Pay it forward

Share WealthScan with someone you care about.

Most people have never had a clear, organized picture of their full financial life. If WealthScan helped you find clarity, send a no-pressure invite to a family member, friend, or colleague who might benefit too.

Refer Family & Friends

Know someone who'd love a clearer picture?

Share WealthScan with the people you care about. We'll send a warm, no-pressure invite from you so they can start their own Discovery whenever they're ready.

Warm, branded invite

The email opens from your own inbox so it feels personal — never automated.

Privacy first

We never share your information. Their data is theirs alone, just like yours.

Their own advisor

If they want help, they're matched to a trusted professional — no spam.