Get FREE Referral Toolkit

Reach more wealthy prospects in less time

Unlock a steady flow of referrals to high & ultra high net worth prospects.

Get FREE Referral Toolkit

Take control of your pipeline

Access more prospects in less time

Supercharge your growth

We understand how challenging it is to access the right wealthy prospects.


Referrals are too important to leave to chance, and yet most organizations don't have a process they can rely on to produce a steady flow of wealthy, accessible prospects.


Are you and your team:


âś” Waiting for introductions to come to you?

âś” Missing opportunities right under your nose?

âś” Leaving money on the table?


Get FREE Referral Toolkit
Access the right wealthy prospects

John Thiel

Former Head of Merrill Lynch Wealth Management


"Throughout my years in leading a wealth management business and teaching sales training, it was difficult to change habits and approaches to develop and use referrals. WealthQuotient provides the tools to scale a data and referral driven approach both for individuals as well as global organizations. Well done!"

Joshua R. Newton

Senior Vice President of Advancement at Emory University


"We are in a business of relationships, yet we often fail to leverage those relationships to effectively build and strengthen our businesses. WealthQuotient challenges us to think differently about how we use data and information to deepen our existing relationships, while simultaneously expanding our networks. That’s the magic of their methodology!"

Courtney Smith

VP of Private Client Relations and Events at Fendi


"I have spent my career growing some of the world’s most influential … ultra-luxury brands, while working with some of the most discerning clients in the world. You can have all the information in the world on the most highly sought-after individuals but it means nothing if you do not have the trusted referral to get you there. WealthQuotient helps bridge this gap."


No matter the size of your organization, WealthQuotient will help you supercharge your growth.

Enterprise Engagements


Do you represent a luxury brand, financial firm, non-profit, or academic institution? Our world-class coaching team works directly with your sales and fundraising team. We unify and empower your organization to make sure no more opportunities fall through the cracks.

Get FREE Referral Toolkit

Individuals & Small Business


Are you an individual or small business interested in the same world-class coaching we provide to our enterprise clients? WealthQuotient University is an eLearning platform created especially for you. WQU helps you create an ongoing pipeline of wealthy accessible prospects AND teaches you how to turn them into your highest value clients and donors.

Get FREE Referral Toolkit

Building a pipeline of wealthy prospects doesn't have to be so complicated


The top global brands in luxury, financial services, nonprofit, and higher education use our proven process, resulting in:


Thousands of hours saved

Tens of thousands of accessible High & Ultra Net Worth, and Billionaire prospects identified

Increased return on time

Organizations we’ve served

Airbus Corporate Helicopters • Airbus Corporate Jets • American Forests • American Warrior Project • Arthur J. Gallagher • Ascent • Atrium Health • Bessemer • Cassady • Chief Executive Air • Citi • Constellation Wealth • CRU • Declaration Partners • Denison Yacht Sales • Embraer • Emory University • Engel & Volkers • Extell • Family Office Exchange • Fendi • Georgia State University • Global Citizens • Gresham • Gulfstream • Haggai • Habersham • HCB • International Fund for Animal Welfare • Leukaemia Foundation • Luxury Portfolio • Many Hopes • Miami University • Movember • National Christian Foundation • New York University • Oil Nut Bay • Paul Hobbs • Phoenix Children’s Hospital • Project C.U.R.E. • Regional Hospice • Room to Grow • St Joseph’s University • The Global Fund • Tiffany • Treasury Wine • University of Connecticut • University of Michigan • University of Michigan Medicine • University of New Haven • VistaJet • Watches of Switzerland • Wheels Up • William Blair • World Vision • YSL

Our process works for them.

Here's how to make it work for you.


1. Take Free Assessment

Answer a few questions to help us understand your current referral process and any challenges you face. 

2. Schedule a Call to Review

We'll discuss the results of your diagnostic, answer your questions, and provide real value during this call.

3. Supercharge your Growth

Get a steady flow of accessible, wealthy prospects you can depend on and supercharge your growth.

Download The First Chapter of Our Book (Free):

3 Mistakes That Are Blocking Your Growth (and how to fix them)

Download the first chapter of WealthQuotient Book (3 Mistakes That are Blocking Your Growth)

In this chapter you'll learn how to:

  • Create the right marketing plan for YOUR affluent client

  • Focus your time on the affluent prospects you already have access to (even if you don't know them yet.)

  • Stop getting the response "I don't know. Let me think about it and I'll get back to you." when you ask for a referral.