Lineage is an India-first family wealth platform. Families use us to track, preserve, and pass on wealth across generations. When their question outgrows software, they look for a verified professional. That's where you come in.
Why advisors join Lineage
Qualified family leads
Families come to you with a clear engagement intent — wealth management, tax planning, succession, will execution.
Credential verification
Your SEBI, ICAI, AMFI (the mutual-fund industry body), IRDAI, or Bar Council credentials are verified and displayed on your profile.
Practice dashboard
Manage client families, scope, deliverables, and engagement history from a single workspace.
Revenue opportunities
Set your own fees for consultations, ongoing advisory mandates, and full-service engagements.
Who can register
- SEBI-registered Investment Advisers (an RIA — a SEBI-registered investment adviser)
- ICAI-certified auditors (chartered accountants)
- AMFI-registered Mutual Fund Distributors (holding an ARN — the AMFI registration number for mutual-fund distributors)
- IRDAI-licensed Insurance Brokers / Web Aggregators
- Certified Financial Planners (CFP)
- Estate-planning attorneys (Bar Council registered)
How it works
Register
Submit your credentials and practice details. Setup takes about 10 minutes.
Verification
We cross-check your registration with the issuing authority — typically within 3 business days.
Profile goes live
Your name, qualifications, specialisations, fees, and bio become visible to families. Contact details stay private until a family explicitly engages.
Engage with families
You decide which engagements to accept. The contract is directly between you and the family.
Privacy and client data
You see only the data a family explicitly shares with you for an engagement. All client data is encrypted under per-family keys; even we cannot read it. The technical posture is documented at Security.
Fees and revenue share
Registration is free through June 2026. After that, we offer tiered plans based on practice size and features used. Lineage earns a small marketplace share on completed paid engagements; you keep the majority. The exact split is transparent in your dashboard.
Ready to register?
Setup takes about 10 minutes. Verification typically completes within 3 business days. You'll get qualified family leads, a verified profile, a practice dashboard, and the freedom to set your own fees.
- ✓Free through June 2026
- ✓Verified credentials shown to families
- ✓You set your own fees and accept only what you want
- ✓Per-family encryption — even we can't see client data
Questions? [email protected]