CAPITAL GAMBIT
PARTNER PROGRAM
Joining the Capital Gambit Business Partner Program offers a unique opportunity to align with an industry leader in AI-powered wealth management, enhancing your portfolio with innovative solutions that drive client success. Here are some of the larger benefits of joining this program,
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Becoming a Capital Gambit partner positions you as a key player in the evolving world of wealth management, equipping you with the tools, support, and opportunities needed to drive sustainable growth.
Who We’re Looking For
Technology sellers and solution providers who:
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Have a track record of selling tech platforms, enterprise SaaS, or data/AI solutions
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Possess a solid understanding of financial markets, investment strategies, or portfolio tools
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Are well-networked with:
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Asset advisors & wealth managers
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Investment firms & family offices
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Independent financial advisors (IFAs)
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Insurance and financial planning professionals
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Investment arms of banks or NBFCs
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Ideal Partner Background
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Experience in B2B enterprise tech sales, preferably in financial services or fintech
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Exposure to products involving:
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Portfolio monitoring & reporting
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AI/ML, data aggregation or analytics
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Investment decision tools or digital transformation for advisory firms
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Prior experience in representing international tech platforms or investment tech products is a plus
Role & Value Proposition
As Capital Gambit’s Sales & Services Partner, you will:
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Drive outreach to financial professionals in your region
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Conduct product demos & onboarding
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Act as a local face of CG for sales closure & light-touch support
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Earn recurring incentives & co-branding exposure in high-value engagements
Why Join Us
The wealth & investment advisory ecosystem is transforming. Capital Gambit empowers partners with:
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A differentiated AI-powered platform for insight-driven advisory
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Ongoing sales & marketing support
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Structured partner enablement and training
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Opportunity to grow recurring income with expanding demand
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If this opportunity interests you, please a few minutes to share your interest through the attached form. Upon receiving this form, our team will reach out to discuss the potential for collaboration. Thank you for considering Capital Gambit as your strategic partner.
Access to Cutting-Edge AI-Driven Wealth Management Technology
​Leverage our advanced platform built with state-of-the-art AI, which provides insights and analytics to improve decision-making and streamline operations for wealth managers. Stand out by offering clients a sophisticated tool that enhances investment strategies, risk management, and client engagement.
​Dedicated Support and Training
Our team offers personalized onboarding, continuous technical support, and marketing resources, ensuring you and your clients have seamless access to the platform’s full capabilities. Additionally, we provide ongoing training, webinars, and materials to keep you ahead of the curve on platform enhancements and industry trends.
​​Co-Branded Marketing Opportunities
Expand your market reach with co-branded marketing materials, joint events, and engagement tools. We collaborate on targeted campaigns, helping you attract new clients while strengthening your brand presence in the market.
Revenue Growth and Competitive Margins
Our program provides a structured revenue-sharing model and attractive margins, rewarding partners with performance-based incentives, volume-based bonuses, and client retention rewards. By partnering with Capital Gambit, you gain a reliable revenue stream with opportunities for growth.
Enhanced Client Experience and Retention
Capital Gambit empowers wealth managers to focus more on building and maintaining client relationships by automating operational tasks and providing personalised insights. Your clients benefit from a streamlined experience, leading to improved satisfaction and retention.
Proven Expertise and Reputation
Capital Gambit’s track record of success and industry leadership in AI-enabled wealth management enhances your credibility and trust with clients. By associating with a trusted platform, you align your business with innovation, reliability, and a commitment to excellence.
Our Business Partners
DzTranz has established a strong presence in South Africa, a region recognized for its growing economy and tech-forward initiatives. DzTranz collaborates with local and international enterprises to implement solutions tailored to the unique challenges of South Africa’s business landscape. This includes projects in financial services, manufacturing, retail, and public sector. South Africa serves as a strategic hub for DzTranz to expand its operations across Sub-Saharan Africa, capitalizing on the region’s economic growth and innovation potential.
​Reach us at contact@dztranz.com to know more about our how we can assist you.
Agility Insight Limited, established in December 2014, is a UK-based company specializing in information technology consultancy services.