Built for tech professionals,
by tech professionals.
The 3 advisors at Prospero Wealth have a combined 50 years in tech, at companies like Amazon, Microsoft, Meta, Stripe, and Oracle.
Control your calendar
After working in tech, you’ll be shocked what you can accomplish in a day with only the meetings you accept.
Align with similar people
Our clients are allergic to financial salespeople (with good reason). Join like-minded individuals building the future of data-centric advising and planning.
Own your business (without the overhead)
Starting a business is hard and requires a significant amount of books and records-keeping. You get to focus on the practice of planning and wealth management, without the boring (but important) stuff.
A growing list of tools and services
By pooling our resources together, we can serve our clients with the best tech and products in the wealth management space. Together we can afford more (and better) than we can alone.
Keep your clients
We want you to work with Prospero forever, but if we fail to measure up, you can go where you want—no strings attached.
Here’s what you get from Prospero Wealth:
Payouts and Fees
Quarterly Payout
Net Revenue
Payout
Your first $37,500
70%
Your next $37,500
75%
All additional revenue
80%
Technology and Support Fees
There is a $1,000/month technology and support fee.
Any additional technology options or internal services may also be assessed against payouts.
