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FAQs and Knowledge Base

Learn, fix a problem, and get answers to your questions.

News and updates

The latest industry news, updates and info.

Sign in

Register

Advisors

Access new
clients in minutes
with Wealthiee

Access new
clients in minutes
with Wealthiee

Access new
clients in minutes
with Wealthiee

We deliver clients - Directly to your inbox - And we give you the tools to manage them through out the sales process

Multi-currency accounts, high speed international transfers, borderless
cards, expense management, and online payments—all in one platform.

Create account

Contact Sales

Contact Sales

Talk to an account specialist to get started, +41 79 700 58 31

As featured on:

As featured on:

As featured on:

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Why Wealthiee?

The DACH regions best performing growth platform for advice firms

The DACH regions best performing growth platform for advice firms

The DACH regions best performing growth platform for advice firms

Discover just how easy it is to grow your business with Wealthiee

Book a demo

Immediate access to leads, direct to your inbox
Immediate access to leads, direct to your inbox

Instant access to new client prospects through our consumer-focused marketing strategies.

Instant access to new client prospects through our consumer-focused marketing strategies.

30% average conversion rate*

Target clients with the greatest potential for conversion when reaching out

Power to accept only the clients you want

You have complete control, and there's no need to compete with other advisers for prospects.

Leads tailored to your ideal client

Our security is based on the highest international standards.

Decide which leads you accept

Decide which leads you accept

Decide which leads you accept

So you only contact clients that have  the best chance of conversion.

Set your own criteria for the clients you most want to attract.

Set your own criteria for the clients you most want to attract.

Set your own criteria for the clients you most want to attract.

Set your own criteria for the clients you most want to attract.

See details of each enquiry and choose whether to purchase or reject.

See details of each enquiry and choose whether to purchase or reject.

See details of each enquiry and choose whether to purchase or reject.

See details of each enquiry and choose whether to purchase or reject.

Check daily how your profile is doing and optimise it for your business.

Check daily how your profile is doing and optimise it for your business.

Check daily how your profile is doing and optimise it for your business.

Check daily how your profile is doing and optimise it for your business.

Get started

Get started

personal user
personal user

Wealthiee Pro

Increase your conversion

Chat, set reminders, attach notes and link your calendar  to make connecting with clients even easier.

Set reminders and notes on your clients

Set reminders and notes on your clients

Set reminders and notes on your clients

Set reminders and notes on your clients

Manage all your clients in one place

Manage all your clients in one place

Manage all your clients in one place

Manage all your clients in one place

Reach clients in multiple locations

Reach clients in multiple locations

Reach clients in multiple locations

Reach clients in multiple locations

Learn more

How to get started

It’s simple to start using Wealthiee

It’s simple to start using Wealthiee

It’s simple to start using Wealthiee

Expand your business and your client reach

Get started now

Ready to get started?

Get perfect clients delivered straight to your inbox and the tools to manage them throughout the sales process.

Get perfect clients delivered straight to your inbox and the tools to manage them throughout the sales process.

Get perfect clients delivered straight to your inbox and the tools to manage them throughout the sales process.

Book a free demo