Highbeam for financial advisors

Access insights and custom financial tools to exceed client expectations and enhance your services.

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How do we partner with financial advisors?

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Access our network
Connect with a network of pre-qualified brands in need of advisor services, and earn additional revenue streams as part of our partner program.
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Focus on what matters
Utilize robust financial reporting that cleans data and provides real-time cash flow reporting and forecasting.
From part-time to full-time
Use Highbeam’s customizable tools to design and deliver bespoke reporting, forecasting, monitoring, and alerts that your clients will rely on daily.

Real time financial reports

Highbeam's platform provides real-time financial reporting, Manual CSV exports that allow you to pull in data for cashflow templating.

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Don’t waste time cleaning data

We take data from all spend sources, clean it, structure it, and deliver it to you in flexible sheets that allow you to do high value analysis.

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Tap into our network of brands

We work with high-growth brands who often need advisory and accounting solutions as they scale.

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What we offer to your clients

Personalized account management

Highbeam offers your clients a dedicated account manager who works with you and your client to provide a custom-tailored approach to achieving successful outcomes.

Waived minimums on high yield accounts

We'll maximize your client's earnings with waived minimums on banking and treasury products. Offer competitive rates of up to 2.5% APY on checking accounts and 4.5% APY on high-yield savings accounts.1

Complimentary capital planning

We'll offer a complimentary consultation to your clients, providing custom capital planning with our team of experts to determine the optimal capital stack, tailored to their brand.

Preferential platform pricing

Offer your customers exclusive discounts, or include Highbeam in your partnership with special pricing. The more clients you refer, the better the rates you'll receive.

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The more horsepower you dedicate to cash management functions early on, the better set up you are for the future and the fewer headaches you’ll have downstream.

David Whitcroft
Head of Consumer & CFO, Crew Finance

The financial stack built for brands

One integrated platform that automates
cash flow management and maximizes profitability.