For brands, agencies & affiliate networks
Reach members
where they bank.
Your offers appear inside credit union and bank apps, in front of members who shop to invest. Rewards that appreciate, instead of discounts that disappear.
Sephora+$2.10invested
Target+$3.66investedSources: eMarketer, US digital banking users (2025); MX consumer research (2025).
How it works
Turn purchases into lasting loyalty.
Your brand appears inside the digital experience of member bank accounts.
An online purchase earns a shopping reward. The reward is invested in the member’s investment account.
Every purchase adds to something the member owns, creating a reason to choose your brand again without another discount.
* Partner with us directly, or through the agency or affiliate program you already use.
Why rewards, not discounts
Discounts are expensive. And train customers to wait.
Julie K.Founder, MidnightiesHear it from a brand partner
“It felt aligned with us as a premium brand because it’s not just giving someone another discount.”
“You don’t remember the $20 you got off. You remember the brand that helped you save every time you open your account.”
Julie K. · Founder, Midnighties · Sleepwear
How is this different from cashback or a loyalty program?
Cashback gets spent. Points get forgotten. Discounts train delay. WealthMeUp rewards are invested. They grow, and customers see that growth over time. It turns a transactional reward into something that feels like an investment in themselves.
What kind of results should we expect?
Margin improvement from reduced discount dependency, a lift in repeat purchase behavior, and increased engagement because customers feel invested. This works best for premium brands that don’t want to race to the bottom on price.
What does integration look like?
Direct partners install our Shopify app in about five minutes, set a reward percentage, and rewards are allocated automatically at checkout. If you work through an agency or affiliate program, we coordinate with them.
Who handles the investment side?
WealthMeUp Advisors LLC handles the investment management and the regulatory structure. Your brand does not take on investment infrastructure or advisory registration.
Is this compliant?
WealthMeUp Advisors LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. We work with licensed partners, including an SEC-registered broker-dealer and FINRA / SIPC member for custody. Compliance is handled on our side.
What if we work through an agency or affiliate network?
Send us a message with who you work with and we will take it from there. Your offers, reward level and placement stay under your control either way.
Ready to reach members where they bank?
Put your offers in front of members, inside the apps they already trust.