Domain Money
“Can a flat-fee CFP advisory model bundled with integrated banking and investing become the default personal financial OS for mass-affluent consumers?”
HQUnited States
FoundersAdam Dell
IndustryFintech / Investment
The story
Domain Money launched as a consumer fintech platform combining flat-fee certified financial planning (CFP) advisory services with integrated investing and banking. The platform uses Georgia Banking Company as its sponsor bank for deposit accounts and Apex Clearing for brokerage clearing, positioning itself as a one-stop personal financial OS. It has expanded into branded co-marketing partnerships (e.g., the 10X Wealth Plan with Grant Cardone), signaling a B2B2C distribution strategy alongside its direct-to-consumer offering.
Product timeline
2023
Partnered with Grant Cardone / Cardone Enterprises to offer '10X Wealth Plan powered by Domain Money'.· pivot
Regulated entities
1
regulatory licence held by Domain Money
Licence types, jurisdictions and registered entities are in the Embedded Finance Index report.
The stack
2 layers disclosed in Domain Money’s embedded-finance stack
Banking / BaaS
Georgia Banking Company
Sponsor bank
in the full report
Accounting gap: minor
1 more provider across 1 layer, with confidence-scored evidence and source URLs, are in the Embedded Finance Index report.