Question 1

Who can see the Marketplace, and who gets warm intros?

Accepted Answer

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.

Question 2

How is this different from Financial Navigator?

Accepted Answer

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.

Question 3

When does the Marketplace open?

Accepted Answer

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.

Question 4

How is this different from a generic directory?

Accepted Answer

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.

Question 5

Do you take commissions or referral fees?

Accepted Answer

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.

Question 6

Which jurisdictions will you cover at launch?

Accepted Answer

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.

Question 7

I'm an advisor or firm. How do I apply to be listed?

Accepted Answer

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.

Question 8

Will Marketplace partners see my data?

Accepted Answer

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.

Question 9

Which Heed tool do I use for what?

Accepted Answer

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.

The right specialist, vetted.

Helder & Associates

Meridian Gulf Migration

Nordström Private Office

Vantage Expat Cover

What you get

How it works

Independent intake

Track record check

Member feedback loop

Transparent relationships

What a warm intro will look like.

Concierge

Scenario Planner

Residency Tracker