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Primary certified partners

Announcing the Primary Partner Program

Finn Blake
Finn BlakeGM, North America

We've long partnered with the investors, advisors, and platforms shaping the next generation of finance teams. Today we're making it official.

Primary Partners is a curated network of firms and platforms certified on our AI-native treasury platform. These partners are trained to bring institutional-grade yield, FX and payments to the companies they back, advise and build for.

What certification means

Primary is AI-native. Our clients run treasury through conversation, automation, and agents. Certification reflects that.

Every Partner has trained directly with our team across yield, FX and payments. Gone hands-on with our agentic workflows, including the first read-write treasury MCP server. Run live onboardings alongside us before running them independently. And aligned with the standards behind our regulatory licensing in Australia and the US because managing client money is a privilege, not a feature.

For partners: transform the value you deliver

Treasury is moving from back-office afterthought to board-level lever. Certified Partners lead that shift and deepen client relationships while they do it. Bilateral referrals. Co-marketing. Early access to new platform capabilities. A direct line to our team.

If you work with growth-stage companies and want their money to work as hard as they do, please contact our team: https://primary.tech/become-a-partner

Ready to get started?

See how Primary can help your growing business achieve enterprise-grade cash management with startup efficiency.

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