Apply for members
WealthPeak AI is a private platform designed exclusively for bankers and financial professionals advising V/UHNWIs. To keep our community secure and trusted, all memberships go through a short application process.
Sign up
Sign up
WealthPeakAI is in closed pilot now, invited members will receive an email from our team. The email will guide you how to set up the account and get started.
Self-service application will be opening soon. Stay tuned for updates and be ready to join WealthPeak AI.
Approve
Approve
Please also check your junk mail box if you don’t see our email in your inbox.
14-days free trial
14-days free trial
All members met our criteria will enjoy a 14-day free trial period to use WealthPeak AI platform. No credit card are required. During this trial, you can explore all the features and benefits of our platform.
Early member program
We’re looking for awesome members to be our advocates.
WealthPeak AI is at the forefront of innovation, and we are inviting passionate members to join our early access program. As an early member, you'll gain exclusive benefits, including full access to our platform at a significantly reduced rate.
Early Members Offer
Lifetime 50% of regular membership price, applied to every year of your future membership as well.
- Our expectation
- Users who are excited about WealthPeak and willing to share their experience with others. You will be asked to fill in a survey to share your comments of using WealthPeak and we will publish your comments on our websites with your approval.
- How to apply
- Let our team know you are interested in joining our early member program by sending an email to us. We will get back to you within 2 business days.
- Application closing any time soon.
Frequently asked questions
Empowering your financial journey.
© 2025 WealthPeak AI. All rights reserved.
