About EverWealth

Overview

Affiliate Digital Hub is a premier, independent investment and portfolio management platform, dedicated to delivering bespoke financial and digital solutions for both individual and institutional clients. Leveraging decades of industry expertise, our clients trust us to navigate the evolving landscape of traditional finance, index funds, and diversified investment strategies.

Regulatory & Fiduciary Framework

Licensed & Regulated by:
The U.S. Securities & Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA)

Compliance-First Culture:
We uphold rigorous adherence to KYC/AML standards, data-privacy regulations, and best-in-class cybersecurity protocols to ensure full protection of our clients and partners.

Fiduciary Role:
We act as a trusted asset manager for pension and annuity customers—making strategic allocation decisions across multiple asset classes and selecting top-tier external managers to optimize long-term returns.

Our Core Services

1. Investment Banking & Capital Markets

• Mergers & Acquisitions

• Management Buyouts & Recapitalizations

• Growth-Equity Financings

2. Asset Management & Portfolio Diversification

• Index Fund Investing and Passive Portfolio Strategies

• Equities, Fixed Income, and Real Assets

• Diversified Multi-Asset Portfolios for Risk-Adjusted Returns

3. Affiliate Marketing Platform

• Digital Products & E-Learning Campaigns

• SaaS, Mobile Apps, and Software Affiliate Programs

• E-commerce, Subscription Services, and Marketplace Partnerships

4. Custom Financial & Digital Solutions

• White-Label Investment Platforms

• Automated Tracking, Analytics & Reporting Systems

• Performance-Based Incentive and Referral Structures

Sustainable Investing

We embrace sustainability in three distinct capacities:

• As an Asset Owner: Defining clear ESG mandates and measurable impact metrics for our external managers.

• As an Asset Manager: Integrating ESG analysis into every index fund and diversified portfolio decision.

• As a Corporate Entity: Reducing our carbon footprint, fostering diversity and inclusion, and maintaining the highest governance standards.

Investment Criteria

We target companies and funds that:

• Are led by experienced management teams with proven performance records

• Operate in economically attractive, scalable, or emerging markets

• Demonstrate sustainable competitive advantages and innovation potential

• Exhibit consistent cash-flow characteristics and strong ROI

• Offer compelling opportunities for growth and diversification

Proven Transaction Expertise

• Management Buyouts of public & private enterprises

• Recapitalizations for liquidity events and growth capital

• Industry Consolidations through strategic acquisitions

• Equity Financings for high-potential growth companies

Our Track Record & Client Testimonials

Over the past decade, Affiliate Digital Hub and its affiliate network have:

• Enabled $5 billion+ in client-funded investments

• Delivered average annual returns exceeding 15% across diversified index fund portfolios

• Supported 200+ financial and affiliate campaigns generating over $250 million in client revenue

“Affiliate Digital Hub transformed our approach to long-term investing and portfolio diversification — transparent, efficient, and consistently profitable.”
— Global Finance Executive

Our Mission

At Affiliate Digital Hub, we merge traditional finance rigor with the innovation of modern investing and affiliate ecosystems. Our mission is to empower you with transparent, scalable, and secure pathways to financial growth — through index fund investing, portfolio diversification, and strategic wealth management.