WealthWise helped you see your financial picture clearly. Help a friend do the same - and earn $25 in account credit every time they subscribe. Finance creators earn 20% recurring.
How It Works
Three steps to earning.
Get your referral link
Sign in to WealthWise, open Settings → Referral, and copy your unique tracking link.
Share with your network
Send it to friends, family, or post it in finance communities, newsletters, and social feeds.
Earn account credits
When a friend subscribes to Pro or Family, you both get a reward. Automatically, no claims needed.
Program Tiers
Two ways to earn.
Start by referring friends. Level up to affiliate when your audience grows.
Customer Referral
Refer a friend. Both of you benefit.
- Unique tracking link
- 30-day attribution window
- Referral status dashboard
- Credit auto-applied to subscription
Finance Affiliate
For finance influencers, advisors, and creators. Earn every month your referrals stay.
- Custom affiliate dashboard
- 60-day attribution window
- Monthly payouts via Stripe
- Real-time analytics
- Dedicated promo code
- Co-branded landing page option
Requires: Application review - approved within 3 business days
Community
What members say.
"I recommended WealthWise in my finance newsletter and three subscribers upgraded the same week. Got $75 in credits without lifting a finger after that initial mention."
Marcus O.
Personal Finance Newsletter, 8K subscribers
"My financial advisor friends have been sharing their referral links. The $25 credit stacks with annual billing, so their clients essentially get a free month."
Sarah J.
Registered Financial Planner
FAQ
Common questions.
When do I receive my $25 credit?
Account credits are applied automatically within 48 hours of your referred friend's first paid subscription. You'll see it reflected in your billing settings.
Is there a limit on how many people I can refer?
No cap, no expiry. Refer as many friends as you want - every paid conversion earns you $25 in account credit.
What qualifies as a "paid referral"?
When someone you referred subscribes to WealthWise Pro, Family, or Lifetime - any paid plan counts.
How does the extended trial for my referee work?
When your friend signs up using your referral link, their trial automatically extends to 14 days instead of the standard 7. No code needed.
What is the Affiliate program for?
The Affiliate program is designed for finance content creators, newsletter writers, advisors, and influencers who regularly recommend tools to their audience and want recurring income from those recommendations.
How do affiliates receive payouts?
Affiliates are paid monthly via Stripe. There's a minimum $50 payout threshold. Funds are transferred directly to your bank or debit card.
Start earning today.
Get your referral link in seconds. No approval needed for the Customer Referral tier.