Match and refer your clients to trusted,
verified and regulated professionals.
Revolutionising Professional Referrals
What We Do
Wealth Connected is an intelligent digital referral & matching platform that revolutionises how high net worth (HNW) clients are referred between professional intermediaries. By addressing critical industry challenges including changing regulation, increased scrutiny, time pressures, broken trust, lack of transparency, changing demographics, and the need for growth, Wealth Connected provides a robust, auditable, and compliant solution that benefits both professional intermediaries and their clients.
Why Join Wealth Connected?
Suitability - Deliver a better outcome for clients
Connect your clients to trusted professionals that have been professionally vetted by our team, to ensure their suitability when being matched and referred to your clients, meeting their specific needs, whilst ensuring all referrals are in the client's best interests.
Compliance - A compliant solution for your business.
Independent, transparent and risk-aware. In a world of increased scrutiny, our referral process is fully compliant and auditable, helping you reduce regulatory risk while reinforcing your reputation for integrity and professionalism.
Growth – Improve your ROI and profitability
More time for clients. More value for your business. Receive pre-qualified, high-quality leads from Wealth Connected, whilst freeing up your time to deepen existing relationships, boost client satisfaction, and grow your revenue.
How We Work
Compliant Connections.
Client-Centred Outcomes
Data-driven insight, human-centred matching.
Wealth Connected gathers individual performance, expertise, and experience data from a wide network of professionals—each verified and approved through our independent assessment process.
Client-first enquiries, crafted by trusted intermediaries.
Professional advisers submit tailored enquiries on behalf of their clients, reflecting individual priorities, preferences, and personal interests.
Intelligent matching, meaningful connections.
Our curated database intelligently recommends a minimum of three like-minded professionals—ensuring suitability, alignment, and choice for every client referral.
Our Vision
To become the definitive global platform where every professional intermediary instinctively turns for HNW referrals. We envision a world where Wealth Connected has revolutionised professional connections, creating a self-perpetuating ecosystem that sets the industry standard for matching and referring HNW clients to the right professional.
Our Values
Excellence
We are committed to connecting clients only with the highest calibre professionals who meet rigorous standards of technical knowledge, service quality, and ethical conduct. Every referral reflects our dedication to excellence.
Integrity
Trust is the foundation of every successful referral. We protect it through transparent processes, ethical practices, and a deep respect for confidentiality — ensuring that every connection is made with discretion and professionalism.
Client Centricity
We place the client’s needs at the heart of every referral. By ensuring introductions are based on verified expertise and genuine relevance, we help professionals act in their clients’ best interests. Every decision we make prioritises the specific needs and required outcomes of the client.
Innovation
We continuously evolve our platform to meet the changing needs of professionals and their clients. By leveraging technology thoughtfully, we are redefining how trusted referrals are made — making them smarter, faster, and more impactful.
Accountability
We support professionals in upholding the highest standards by providing a transparent, structured referral process. We take ownership of our role in facilitating successful connections and measure our success by the outcomes achieved by clients.
Our Work
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Testimonials
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