PARTNERS

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Use Gradvisor to bring more value to your clients and their employees

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We'd make a great team

Employer-sponsored college savings plans are increasing in popularity. Gradvisor provides you will all of the tools and materials you need to succeed and create a new revenue source.

Take a look at all the perks of partnering with Gradvisor.

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Huge Market Opportunity

Only 7.6% of companies currently offer their employees a college savings plan.

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No Minimum Case Size

Gradvisor can easily be rolled out to any organization, no matter how small.

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Broker Dashboard

Easily manage all of your clients from a single dashboard that provides powerful data insights.

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Dedicated Experts

Gradvisor acts as a fiduciary to all of your employees’ investments.

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No Auditing

College savings accounts are not subject to auditing or nondiscriminatory testing.

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A Complete Solution

Gradvisor’s team handles everything from customer service to marketing and engagement

BECOME A PARTNER

Gradvisor is an SEC registered investment advisor. By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. Investors should read carefully and consider the investment objectives, risks, fees, and expenses contained in the Program Disclosure Statement (issuer’s official statement) before investing in any 529 plan. Before investing, you should consider whether your or the beneficiary’s home state offers a 529 plan that provides state tax or other benefits that are only available for investments in the home state’s 529 plan. You should consult with a tax advisor about state and local taxes.

Bank services are provided by Evolve Bank, Member FDIC, through our banking software provider, SynapseFI. To report a complaint relating to the bank services, email help@synapsefi.com.