Partnerships at Halfmore
Grow your business
by reaching the next generation of savers.
We're
empowering
our partners
to launch more
custodial Roth IRAs
- Without the
back office burden
Why choose Halfmore?
Do you already offer Roth IRAs to your parent customers? Are you looking to open more accounts while capturing the next generation of savers? You've found the right partner.
Halfmore enables financial institutions, fintechs, and financial advisors to offer custodial Roth IRAs - without the operational burden. We manage payroll, tax reporting, and compliance so you can focus on scale, retention, and long-term client value.
Benefits for our partners
Launch More Accounts
- Whether you're serving existing parent Roth IRA customers or onboarding new families, you can open custodial Roth IRAs instantly—while we handle all the administrative lift, from payroll to tax reporting.
Increase Customer Retention
- By helping parents invest in their children's future, you create stronger, multi-generational trust, positioning your brand as a long-term partner in their financial journey.
Capture the Next Generation
- Our household task-to-Roth IRA model builds early financial habits, turning Gen-Z users into loyal, lifelong customers of your institution.
"The only solution that brings all the administrative work—payroll, tax reporting, compliance—under one roof. Not only is it seamless, it's far more cost-effective than stitching together multiple providers."
Ready to get started?
Contact us today to explore partnership opportunities that accelerate growth, reduce costs, and create long-term value for your firm.
Or contact us directly at support@halfmore.com
