Rocket Dollar Knowledge Base

Who works well with Rocket Dollar...and how do I get on the Partners page?

Please schedule a conversation with us to do a discovery call.

Prospective partners should schedule a call with us.

You can also email

Before a partnership call, what should I keep in mind?

Because Rocket Dollar does not offer direct investments on its platform, we're always open to partnerships that offer an excellent investment experience. These partners are often...

  1. Capital raising firms, either in direct or pooled investment structures. Almost any asset class is permissible in a retirement account, with the right entity structure and investment options.
  2. Firms that offer access to asset classes underrepresented in the public markets.
  3. Targeting the same core demographic as Rocket Dollar: Typically, working professionals with an area of industry expertise and context for private investing.
  4. Wanting to collaborate on a friction-less experience for our mutual customers, either through our API or other tech-enabled ways to present the investor journey.
  5. Utilizing digital marketing and media solutions. Though we love the value of an in-person meeting, our goal is to address the market through scalable efforts.
  6. Providing exposure to alternative asset classes, such as real-estate, digital assets, private equity, direct debt portfolios, etc.

What does Rocket Dollar not do?

Rocket Dollar is not a mutual fund platform or brokerage. We cannot and will not push a traditional stock/bond mutual fund to our customers through the typical platform/wholesaling relationship. If your fund is a private investment that our mutual customers would be interested in, still feel free to contact us.

Rocket Dollar does not recommend investments and is not an advisor. We are happy to discuss collaboration on educational materials with the right partners, but we cannot and will not recommend certain investments or funds.

All Partner logo requests should come in the format below.

They can be submitted to or the Sales and Partnerships representative you are working with. Submissions that do not make the effort of a discovery call will not be considered.

Tombstone Guide