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    The right specialist, vetted.

    A curated, independently vetted directory of tax advisors, immigration lawyers, relocation agents, insurance brokers, and private bankers across the jurisdictions Heed covers. The right specialist for a specific jurisdiction and a specific problem, chosen on fit and track record, not who pays the most.

    Preview the Marketplace →Apply for Circle →
    Marketplace · Preview · 4 curated partners
    Vetted, not pay-to-play

    • Helder & Associates

      Tax advisoryVetted

      UK/EU exit · NHR 2.0 · CRS reporting

      ★ 4.962 cross-border matters
      Profile Request intro

    • Meridian Gulf Migration

      ImmigrationVetted

      Golden Visa · investor route · family dependants

      ★ 4.8140+ Golden Visa files
      Profile Request intro

    • Nordström Private Office

      Private bankingVetted

      Multi-currency · trust banking · structured credit

      ★ 4.7Onboards HNW non-residents
      Profile Request intro

    • Vantage Expat Cover

      InsuranceVetted

      International health · life · US-person capable

      ★ 4.8Places cross-border cover
      Profile Request intro
    Heed's mobility tools, at a glance
    Programmes
    Visa Match
    Product
    Structures
    Structure Match
    Product
    Accounts
    Financial Navigator
    Product
    Policies
    Insurance
    Product
    People
    Marketplace
    People

    Four products you choose yourself. The Marketplace is the people who do it for you.

    What you get

    Generic directories list whoever pays. The Marketplace lists who's actually good in a specific jurisdiction for a specific problem, after an independent vetting process that doesn't end at listing. Pro gets you the view: the names, the specialism, and a link to reach out yourself. Circle gets you the intro: a warm introduction, member rates, and the partner pre-briefed by your analyst.

    • Tax advisors: cross-border specialists for US/UK dual filings, EU exit tax, CRS reporting, crypto disposal
    • Immigration lawyers: golden visas, talent visas, residency programs, citizenship-by-investment, jurisdiction by jurisdiction
    • Relocation agents: housing, schools, healthcare, and the dozens of small things a move actually involves
    • Private bankers: a named relationship manager who opens the account a neobank won't, for the non-resident or crypto-derived case
    • Insurance brokers: bespoke health, life, and asset cover for cross-border and high-net-worth situations, placed by someone who knows the market

    How it works

    01

    Independent intake

    Structured interview, real cases, real jurisdictions. No generic global firms with no in-country depth.

    02

    Track record check

    Bar memberships, licensing, regulatory standing, references from actual clients.

    03

    Member feedback loop

    Heed members rate every engagement. Providers who underdeliver get removed. No pay-to-stay.

    04

    Transparent relationships

    When a partner relationship is commercial, we disclose it. Recommendations are based on fit and track record, not who pays the most.

    Circle benefit · Illustrative examples

    What a warm intro will look like.

    Illustrative scenarios, not past engagements. Pro members will be able to find firms like these in the directory and email them cold (coming soon). Circle members get the intro, the rate, and the partner already briefed on the situation.

    PortugalTax advisor

    NHR 2.0 / IFICI eligibility check for a UK founder mid-exit

    • Negotiated member rate on a fixed-fee assessment
    • Partner: Lisbon firm · cross-border specialist, US-person capable
    Partner identity revealed on intro
    UAEPrivate banker

    Account opening for a non-resident with crypto-derived wealth

    • Pre-briefed relationship manager, no cold KYC. Days, not months.
    • Partner: Dubai · major UAE bank · 'Heed sent you' desk
    Partner identity revealed on intro
    SwitzerlandImmigration lawyer

    Lump-sum taxation negotiation with Vaud or Valais canton

    • Direct line to a canton liaison instead of the cold queue
    • Partner: Geneva firm · experienced in lump-sum rulings
    Partner identity revealed on intro
    SpainInsurance broker

    International health and life cover for a US-person family relocating

    • Member rate on a cross-border policy that stays US-compliant
    • Partner: Madrid broker · expat health and life, US-person capable
    Partner identity revealed on intro

    Circle members only

    Warm intros, member rates, and "Heed sent you" handling.

    Pro $49/mo will browse the directory (coming soon). Circle members get the relationship. Same vetted partners, different doors.

    Are you a specialist? Apply as a partner.

    Join Circle waitlist

    Pair with

    Pair with
    Coming soon

    Concierge

    Don't want to coordinate it yourself? Concierge will run the move with the right partners from the Marketplace. Register your interest.

    Pro tool

    Scenario Planner

    Model the move before you engage a specialist, side-by-side with your current jurisdiction.

    Pro tool

    Residency Tracker

    Track day-counts across jurisdictions with proactive alerts on the thresholds that matter.

    Frequently asked questions

    FAQ

    When the Marketplace opens, the directory will be open to Pro members: firm names, jurisdictions, specialism, vetting badge, public URL. You will be able to reach out yourself. Warm intros, member rates, and 'Heed sent you' treatment will be a Circle benefit. Pro is the data layer; Circle is the access layer on top of it.

    They're two layers. Financial Navigator is the products layer: banks, brokers, crypto venues, and cards you open yourself, self-serve, the neobanks and accounts included. The Marketplace is the people layer: a vetted human you engage and pay, a private banker who handles a complex onboarding, an insurance broker, an immigration lawyer. Use Navigator to find the account; use the Marketplace when you need someone to handle it for you.

    We're building the initial cohort of vetted partners now. Heed members get early access at launch. Drop your details below and we'll let you know the moment it goes live.

    Generic directories list whoever pays. The Marketplace lists who's actually good in a specific jurisdiction for a specific problem, after an independent vetting process. We remove providers who underdeliver.

    Some partner relationships include a referral fee. When that's the case, we disclose it. Fees never override vetting, a partner can't pay their way onto the Marketplace or stay on it if members rate them poorly.

    Initial focus is the jurisdictions Heed members actually relocate to most: Portugal, UAE, Switzerland, Singapore, Italy, Spain, UK, US, and the major Caribbean CBI programs. We expand based on member demand.

    Apply via the partner application page. We'll review and reach out if there's a fit. We list a small number of providers per jurisdiction per category, quality over quantity.

    Only what you choose to share when you engage them. Heed does not pass member data to partners. Introductions are opt-in, on your terms.

    The Marketplace is the people layer: vetted advisers, lawyers, bankers, and brokers for when you want a human to handle it. The other tools list products you choose yourself: Visa Match finds residency and visa programs (where you can live), Structure Match finds company structures (what to set up, and where), Financial Navigator finds accounts (banks, brokers, multicurrency, crypto rails), and Insurance finds health and travel policies.