Pilot program
Working with us through the founding cohort.
We are signing 10–20 wealth-management firms and family offices into a structured 12-month pilot. Pilot firms shape the platform, validate the commercial model, and earn permanent reference-customer benefits at standard pricing afterwards.
What we offer pilot firms
- 50–70% off list pricing for the 12-month pilot period
- Direct product/engineering team access — not a support queue
- Named advisory role for firm principals shaping the roadmap
- Honest acknowledgment of pre-GA product limitations
- Published case study with your consent at conclusion
What we ask
- Pilot deployment to 10–30 selected client households over 12 months
- 30 / 90 / 180-day structured interviews with firm leadership and a sample of advisors
- Tolerance for pre-GA product limitations (we will be honest about them)
- Reference-customer status (with your consent on case study publication)
- Constructive, specific feedback when something is wrong
No sales pitch
Request a 30-minute conversation.
We talk through your client base, your current estate-tech stack, the moments where it falls short. If GuardKin does not fit, we say so.