Disclosure Policy & Ethical Integrity
January 6, 2024
At Wealthtender, We Operate with Integrity
Wealthtender, Inc. is an independent publisher and advertising-supported directory platform and comparison service. Wealthtender, Inc. is not an investment advisor.
Our staff takes great pride in the quality of information and resources we publish on wealthtender.com and the ethical standards we follow across our website, social media accounts, and other outlets.
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms.
The compensation paid by financial advisors and advisory firms to Wealthtender is generally calculated by multiplying the number of financial advisors participating in a single subscription by the monthly cost for each chosen plan found on this pricing page. Wealthtender, in its sole discretion, may offer discounts from these published rates or institute an alternative pricing model.
Operating with integrity and transparency must always be our priority to earn your trust. Here’s what you can expect from us, including a discussion of how we make money.
We’re Here to Serve You
Wealthtender exists to help people discover the most trusted and authentic financial professionals and educators in the finance community.
We coined the term wealthtender to describe these financial professionals, educators, and service providers who are dedicated to helping people enjoy life more with less money stress.
Our website is designed to help you find the financial professionals, educators, and service providers best for your individual needs.
Our partners, including financial professionals, educators and advertisers, cannot pay Wealthtender to guarantee a favorable review of their products or services.
We acknowledge that we may be influenced to write more about professionals, products and services from our partners which may also influence where on our site these professionals and products appear, but our commitment to you always remains providing an unbiased discussion of any professional, product or service featured on Wealthtender.
Easy-to-Use Directories
Are you looking for help on a particular topic or just want to be smarter with your money? Our easy-to-use directories will help you discover a diverse mix of financial professionals, educators, and resources to meet your individual needs.
Wealthtender generally charges a monthly or annual fee for providers (e.g., financial advisors, coaches, etc.) to be listed in our directories, excluding nonprofit organizations eligible for free listings.
While our directories do not feature every provider available to you, we’re proud to partner with financial professionals and educators who have gained the trust of their clients, readers, listeners, and subscribers.
Articles from our Staff and our Partners
We offer hundreds of articles on Wealthtender written by our staff, our partners, and other writers who share our passion for helping people enjoy life more with less money stress.
Wealthtender earns money from finacial professionals, educators, and companies who compensate us for featuring them, their products and/or services on wealthtender.com, our social media accounts, emails to our subscribers and via other outlets.
Examples of compensation we may receive include monthly subscription revenue from financial professionals who pay to be featured on our platform, including opportunities to be quoted in articles (and/or author articles) published on Wealthtender and partner websites; referral payments if you sign up for a product or service offered by one of our partners (often through links in articles we publish); and payments for sponsored posts.
Articles published on Wealthtender written by our partners may also include references and links to products and services that provide compensation to our partners.
Partnering with Newer Companies
Wealthtender advertising partners may include newer companies, including financial professionals with recently launched firms, that have not yet established a significant operating history. Wealthtender is a newer company itself, and we take great pride in supporting other startup companies and their founders who are dedicated to building new and innovative products and services intended to help our readers.
We believe many of our readers share our passion for discovering new products and services not available from more established companies, often featuring improved technology and lower costs. Because newer companies typically lack the considerable resources and financial stability of more established companies, there is heightened risk that products and services may not yet be fully developed or could cease to exist if the company is unable to continue operations due to a lack of funding.
Our CEO, Brian Thorp, is an active angel investor and advisor to startup companies, which means he personally invests directly and indirectly in newer companies, as well as providing their founders and teams with advice and guidance to help grow their businesses. Wealthtender partners may include newer companies that our CEO has invested in and/or has an advisory relationship. Please visit Brian’s LinkedIn profile for details about his professional experience and advisory roles with startup companies.
Additional Disclosures
Please also refer to our terms of service and privacy policy for additional information. If you have any questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
Wealthtender, Inc.
1401 Lavaca Street #893
Austin, Texas 78701
© 2024 Wealthtender, Inc.