Customer care

Refund & Cancellation Policy

Clear options based on the stage of your customized WealthOps Engine LLC service.

Effective July 28, 2026

Plain-language summary: Cancel before customized work begins for a full refund. After research or production begins, fees are generally non-refundable because the work is made for your company. Duplicate charges, failed delivery, and material defects will be reviewed and addressed.

Before work beginsEligible for a full refund when the cancellation request is received before research, analysis, or production starts.

After work beginsGenerally non-refundable because research time and customized production have been committed to the order.

After deliveryReport a failed delivery, duplicate charge, or material defect so WealthOps Engine LLC can investigate and provide the appropriate remedy.

One-time research products

The Executive Benchmark™ and Executive Intelligence Report™ are customized professional research services. A request received before customized research, analysis, or drafting begins is eligible for a full refund. Once work begins, the purchase is generally non-refundable.

Problems with an order

Contact customer service if you believe you were charged more than once, did not receive the purchased deliverable, or received a deliverable with a material defect or a material difference from the purchased description. WealthOps Engine LLC may verify the order, correct or re-deliver the work, or approve a full or partial refund when appropriate. This does not limit rights that cannot be waived under applicable law.

Quarterly Intelligence Membership™

You may cancel future membership renewals by emailing customer service from the purchasing email address before the next billing date. Cancellation stops future charges and the membership continues through the current paid billing period. Charges for a billing period that has already begun are generally non-refundable unless required by law or approved to correct a duplicate or erroneous charge.

How to request cancellation or refund review

Use the customer-service form.
Include the purchaser name, purchasing email, company, product, purchase date, and reason for the request.
Do not send a full card number, password, or other sensitive authentication information.

WealthOps Engine LLC will review the order status and reply by email. If additional information is needed, customer service will explain what is required.

Approved refunds

Approved refunds are issued through the original payment channel when available. The time for a credit to appear depends on the payment provider and financial institution. WealthOps Engine LLC will provide confirmation after the refund is submitted.

Questions

For general guidance, visit the Customer FAQs. For an order-specific question, use the customer-service form.