Partner Banner
WealthEngine Partner Programs
Meet Aaron Goldstein
Vice President of Alliances
View Aaron's bio or contact him.
Meet Vicki Claussen
Director of Partner Relations
View Vicki’s bio or contact her.
As a WealthEngine partner, you will be able to leverage our leading solutions for wealth identification, prospect research and screening -- positioning both you and your clients for maximum fundraising success. This allows you to better help your clients effectively identify, segment and target their donors.
A partnership with WealthEngine lets you:
- Tap into new revenue opportunities by expanding your offerings
- Focus your time and resources on delivering high-value services
- Control critical aspects of the client relationship
Our flexible partner programs offer opportunities and rewards for reselling WealthEngine services or referring clients to WealthEngine:
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Technology Partner, Consultant Partner or Service Provider
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Referring Partner
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Application, agreement and other requirements
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Included
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Co-branding, use of WealthEngine partner logo, website listing
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Included
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BASIC referral fee and discount opportunities
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Included
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ENHANCED referral fee discount opportunities
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Included
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Special offers and promotions
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Included
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Newsletter and access to industry information
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Included
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Included
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Special access to WealthEngine product roadmap and eligibility for Partner advisory board
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Included
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Partner Recognition & Awards
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Included
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Learn how a partnership with WealthEngine can help you build profitable, long-term and more strategic relationships with your customers. Contact us.
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