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← All partner types For financial planners and banks

Reach associates when they see the full picture of what they make.

Overview shows what an associate produced over the month and the year, and how it is trending. That is when they think about saving, investing and paying down student loans.

Email us See your placements
Your placements

Where financial planners and banks show up in cuspd.

These are real screens from the cuspd app with a made-up example brand in your spot.

Overview page in cuspd with an example Financial planners and banks banner at the top
Placement 1

A banner on Overview

Why it fits. Overview is their full picture: what they produced over the month and the year, and how it is trending. That is when associates think about their money.

  • A slim banner at the top of the page, above everything else on it
  • Your logo, one line about you, an offer for cuspd associates and your button
  • Marked Sponsored. A few companies per type share the spot and take turns, so each gets an equal share
Compensation page in cuspd with an example Financial planners and banks banner at the top
Placement 2

A banner on Compensation

Why it fits. Compensation shows what associates were actually paid each month. Real take-home numbers are when people start planning saving, investing and paying down loans.

Lender report page in cuspd with an example Financial planners and banks banner at the top
Placement 3

A banner on Lender report

Why it fits. Associates open the Lender report when they apply for a mortgage or a loan. It is the moment a bank, a doctor loan lender or a planner can help.

cuspd Partners page with an example Financial planners and banks listing
Placement 4

Your own listing on the Partners page

Every associate can open Partners from the menu in cuspd. Your listing has your logo, what you do, a few words about who you help, your offer and a button to your site. Phone and email can go on it too.

Our 2026 partners
Stevenson Dental SolutionsDentMentCharcoal ConstructionILLUCOJohn A. HenryJohn A. HenryKKestrel PlanningYou
Placement 5

Your logo on cuspd.com

Partners are shown on the cuspd home page, the page every associate sees before they sign up, linked to your site.

Kestrel PlanningNovember 2026Sample
1,530Views
69Clicks
PlacementViewsClicks
Banner on Overview72032
Banner on Compensation34015
Banner on Lender report2108
Partners page (app)18011
Home page logo strip803
Total1,53069
Every month

A report every month

By the 5th business day of each month you get the month before's views and clicks, for each of your placements. A view counts once per person, per placement, per day, so reloading a page never inflates it.

Kestrel Planning is a made-up brand used to show the format. Every real placement is marked Sponsored or Partner.

How it works

Live within two business days.

  1. Email usTell us what you offer. We will confirm a spot is open for financial planners and banks.
  2. Send your detailsYour logo, one line about you, an offer for cuspd associates if you have one, and your link.
  3. Go liveYour banner, listing and logo are live within two business days and run through December 31, 2026. Change them any time.
  4. Get your reportViews and clicks for every placement, every month.
How we keep it trusted

Associates trust cuspd, so they trust who we put in front of them.

  • Sponsored placements are always labelled.
  • No one ever sees an associate’s record, name or numbers. Interested associates contact you directly.
  • Only a few companies per type, and only ones we would recommend.
  • Every partnership runs by calendar year. All 2026 partnerships end by December 31, 2026, then every spot is renegotiated for 2027.
Other partner types

Not quite you?

Spots are limited for financial planners and banks.

Tell us what you offer and we will get you set up.

Email team@cuspd.com

Every partnership runs for one calendar year. All 2026 partnerships end December 31, 2026, and every spot is renegotiated for 2027. Join now and yours runs through December 31, 2026.