Monetize Your Financial Expertise Beyond Billable Hours
You can only take so many client calls in a day. Sendd Market lets you package your financial knowledge into courses, templates, tools, and on-demand consultations — so your expertise earns while you sleep.
Everything a financial professional needs to sell online
Financial courses
Package your investing strategies, tax planning frameworks, or budgeting methods into downloadable courses clients can buy anytime.
Planning tools and templates
Sell spreadsheet models, retirement calculators, portfolio trackers, and financial planning templates as digital downloads.
Paid consultations
Offer one-on-one advisory sessions, portfolio reviews, or tax strategy calls with built-in booking and secure payment.
Subscription research
Create recurring memberships for market analysis, investment newsletters, or quarterly financial planning updates.
Professional credibility
A polished, branded storefront that reflects the trust and authority clients expect from financial professionals.
Secure delivery
Digital products delivered instantly through encrypted channels. Consultation links generated automatically after booking.
Questions from financial professionals
What kinds of financial products can I sell?+
Anything that packages your expertise. Educational courses, spreadsheet models, planning templates, e-books, recorded webinars, market analysis subscriptions, and paid consultation sessions. You set the format and the price.
Is the platform secure enough for financial services?+
Yes. All transactions are PCI-compliant and processed through Stripe. Data is encrypted in transit and at rest. Your clients get the same security standards they expect from their banking apps.
Can I offer both one-time products and recurring subscriptions?+
Absolutely. You can sell one-time digital downloads alongside monthly or annual subscriptions. Many financial advisors offer a free template to attract leads, a mid-tier course for DIY clients, and a premium subscription for ongoing advisory access.
How do paid consultations work?+
You create a consultation listing with your availability, session length, and price. Clients book and pay upfront. You receive a notification with client details and a secure meeting link is generated automatically. No phone tag, no unpaid discovery calls.
Will this work for a solo advisor or a larger firm?+
Both. Solo advisors use Sendd to build a personal brand and diversify income. Firms use it to scale their educational offerings and create self-service revenue channels that don't require additional headcount.
What are the fees?+
No monthly fees, no setup costs. Sendd takes a small percentage of each sale. You keep the majority of your revenue, and you never pay when you don't earn.
From expertise to storefront in four steps
Financial professionals earning on Sendd
$2,400
Avg. monthly earnings
Per active finance storefront
3.5x
Revenue multiplier
Vs. billable hours alone
10K+
Financial products sold
Courses, templates, and tools
100%
PCI compliant
Enterprise-grade security
Advisors who scaled beyond billable hours
“I packaged my retirement planning framework into a course and now earn passive income while I sleep. My clients love the self-service option.”
Daniel Wright
CFP, Wright Financial Planning
“The consultation booking feature eliminated my no-show problem. Clients pay upfront, and I get notified automatically.”
Sarah Nakamura
Tax Strategist
“My subscription newsletter on Sendd has 400 paying subscribers. It took me three months to build what would have taken a year with other platforms.”
Robert Kim
Investment Advisor
Your knowledge is your most valuable asset — start selling it
Launch your financial services storefront and turn expertise into scalable, recurring revenue.
Contact us
Wellington, New Zealand