SYSOPERATIONALRETURNS / YEAR9,500+REFUNDS DELIVERED$8M+STRATEGIES DEPLOYED400+RETURNS TRAINED GENIE10,000+UPTIME 90D99.998%IRS ACK< 90sSOC 2 TYPE IIATTORNEY-CLIENT PRIVILEGESYSOPERATIONALRETURNS / YEAR9,500+REFUNDS DELIVERED$8M+STRATEGIES DEPLOYED400+RETURNS TRAINED GENIE10,000+UPTIME 90D99.998%IRS ACK< 90sSOC 2 TYPE IIATTORNEY-CLIENT PRIVILEGE
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§ LIMITED TO 10 FIRMS / MONTH

The 30-Day
$50K Floor.

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The Guarantee

If Genie doesn't surface $50,000 in aggregate optimization opportunities for your first 5 clients in 30 days, your setup fee is refunded in full.

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The Stack

Full access to the Sovereign Engine, white-label portal, and licensed professional review layer.

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The Support

Weekly strategy sessions with our internal HNW optimization team.

Enroll Your Firm

Limited spots available. Applications reviewed in order of receipt.