For Financial Advisors

Help your clients unlock home equity
via multiple tax advantaged means

Wellahead gets homeowners cash to cover the care they need while protecting them from financial predators.

Refer a client
Talk to us

Why Wellahead?

Avoid losing potential clients
Wellahead recovers lost clients by quickly giving them options to cover the anticipated care needs.
Get more hours per client
Existing clients who can't pay for additional hours can use Wellahead to unlock more funds.
Headshot of Michael Slupecki, CEO of Grisworld Franchise Systems
For our clients who are concerned about affording enough care, partnering with Wellahead has been a welcomed new resource. They have made a great effort to get to know the staff, so the partnership process has been pleasantly seamless. We were able to refer clients immediately.
Michael Slupecki
CEO Griswold Franchise Systems
Top care providers trust Wellahead for their clients
Refer a client

You sign more clients.
Wellahead does the work.

1

Refer potential clients that are hesitating due to affordability, but also own their own homes.

2

We ask your client a few questions and then present multiple, unbiased options that best meet their needs.

3

Your client makes their selection and we help them get the cash needed for your services within just 1-3 weeks.

Vetted providers only.
No financial predators or biased agents.

Home Equity Investment
30 days to money
4.7 Trustpilot Rating
Home Equity Line of Credit (HELOC)
30 days to money
4.2 Trustpilot Rating
Reverse Mortgage
30 days to money
4.9 Trustpilot Rating
Sale-Leaseback
30 days to money
4.6 Trustpilot Rating
Direct Sale
30 days to money
Personal Loan
30 days to money
4.6 Trustpilot Rating
See more

Frequently Asked Questions

How do you protect our clients and their families from predatory practices?

We don’t talk about affordability with our clients. How do we bring you into the conversation?

How do we refer potential clients to you and how long does it take? Do I need to be able to explain your financial products?

Do you also handle veterans’ and Medicaid assistance?

More questions?

Call or text (984) 464-8280

partners@wellahead.co

Wellahead Concierge
Illustration of smiling Wellahead users

Let us help get the care you need

Refer a client

Have questions? Call or text (984) 464-8280 or email partners@wellahead.co