Professionals & Firms

Reach More Clients.

Build Trust.

Grow Your Practice.

CashOnyx connects financial professionals and firms with motivated users actively seeking guidance in tax planning, retirement, estate planning, insurance, brokerage services, and more.

Why Join CashOnyx?

• Direct Client Exposure
  Appear in front of thousands of motivated users actively looking for your expertise.

• Build Credibility
  Showcase your firm’s services, specialties, and reviews to stand out from competitors.

• Simple & Affordable Subscription
  No hidden fees, just a flat subscription for premium visibility and lead access.

• Interactive Experience
  Users can view, favorite, and reach out to professionals right inside the app.

Who We Serve

• For Firms:
  CPA practices, law firms, RIAs, broker-dealers, insurance agencies, wealth management firms.

• For Individual Professionals:
  Tax specialists, estate planners, retirement planners, insurance reps, sales professionals, financial advisors, brokers.

How It Works

Use a 3-step process:

1. Subscribe & Create Your Profile
   Add your firm’s name, services, and specialties.

2. Get Discovered in the App
   CashOnyx users searching for financial help will see your listing.

3. Engage & Grow
   Build relationships and convert leads into long-term clients.

Professional Pricing

For individuals and small firms

Institutional Pricing

For institutions and large organizations