Join Expat Wealth Partners
Grow your AUM, expand your client base, and access the U.S. expat market with expert guidance.
10M+
U.S. Expats Worldwide
$1 Trillion+
in Dormant 401(k) Assets
40+ Countries
Where Advisors Can Expand
$8.9 Trillion
in 401(k) Assets in the U.S.
The Untapped Market for Advisors
The Global Opportunity for U.S.-Licensed Advisors
Advisors who understand cross-border wealth strategies are in high demand. The U.S. expat and international investor market remains underserved, with millions of clients seeking regulatory-compliant wealth management solutions. We equip advisors to capture this untapped opportunity.
Expats & professionals hold trillions in U.S. retirement assets—many need advisors to manage or roll them over
Advisor Growth & Business Expansion
Why Join Expat Wealth Partners?
Exclusive Benefits of Partnering With Us
Business Development & Scaling Support
We provide the tools and strategies to help you grow your AUM, position your brand, and attract high-net-worth international clients.
Compliance & Cross-Border Expertise
We help advisors navigate complex regulations and tax planning strategies, ensuring compliance while expanding into the U.S. market.
Exclusive Access to U.S. Expats & Global Investors
Work with Americans abroad, foreign investors, and globally mobile professionals who need expert financial guidance.
A Long-Term Partner in Your Success
We don’t just provide a service—we help you strategically grow your practice, enhance your reputation, and build sustainable revenue.
Who is a Good Fit?
We partner with growth-focused financial advisors and firms who are looking to scale their business in the expat and international wealth markets. You’re a great fit if you:
Have $10M - $30M+ in AUM and want to expand your practice.
Work with Americans or U.S.-connected clients but need better positioning and growth strategies.
Hold a Series 65 license but struggle to gain traction in the U.S. market.
Want lead generation, business development, and regulatory support to succeed in the expat and international wealth sector.
Our Mission
Helping Advisors Scale, Succeed, & Expand Their Reach
We equip financial advisors with business development, marketing, and compliance support to grow in the U.S. expat and cross-border market.
🔹 Growth Strategies for Financial Advisors
🔹 Lead Generation & Marketing Expertise
🔹 Regulatory & Compliance Guidance
FAQ
Frequently Asked Questions
We are a business development partner, not just another firm. We provide lead generation, compliance support, and growth strategies to help advisors scale in the U.S. expat and international wealth market.
We work with advisors who are already licensed (e.g., Series 65, RIA) or those looking to expand their expertise in the U.S. market.
Yes! Advisors can participate in our referral program by introducing clients who need U.S. wealth management solutions. This allows you to monetize referrals while focusing on your core business.
Click "Apply Now" to schedule a consultation. Our team will assess your goals and determine how we can help you scale your practice.
Let’s Build Your Cross-Border Advisory Success
Take the Next Step Toward Growing Your Business
At Expat Wealth Partners, we help advisors scale, attract high-value international clients, and navigate the complexities of cross-border wealth management. Whether you’re looking for growth strategies, lead generation, or compliance support, we provide the expertise you need.
📞 Let’s talk about how we can help you grow your practice.