ICAI-certified Chartered Accountants (CA)
IRDAI-licensed Insurance Advisors
AMFI-registered Mutual Fund Distributors
Certified Financial Planners (CFP)
Estate Planning Attorneys

⏰ Tax Filing Season is Coming (July–September 2026)

Families will be looking for CAs and tax advisors. Register now and be ready when the rush begins. Early advisors get priority placement in search results.

Secure Your Spot →

Frequently Asked Questions

Who can register as an advisor?
We accept SEBI-registered investment advisors, ICAI-certified Chartered Accountants, IRDAI-licensed insurance agents, AMFI-registered mutual fund distributors, Certified Financial Planners (CFP), and estate planning attorneys. All credentials are verified before your profile goes live.
Is there a fee to register?
Registration is free during our launch period (until June 2026). After that, we'll offer tiered plans based on practice size and features needed. Early registrants get lifetime benefits.
How does client matching work?
Families search for advisors by location, specialization, language, and fee range. When a family sends a consultation request, you receive it in your dashboard and can accept or decline. No cold calling — only warm, qualified leads.
What about data privacy for my clients?
You only see data that families explicitly share with you. All documents are encrypted end-to-end. Client data is isolated per family — even we can't access it. You control your practice, we provide the infrastructure.
When does the marketplace launch?
The advisor marketplace launches alongside the platform in March 2026. Register now to secure your profile, get early access to the advisor dashboard, and be among the first advisors that families see.