Welcome to WealthEngine, Inc., a Delaware Corporation with its principal office at 4330 East West Highway, Suite 950, Bethesda, Maryland, 20814 (“WealthEngine”).   By using the Services, You are entering into these Terms of Service on behalf of a company or other legal entity (the “Client”), and You represent and warrant that You have the authority the Client to these Terms, in which case “You” or “Your” shall refer to the individual user, and “Client” shall refer to the legal entity they are representing.  These Terms of Service, consist of the terms on this webpage (“Introduction”) the Terms, Authorized Use Policy, and the Sublicensing Terms, hyperlinked below, which collective are (the “Agreement” or “Terms of Service”). This Terms of Service form a legally binding agreement between Client and WealthEngine. This Agreement may also be supplemented by certain Additional Terms, which are agreed to by Client and WealthEngine in a signed writing and purport to modify this Agreement. This Agreement is a binding agreement between Client and WealthEngine. Certain capitalized terms, if not defined elsewhere herein, shall have the meanings set forth in the Terms.

Please review the following terms carefully.  By using this web site (the “Site”) in any way, including using, transmitting, downloading, or uploading any of the services or functionality (the “Service”) made available or enabled via the Site by WealthEngine, or merely browsing the Site, You are agreeing to this Agreement as an authorized representative of Client. If the Client does not agree with these Terms of Service, please do not use the Service. You and Client may not use the Service, or accept this Agreement, if (a) You are under the age of 18; (b) or do not have the authority to form a binding contract between Client and WealthEngine; (c) a consumer that is not working as a representative of a company or other legal entity; or (d) You are prohibited by law from receiving or using the Service.  

The following documents are incorporated into this Agreement by reference:

  1. The Terms: (“Terms”) these Terms apply to any and all use of the WealthEngine Site and Services.
  2. The Authorized Usage Policy: (“Authorized Use Policy”) the Authorized Use Policy applies to any and all use of the WealthEngine Site and Services.
  3. The Sublicensing Terms: (“Sublicensing Terms”) these Sublicensing Terms only apply to Clients who make any WealthEngine Site or Services available to their Customers.
  4. WealthEngine’s Security Policy: (“Security Policy”) this Security Policy sets forth WealthEngine’s security policies and procedures.

Again this Agreement (collectively this Introduction, the Terms, the Authorized Usage Policy, the Sublicensing Terms, WealthEngine’s Security Policy, and any applicable Additional Terms and Conditions) form a binding legal agreement between the Client and WealthEngine.

Questions? Concerns? Suggestions?


Please contact us at contracts@wealthengine.com or WealthEngine, Inc., 4330 East West Highway, Suite 950, Bethesda, Maryland 20814, Fax855-879-6082 to report any violation of these Terms of Service or to pose any questions regarding this Terms of Service or the Services.

Call us at 877.927.8071 to find out more.

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