Partner program
Refer the pros you already trust. Get paid every month.
If you already recommend WealthScan to advisors, tax pros, or estate attorneys — you should be paid for it. Our partner program tracks every signup transparently, with monthly payouts and no minimum threshold.
Affiliate
20%
Recurring on every paid pro you refer, for 12 months.
Ambassador
30%
Recurring lifetime once you cross 5 active referrals.
Strategic
Custom
Co-marketing, dedicated landing page, white-glove onboarding.
How it works
- 1Sign up for a free WealthScan client account and grab your unique referral link from your hub.
- 2Share it with advisors, tax pros, or estate attorneys — or with families who'd benefit from triad coordination.
- 3We track every signup, trial, and paid conversion in your dashboard in real time.
- 4Payouts go out monthly via Stripe — recurring for as long as your referrals stay active.
Transparent attribution — every click and conversion logged
No minimum payout, no clawbacks after 30 days
Co-branded landing pages for strategic partners