For wealth advisors, estate planners, attorneys & CPAs

Refer the clients you already advise. Earn 15% recurring.

Your clients manage complex wealth across multiple advisors, entities, and accounts. LegacyTrackr gives them one secure place to organize the full picture and ensure their family can access it when it matters. We pay you 15% for the introduction, for as long as they stay a customer.

Apply to become a founding referral partner

We're selecting a small group of advisors for our initial program.

First name

Please enter your first name.

Last name

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Work email

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Firm name

Please enter your firm name.

I work as a

Please select your advisor type.

Please describe your role.

Roughly how many clients

Please select a range.

Anything we should know? (optional)

We review every application personally. You'll hear back within a few business days.

Application received.

Joel Phillips, our CEO, will review your application and follow up personally within a few business days.

Apply

We review every application and reach out personally.

Share your link

Your dashboard gives you a tracked link and an email invite flow. Disclosure is built in.

Earn 15% recurring

You earn a commission on every payment your referred client makes, for as long as they subscribe.

No client data risk

You never touch client data. Your clients' privacy is fully protected.