Domain Money Advisors Triples Wealth Management as a Service Partner Network with Appointment of Jeff Neikrie as VP of Business Development

NEW YORK–(BUSINESS WIRE)–Domain Money Advisors today announced it has tripled its wealth management as a service partner network after the recent appointment of former Zoe Financial founding team member Jeff Neikrie as VP of Business Development. The dual announcement marks a significant expansion in Domain Money’s mission to provide institutional-grade financial planning to untapped markets.

Domain Financial Services, Domain Money Advisors’ white-label wealth management solution, addresses a critical gap in the wealth management industry: traditional RIAs sometimes struggle to profitably serve high-earning clients who have not yet accumulated significant assets. This fully outsourced, white-label solution enables firms to monetize unqualified leads while maintaining client relationships under their own brand until clients reach accumulator status and transition to the partner firm’s core services.

The rapid 200% growth in partnerships demonstrates strong market demand for the solution. One partner firm saw Domain Financial Services close 17% of leads with a 100% NPS score, driving a 39% total increase in revenue for the firm.

The turn-key platform combines proprietary financial planning technology with dedicated Certified Financial Planner® professionals to deliver white glove wealth management services across three tiers ranging from $3,500 to $7,800 annually. Partners retain 30% of annual fees while Domain handles client acquisition, service delivery, and ongoing support, with no additional workload or infrastructure investment required.

“The traditional RIA model leaves significant revenue on the table,” said Adam Dell, CEO of Domain Money Advisors. “Firms spend substantial resources on marketing and lead generation, but most prospects don’t meet their investment minimums. Domain Financial Services transforms that dynamic entirely—enabling firms to generate revenue from every qualified lead while building long-term client relationships through a turn-key solution that requires zero lift from their team.”

Neikrie will spearhead the company’s continued expansion of Domain Financial Services, building strategic partnerships with RIAs, CPAs, and other financial services firms. He brings proven expertise in partnership development, having built Zoe Financial’s advisor network from inception and helping scale the company from $0 to $8 million in annual recurring revenue through its Series A funding round.

“Jeff’s appointment represents a critical milestone in our growth strategy,” said Dell. “His exceptional ability to build and scale partnerships within wealth management is exactly what we need as we accelerate this momentum. His track record demonstrates his capacity to execute on ambitious growth plans.”

The launch of Domain Financial Services and Neikrie’s appointment both position Domain Money Advisors as a major provider of wealth management as a service, addressing the industry’s longstanding challenge of profitably serving emerging affluent clients.

“Domain Money has built something genuinely differentiated—a platform that solves real business challenges for wealth management firms while striving to deliver exceptional client outcomes,” said Neikrie. “I’m excited to help firms unlock revenue they’re currently leaving on the table while serving clients who need sophisticated financial guidance.”

Partner experiences, responsibilities, and economic terms may vary and are subject to change.

About Domain Financial Services

Domain Money Advisors, LLC (“Domain Money”) is a registered investment adviser with the SEC. Domain Financial Services is a DBA (“doing business as”) for Domain Money particularly used for its white-labeling wealth management program. Domain Money offers a financial technology platform that enables companies to offer sophisticated financial products and services through its Wealth-Management-as-a-Service infrastructure. The company’s mission is to democratize access to institutional-grade financial tools and infrastructure, helping businesses deliver exceptional wealth management experiences to their customers.

Contacts

Shana Aguilar
(917) 881 8203
[email protected]