Become a WealthEngine Partner Today

Partnership with WealthEngine gives you the opportunity to bring additional value to your customer engagements, strengthen your relationship with your clients and grow your business. You’ll join the ranks of hundreds of other organizations working with WealthEngine’s sales team to provide market-leading solutions to their clients.

As a WealthEngine Channel Partner, you’ll have the opportunity to introduce WealthEngine’s solutions to your customers and prospects and earn a percentage of revenue on any business that closes.

Our Technology Partners provide their clients with a holistic solution that pairs their applications and solutions with the best-in-market Wealth data and insights.

WealthEngine offers our Consultant Partners access to our platform through a specially-priced bundle, which includes:

  • Unlimited Individual Searches
  • Ability to Screen up to 5,000 Donor Records
  • Ability to create a list of up to 1,000 new Prospect Records
  • Access to our WE Learn platform and Service team for Training and Support

To learn more about our different Partner Programs, please fill out the form and a member of our team will contact you to answer your questions.