Partner

Partner With Us

RouteFin is a new kind of financial marketplace created for healthcare professionals—and we’re inviting values-aligned financial experts to join us. If you’re a financial coach, CPA, advisor, or specialist with a heart for service and a bias for clarity, you may be a fit for our curated network.

Join RouteFin as a featured financial expert.

We hand select financial experts who understand the unique challenges and emotional weight of healthcare careers. Our audience includes occupational therapists, nurses, physical therapists, and other healthcare professionals who are navigating big decisions, long hours, and often, six-figure student debt. They’re looking for real guidance, not generic advice.

When you join RouteFin, you’re becoming part of a values-aligned ecosystem built around trust, education, and support.

What You Get as a RouteFin Partner

A network of mission-aligned professionals who believe in doing meaningful work and creating real impact

Support from the RouteFin team to refine your listing, enhance your visibility, and connect with the right audience

A curated listing in the RouteFin marketplace, seen by an engaged and growing audience of healthcare professionals seeking financial support

Opportunities to be featured in our blog, podcast, or resource guides to share your insights and expand your reach

Invitations to lead workshops, participate in events, and collaborate on new initiatives within the RouteFin community

The best RouteFin partners bring more than just credentials.

You’re not just looking for leads—you’re looking to build trust and make a difference.

They lead with empathy, communicate with clarity, and serve with intention. You might be a good fit if:

You have experience working with healthcare professionals—or you deeply understand the lifestyle, constraints, and opportunities they face.

You prefer plain language and straightforward solutions over jargon and upsells.

You believe that financial services should be human-first and inclusive.

Apply to Join the Marketplace

We’re currently accepting new partners on a rolling basis. Whether you're a tax pro, student loan specialist, investment advisor, or budget coach, we want to learn more about how you help people and why your work matters.

If you’re ready to build visibility with purpose and partner with a platform that prioritizes trust, apply now to become a RouteFin expert.

Frequently Asked Questions

6. Do I need to be U.S.-based?

Yes. We currently serve U.S.-based healthcare professionals and prioritize financial professionals familiar with the U.S. healthcare and financial systems.

4. How are partners selected?

Every applicant goes through a review and interview process. We assess expertise, alignment with RouteFin’s values, and the ability to provide judgment-free, culturally competent support.

5. Can I contribute to RouteFin content or events?

Yes. We regularly feature partners in our content, from blog articles and podcast interviews to virtual workshops and resource guides.

1. What kinds of professionals can join RouteFin?

We welcome financial coaches, advisors, tax specialists, student loan consultants, CPAs, and other qualified professionals who offer financial services relevant to the healthcare field.

2. Do I need to have experience working with healthcare professionals?

Experience with healthcare clients is strongly preferred but not required. We’re especially interested in experts who understand the pressures of demanding careers, student debt, and complex financial planning needs.

3. Is there a cost to be listed?

Yes. We offer two subscription options for financial experts who want to be listed on RouteFin:
Basic Listing: $99/month or $1,069/year
Premium Listing: $179/month or $1,939/year
Both options give you visibility among healthcare professionals actively seeking financial guidance, while the Premium option includes featured placement.