Sponsor the Next Generation of Wealth Leaders
Empower high-potential professionals and veterans to enter a thriving, high-demand industry.
The Wealth Management Accelerator (WMA) is reshaping the financial services landscape by creating a direct pathway for talented mid-career professionals and military leaders to enter the wealth management industry, an industry facing one of the most significant advisor shortages in history.
By sponsoring a participant or cohort, you are not just funding education. You're investing in leadership, economic mobility, and the future of financial advising.
Your support gives rising leaders access to:
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Series 65 licensing preparation
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Executive leadership and career training
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Wealth management fundamentals
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Mentorship, coaching, and a thriving professional network
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A clear path into high-impact careers
This is an opportunity to directly impact communities, expand representation, and strengthen an industry that desperately needs new, diverse, and mission-driven talent.
Why Sponsor?
1. Strengthen the Future of Wealth Management
The industry faces a projected shortage of nearly 100,000 advisors over the next decade. Your sponsorship helps close this gap with qualified, vetted, and values-driven professionals.
2. Expand Representation & Economic Opportunity
Many high-achieving professionals—especially veterans, women, and underrepresented minorities—have the talent but lack the access. Sponsorship bridges that gap.
3. Support Talent With Built-In Leadership Skills
Participants include mid-career professionals, seasoned contributors, and former military leaders with:
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Integrity
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Discipline
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Strategic thinking
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High accountability
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Mission-first leadership
These qualities make them ideal candidates for long-term success in wealth management.
4. Create Lasting Community Impact
Sponsoring a participant creates generational ripple effects—shifting financial trajectories for families, strengthening local economies, and increasing access to wealth-building professions.
Ways to Sponsor
1. Support one high-potential professional or veteran through the full 90-day program.
This option is ideal for:
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Individuals
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Philanthropists
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Family foundations
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Anyone wanting to directly support one future wealth leader
2. Sponsor Multiple Participants or an Entire Cohort
Looking to make a broader impact?
You can sponsor multiple seats or fund a full cohort of professionals preparing to enter the financial industry.
This option is ideal for:
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Corporations & ERG groups
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Financial institutions
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Family offices
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Wealth management firms
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Philanthropic organizations
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Universities & veteran support programs
Click below to discuss group or cohort sponsorships through our application form.
What Sponsors Receive
✔ Impact Report - outlining the success and progress of your sponsored participants
✔ Recognition (optional) on our website, events, or materials
✔ Direct insight into the growing pipeline of future wealth advisors
✔ Opportunities for partnerships with rising talent
✔ Meaningful contribution to diversity and leadership in finance
You’re not just sponsoring education.
You’re shaping the future of an entire industry.
Sponsor Interest Form
Support future wealth leaders. Strengthen the financial industry. Create lasting impact.
Please complete the form below to begin the sponsorship process. A member of our Partnerships Team will contact you within 24–48 hours
