Your brand. Sterling's analytics.
Give your clients institutional-grade equity research, fully themed as your product. Sterling stays invisible.
Who this is for
Built for firms that talk to investors
We work with three kinds of partners today. If you fit one of these, we should talk.
Independent brokerages
Add institutional-grade research tooling to your client experience without building it.
RIAs and wealth managers
Give your clients self-serve answers about their holdings between meetings.
Financial publishers
Embed charts and AI Q&A inside paid newsletters, member portals, and research products.
What gets white-labeled
The parts your clients see
Every user-facing surface becomes your product. Sterling is invisible to the end user.
Your colors
Primary and accent colors flow through every page, chart, and email.
Your logo
Light and dark variants replace every Sterling mark across the product.
Your domain
research.yourfirm.com instead of sterlingcharts.com. TLS handled, no DNS gymnastics.
Your product name
Every user-visible reference to Sterling becomes your product name.
Your transactional email
Invites and password resets go out from support@yourfirm.com.
Your client list
Strict per-tenant isolation. Your users never appear in any other partner's view of the data.
What you don't have to build
The Sterling platform underneath
White label gives you our entire product as your starting point. Specifically:
- 300+ public and private companies tracked across emerging-tech industries.
- Sector dashboards covering 15 sectors, with strategy commentary and competitive rankings.
- AI Q&A grounded in real filings and source data, not hallucinated.
- SEC filing viewer with figure extraction for public companies.
- Charts, comparison, screening, and alerts out of the box.
Quarterly financials (income statement, balance sheet, cash flow) are not part of the standard package due to data-licensing terms. If you need them in your deployment, get in touch and we will scope it as part of your contract.
How it works
Three steps from call to launch
Tell us what you need
Thirty minute call. We map your client workflow against what Sterling already does and what we would need to add.
We provision your tenant
Theme, domain, sender email, admin account. You get a staging environment first to review before clients see it.
You go live
Either standalone at your domain, or embedded inside your existing client portal via signed iframe.
Pricing
Tailored to your user base
White label is priced as a flat annual platform fee plus a per-active-user component. The split is tailored to the size of your user base and the depth of the integration. Our first three design partners receive year one free in exchange for weekly working sessions and roadmap input.
For a quote, get in touch.
Security and tenant isolation
All Sterling subprocessors and infrastructure controls extend to white-label partners. Your data is logically isolated from every other tenant. We do not commingle user lists, queries, or generated content across partners.
Read our security detailsFrequently asked
Common questions
Can we host this ourselves?
No. White label runs on Sterling's infrastructure. You get a dedicated subdomain and an isolated tenant.
Do our users get a Sterling email?
No. All transactional email goes from your sender address with your branding.
What happens to our users if we churn?
You can export your user list and the data they generated. We retain nothing past your contract end date.
Is there a minimum commitment?
Yes, annual contracts. Our first three design partners receive year one free in exchange for working sessions with our team.
Want to see it in action?
We have room for three design partners. Tell us about your firm and we will schedule a working session.
Apply to design-partner program