Domain Money Wealth Management Partnership
Zach Levine (zach@domainmoney.com, Director of Business Development, Domain Money) proposes a white-labeled wealth management platform partnership. Mentions Foundry's success with 49 clients and $300K+ recurring revenue. References Money with Katie's white-labeled planning tool. Seeking meeting to demonstrate the service. Status: initial outreach.
Draft a follow-up declining samples but offering rate. Three other creators in your category responded similarly within 48 hours.
Zach Levine· zach@domainmoney.com
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