Confident professional smiles in a headshot with a nature-inspired backdrop.

“Wealthtender is one of the best decisions we have made as a firm. I wish we had done it sooner.”

Gerry Barrasso

President & Founder
United Financial Planning Group

Here’s what you can get done with Wealthtender in your first 30 days.

✔️ Sign up in two minutes
✔️ We create your profile(s)
✔️ Choose your benefits

✔️ Rank higher in search engines (SEO)
✔️ Enhance visibility in AI search tools (AEO/GEO)
✔️ Get found in local and specialist directories
✔️ Gain media exposure to build authority
✔️ Invite clients to write reviews
✔️ Promote client testimonials

✔️ Budget-friendly plans
✔️ Higher lead conversion
✔️ Lower acquisition cost

How Wealthtender Compares

Wealthtender is the Digital Marketing Leader for Growing Advisors & Wealth Management Firms

Solution Provider  width=  width=  width=
Company Website (Link) Wealthtender Indyfin by WiserAdvisor Amplify Reviews Testimonial IQ
T3/Advisor Software Survey User Rating (2024) 8.03 (Extraordinary) Not Rated Not Rated Not Rated
PRICING
Lowest Monthly Cost (1 Advisor) $49/mo. $99/mo. $99/mo. $79/mo.
Multi-Advisor Discounts Yes (5+ Advisors) Unknown Yes Yes
INBOUND LEAD GEN BENEFITS
Consumer Website wealthtender.com indyfin.com
Monthly Consumer Traffic ** 50,000 4,000
Domain Authority (SEO Strength) ** 40 19
Advisor Profile with Client Reviews (SEO/AEO Schema)
Advisory Firm Profile with Client Reviews (SEO/AEO Schema)
Gold Stars Appear in Google Search Results (SEO/AEO Schema)
Review Sync™ (Sync Firm Reviews to Advisor Profiles)
TESTIMONIAL MARKETING TOOLS
Embed/Display SEC-Compliant Testimonials on Advisor Website ✅ (↗️ Learn More)
Easily Create Social Media Content from Client Testimonials ✅ (↗️ Learn More)
AWARD RECOGNITION
Wealthtender Voice of the Client™ Awards ✅ (SEO/AEO Schema)
ADMINISTRATION FEATURES
Dashboard to Manage Reviews
Convert Google Reviews to SEC-Compliant Testimonials
ADDITIONAL DIGITAL MARKETING BENEFITS
Get Quoted in the Media ✅ (↗️ Learn More)
Get Featured in Local Guides ✅ (↗️ View Guides)
Gain Recognition for Areas of Specialization ✅ (↗️ View Guides)
Professional Advisor Community ✅ (↗️ Learn More)
View Table Disclosures

** Domain Authority as of January 2025 (Source: Moz) & Estimated Monthly Consumer Traffic as of January 2025 (Source: Ahrefs)

*** Tools that enable consumers to submit Google Reviews introduce advisory firms to significant regulatory risk. In FINRA Regulatory Notice 17-18, FINRA offers guidance for Registered Representatives applicable to social networks (e.g., Facebook, LinkedIn, Google Reviews), stating: “FINRA does not regard unsolicited third-party opinions or comments posted on a social network to be communications of the broker-dealer or the representative for purposes of Rule 2210, including the requirements related to testimonials in paragraph (d)(6).”

Based on this language, FINRA makes it clear that the act of solicitation triggers disclosure requirements not supported by the Google Reviews platform.

Should SEC Registered Investment Advisors not subject to FINRA oversight expect the SEC to take a more lenient stance?

We don’t believe so and don’t think it’s worth the risk. Wealthtender believes it’s highly likely the SEC will take issue in upcoming exams and sweeps with advisors proactively soliciting reviews on platforms known to be incompatible with the Marketing Rule.

With its principles-based rule intended to ensure consumers gain important information to make more informed decisions, we don’t expect the SEC to look favorably upon a rampant proliferation of advisor reviews on platforms incapable of addressing the Marketing Rule’s prohibitions and disclosure expectations.

We could update our platform tomorrow to enable consumers to submit their reviews to Google. That’s not the issue. We’re simply not in the business of ‘doing it anyway’ and asking for forgiveness later.

We designed our platform for 100% compliance with the SEC Marketing Rule. We’re not here to get cute or help advisors bend the rules. We’re here to empower advisors to abide by them and succeed with compliant testimonial marketing.

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The image shows the Kitces.com logo featuring a large stylized blue "K" followed by "ITCES" in blue, with ".com" in smaller blue text beneath the letters.
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Get in Front of More Prospects

Get Found on Wealthtender

Gain visibility on the first financial advisor online review website and #1 find-an-advisor directory visited by 500,000+ consumers annually.

Your Wealthtender profile page benefits from our industry-leading Domain Authority to strengthen your SEO.

Unlike basic find-an-advisor sites that limit your visibility to one directory, you have opportunities featured in local guides and specialist showcases that often rank on the first page of Google for search terms popular among people looking for an advisor.

“Paid web listings” like Wealthtender regularly rank as a Top Marketing Strategy in Kitces Research Surveys on Advisor Marketing.

Wealthtender is designed with compliance at its core. We love making compliance officers smile.

Outsized ROI. Low Monthly Cost.

Digital marketing doesn’t have to be expensive. Wealthtender plans start around $49/month with no long-term commitment. We offer discounted pricing if you prefer annual billing.

Enjoy Done-for-You setup at no additional cost. Your profile will be published within 2 business days.

Grow with Testimonial Marketing

Accelerate the trust-building process with prospects by joining the industry’s first SEC-compliant testimonial marketing platform.

Certified Advisor Reviews™

Certified Advisor Reviews help consumers make smarter hiring decisions when choosing a financial advisor. Advisors can opt in or turn off Certified Advisor Reviews at any time. Learn more.

Your Stars Shine on Google

About one week after receiving 5 reviews, advisors can expect to see their gold stars appear in Google search results with their Wealthtender profile page. These positive trust signals are powerful with prospects.

Reviews on Your Website

Wealthtender provides easy-to-use widgets to collect and/or display client reviews on your website, in addition to your Wealthtender profile page. Add a testimonials page to your website with just a few clicks. Learn more.

Compliance Friendly

Before a new review is published, a notification is sent to the financial advisor (or compliance designee) to provide appropriate disclosures. Once added, the review is published. Watch the 7-minute demo video.

Optimize Your Online Reputation

Grow your prospect pipeline with impactful SEO to rank higher on Google while strengthening your online reputation.

Build authority and stand apart from other advisors by getting quoted in the media and on Wealthtender, with weekly opportunities to gain national media recognition in major publications and popular websites.

Gain backlinks to strengthen your online reputation and improve your credibility with search engines.

Get discovered in resources important to your business and popular with prospects, resulting in “multiple shots on goal”.



Your reviews on Wealthtender send positive trust signals to Google.

Collect reviews compliantly on Wealthtender. Rank higher in search engines. Accelerate the trust-building process with prospects.


Promote Your Reviews With Testimonial Marketing Studio™

Harness the full potential of your online reviews to compliantly convert more prospects into clients.

✔️ Access a growing library of professionally designed video and image templates

✔️ Import your online reviews from Wealthtender into Studio projects with just two clicks

✔️ Create scroll-stopping social media content and impactful resources for marketing campaigns in < 2 minutes

✔️ Preview and regenerate projects to optimize their design and ensure disclosures satisfy compliance requirements

↗️ Take a Tour and Learn More About Testimonial Marketing Studio

With free Done-For-You setup service, getting started with Wealthtender is quick and easy.

1. Get Started | ⏱️ ~ 5 minutes
  • Sign Up: 2 minutes
  • Profile Setup: 0 minutes 
  • Review / Personalize Profile: 1 to 5 minutes

Within a business day or two, Wealthtender creates your profile and notifies you when your profile is ready for review. You can edit and personalize your profile further with an experience similar to editing their LinkedIn profile.

2. Setup & SEO Activation | ⏱️ ~ 0 minutes
  • Profile Indexed in Search Engines: 0 minutes
  • Added to Find-an-Advisor Directory: 0 minutes
  • Featured in Local Guide: 0 minutes
  • Added to Designation Guides: 0 minutes

After your profile is published, Wealthtender submits it for indexing by search engines. This generally results in your profile appearing on the first page of Google search results for relevant keywords within a week.

Your profile is then added to the primary find-an-advisor directory on Wealthtender, in addition to being featured in your local guide, where prospects in your area can find you using tools like interactive maps with filtering options.

If you hold a professional designation(s), you are also added to guides that help consumers find advisors with advanced credentials (e.g., CFP, AIF, etc.) 

3. Choose Your Benefits | ⏱️ ~ 5 minutes
  • Benefits Selection Form Completion: ~5 minutes

Wealthtender sends you an email with a link to a personalized form that provides an overview of the additional benefits available to you.

In less than 5 minutes, you can confirm additional consumer guides where you would like to be featured (based on your ideal client type or areas of specialization) to increase your visibility with consumers visiting Wealthtender.

You can also opt-in to receive notifications to get quoted in the media, and request information about additional benefits, including how to get started with online reviews. 

4. Online Reviews | ⏱️ ~ 15 minutes
  • Introduction Video: ~ 7 minutes
  • Turning On Reviews Feature: ~1 minute
  • Setting Up / Sending Email Template to Request Reviews: ~4 minutes
  • Adding Disclosures to Incoming Reviews: ~1 minute (per review)

Wealthtender provides how-to videos, templates, and a quick-start checklist to ensure you get off to a great start asking for reviews from your clients and promoting them compliantly.

“We have seen more immediate impact from Wealthtender than the ‘big’ marketing firm we are spending thousands on.”

SEC Registered Investment Advisor

Headquartered in Austin

“Wealthtender is really setting the bar higher. My profile is really kind of beautiful… and I’ve gotten a couple of clients from Wealthtender as well. So overall, a big fan!”

Indianapolis, IN

Registered Investment Advisor

Based in Indiana

“I reviewed Wealthtender and their client review process, and I am good with it, I actually, really like their process.”

Lynchburg, Virginia

Chief Compliance Officer, Barron’s 2022 Top 100 RIA Firm

Headquartered in Virginia

Read more feedback from financial professionals sharing what they ❤️ about Wealthtender.

Certified Advisor Reviews - Wealthtender Testimonial Marketing
Success Story

Learn how United Financial Planning Group grows its business with a testimonial marketing strategy powered by Wealthtender.



Advisory Firms Convert More Prospects Into Clients With Certified Advisor Reviews™

Wealthtender offers the industry’s first financial advisor review platform designed for SEC Marketing Rule compliance.
Certified Advisor Reviews™ help consumers make smarter hiring decisions when choosing a financial advisor.

Unlike sites like Google and Yelp, your advisors’ reviews on Wealthtender always include disclosures to satisfy regulatory and firm requirements. You can choose to only display reviews from clients and use admin tools to ensure regulatory compliance and protect the privacy of your firm’s clients. If you have received Google Reviews, Wealthtender’s import tool helps you unlock their potential to strengthen SEO (search engine optimization) and promote them compliantly. You’re always in control of the features accessible by your advisors.

Online reviews accelerate the trust-building process with prospects. Your advisors already build credibility with their experience and credentials. With online reviews, your advisors also establish an emotional connection with prospects, increasing their likelihood of setting up an introductory call and choosing to hire your advisors over others without reviews online.

Your advisors’ reviews appear on wealthtender.com, visited by 500,000 consumers annually. Your advisors’ reviews also send positive trust signals to Google’s algorithm, and their gold stars will shine bright in search results, helping your advisors stand apart from advisors who lack reviews to win more business. It’s also easy to display reviews on your advisors’ websites and create scroll-stopping social media posts showcasing client testimonials.


Questions about Wealthtender? We have answers.

If you can’t find what you’re looking for, please email yourfriends@wealthtender.com.

Can financial advisors with reviews published on Wealthtender expect to convert more prospects into clients?

Yes. Firms like United Financial Planning Group (showcased in this case study) and advisor testimonials about Wealthtender demonstrate how financial advisors and wealth management firms are converting more prospects into clients with Wealthtender as their digital marketing partner.

We also encourage you to ask the AI tool of your choice how collecting verified client reviews on Wealthtender can improve your conversion rate of prospects into clients. For example, ChatGPT estimates the conversion impact of joining Wealthtender to result in a 2x to 3x lift in the number of your prospects becoming clients.

Graphic with ChatGPT logo and quote: "Financial advisors with client reviews on Wealthtender are 2x to 3x more likely to convert a prospect into a client..." Includes a button to see the full response on LinkedIn.

Here’s the response from a ChatGPT query explaining how collecting client reviews on Wealthtender can significantly improve your prospect conversion ratio.

Prompt: If you had to estimate how much more likely it is for a financial advisor with client reviews published on Wealthtender to convert a prospect into a client over an advisor without a presence on Wealthtender, what would you say?

ChatGPT Response (Summary): While precise data would require access to controlled studies or internal analytics from Wealthtender, we can make an informed estimate based on known marketing and behavioral principles. Estimated Conversion Impact: Financial advisors with client reviews published on Wealthtender are 2x to 3x more likely to convert a prospect into a client compared to those without a presence on the platform. ↗️ View the full response on ChatGPT


How does Wealthtender help advisors and wealth management firms optimize for visibility in search engines (SEO) and AI tools (AEO)?

While SEO (Search Engine Optimization) is a well-established term and a vital component of digital marketing strategies that many financial advisors have implemented over the last decade, optimizing for AI remains an emerging topic that will continue to evolve. While the industry hasn’t yet fully settled on which three letter/word acronym will become the “SEO” of AI-optimization, the term “AEO” (Answer Engine Optimization) is growing in popularity, so that’s how we often refer to optimization in the age of AI. Wealthtender is leading the way for advisors and wealth management firms to optimize their visibility in search engines and AI tools.

How Financial Advisors Improve SEO and AEO by Joining Wealthtender

While we have our own opinions on the many ways financial advisors can improve their AEO by joining Wealthtender, we decided to “turn to the source” and ask an AI-tool itself how it believes financial advisors can strengthen their AEO by choosing Wealthtender as their digital marketing partner.

The 8 areas below reflect the response provided by ChatGPT to answer this question, lightly edited for accuracy as we would give ChatGPT a B+ for its original response that required a little touchup in areas it didn’t quite get right.

A quote from ChatGPT highlights how Wealthtender helps financial advisors increase visibility in search engines, attract qualified leads, and convert prospects. A note below invites users to try ChatGPT by entering their own prompt.

Financial advisors can improve their Answer Engine Optimization (AEO) by joining Wealthtender, a platform designed to enhance their online visibility and credibility. Here’s how joining Wealthtender can help:

1. Build a Strong Wealthtender Profile

  • Wealthtender provides SEO-optimized advisor profiles that rank well in search engines.
  • Advisors can highlight their specialties, credentials, services, and client focus areas.
  • A well-crafted profile increases the likelihood of appearing in Google’s featured snippets and answer engine results.

2. Get Featured in Niche Financial Directories

  • Wealthtender categorizes advisors based on their expertise (e.g., tax planning, retirement, small business owners, etc.).
  • Being listed in these directories improves search relevance for potential clients searching for financial guidance on specific topics.

3. Answer Frequently Asked Questions (FAQs)

  • Wealthtender allows advisors to contribute answers to common financial planning questions.
  • These FAQs can appear in Google’s “People Also Ask” section and other search results.
  • Well-written answers with keywords and structured responses enhance visibility.

4. Publish Articles and Blog Posts

  • Advisors can contribute articles and blog posts to Wealthtender, improving their authority and credibility.
  • Search engines prioritize informative, high-quality content, increasing the chances of ranking for financial-related queries.
  • Sharing insights on trending topics boosts organic search traffic.

5. Earn Backlinks for SEO Benefits

  • Wealthtender provides authoritative backlinks to an advisor’s website, which helps improve its domain authority.
  • Search engines rank websites higher when they have quality inbound links from reputable third-party platforms.

6. Encourage Client Reviews and Testimonials

  • Positive client reviews on Wealthtender can appear in search results.
  • Reviews enhance trust signals for both search engines and potential clients, boosting credibility.

7. Utilize Structured Data for Better SERP Visibility

  • Wealthtender uses structured data (schema markup) to improve how profiles and reviews appear in search results.
  • This increases the chances of appearing in rich snippets, knowledge panels, and answer engines.

8. Participate in Wealthtender’s Media and PR Opportunities

  • Advisors can be quoted in articles and featured in media pieces that Wealthtender distributes.
  • Media mentions improve brand recognition and search rankings.

By leveraging Wealthtender’s features, financial advisors can increase their visibility in search engines and answer engines, ultimately attracting more qualified leads and converting more prospects into clients.


What do financial advisors and wealth management firm leaders say about Wealthtender?


↗️ Please visit this page to learn what financial advisors and wealth management firms say about Wealthtender.


I met with a prospect recently who I thought would become a client, but they told me they decided to hire a financial advisor they found on Wealthtender instead. Why would they do this?

It’s frustrating when a promising prospect goes with someone else, especially when you felt the meeting went well. If they chose an advisor from Wealthtender and you haven’t yet partnered with Wealthtender to strengthen your digital marketing strategy, we asked ChatGPT to share a few likely reasons that can help explain why and give you insight into how to better position yourself in the future. Here’s the ChatGPT response:

1. Social Proof & Online Credibility

Wealthtender is a platform designed to give advisors visibility and trust through:

  • Verified profiles
  • Client reviews/testimonials
  • SEO optimization

If the advisor they chose had a strong presence (many positive reviews, media features, or niche specialization), that could have built trust before or after your meeting—even if your pitch was stronger in person.

2. Niche Alignment

Many Wealthtender advisors specialize in niches—like tech employees, physicians, or LGBTQ+ individuals. If the other advisor had clear expertise aligned with their background, that could have tipped the scale.

People are increasingly drawn to “someone who works with people like me.” If your website and messaging are more generalist, they may have felt someone else understood them better.

3. Post-Meeting Comparison Shopping

Even if your meeting went well, they might have gone home, Googled “best financial advisor for [their situation],” and Wealthtender came up. That means you lost the follow-up battle—not just the initial meeting.

4. Transparent Pricing or Service Model

Wealthtender encourages transparency in fees and service models. If the other advisor was more clear (or more affordable) about their fees upfront, the prospect may have felt more confident making a decision.

What You Can Do Now

  • Google yourself. What shows up? How do you compare to the top Wealthtender profiles?
  • Claim or build your own Wealthtender profile. It’s inexpensive and can help you compete in that same digital space.
  • Clarify your niche and value proposition on your website, email signature, and follow-up materials.
  • Ask the prospect (graciously) what factored into their decision. You might learn something actionable.


A Message From Our Founder

A Message from Our Founder

Hi there! 👋

Thanks for your interest in joining Wealthtender.

Since launching Wealthtender in 2019, we’ve worked tirelessly to become the #1 find-an-advisor directory1 and online reviews website designed for regulatory compliance, helping thousands of Americans each month discover the right financial advisors for their individual needs.

Today, Wealthtender is an essential digital marketing platform helping hundreds of advisors accelerate their growth and convert more prospects into clients.

Our Independence Benefits Consumers and Advisors

Wealthtender is not sponsored by a national wealth management firm, credentialing organization, or industry association. Our independence lets us feature financial advisors with a greater diversity of backgrounds and experience than sites limited to a single firm or professional designation.

Of course, we take great pride in helping consumers learn the potential benefits of hiring advisors who have earned advanced credentials. In fact, we’ve published articles on more than 35 professional designations that describe the credentialing requirements and showcase advisors in our community who hold the designation.

(Before you invest a single dollar in digital marketing, I encourage you to take full advantage of the free benefits available to you through your industry affiliations and credentialing organizations. These directory listings often include a link to your website that can strengthen your SEO.)

Wealthtender Generates Long-Term ROI for Advisors at a Low Monthly Cost

Most directory listings published by industry associations and credentialing organizations are offered to members as a courtesy, providing few details about advisors, and limited value to consumers.

At Wealthtender, on the other hand, our singular focus on operating the #1 find-an-advisor website explains how we earned our industry-leading Domain Authority1 and successfully launched Certified Advisor Reviews™, the first financial advisor online review platform designed for regulatory compliance.

We also reach consumers each month who read our syndicated content in popular media outlets.

A Top 5 Marketing Strategy

By joining Wealthtender, you benefit from a top 5 marketing strategy2, according to Kitces.com research.

Along with many additional benefits to help you generate the maximum ROI from your digital marketing investment to strengthen SEO and enhance visibility in AI tools, joining Wealthtender is a smart complement to your marketing activities that work well and a replacement worth considering for those that don’t.

For the cost of one tank of gas each month, you’re pumping high-octane marketing fuel into your business to accelerate your growth and get more clients online.

When you join Wealthtender, your digital marketing investment compounds over time, paying dividends when an increasing number of your future clients find you directly online. And when they do, your advisory fee is yours to keep.

Wealthtender is a Top-Rated Solution in Our Category

In 2023 and again in 2024, the annual T3/Inside Information Advisor Software Survey of more than 3,300 advisors was published and previewed on the main stage at the T3 Technology Tools for Today conference.

Wealthtender is prominently recognized in the ‘Mighty Mites’ category that showcases solutions that have achieved ‘an extraordinary average user rating‘.

We’re grateful to our growing community of wealth management firms and advisors for taking the time to participate in the survey and sharing their experience with other advisors interested in finding the best digital marketing tools to grow their business.

Let’s Chat

How can I help you today? Schedule a Zoom meeting or reach out anytime and let’s discuss how Wealthtender can help you get more clients online. Visiting my hometown of Austin? Let me know and I’ll treat us to tacos.

Ready to get started? Choose your plan and join today.

Brian Thorp Wealthtender CEO

Brian Thorp
Wealthtender Founder & CEO
LinkedIn Profile
Email: brian@wealthtender.com
Phone: (512) 856-5406

Join AGC, The #1 Community for Financial Advisors

Join AGC, The #1 Community for Financial Advisors

The AGC™ is a safe, collaborative community for financial advisors to grow personally and professionally alongside their peers.

Online Community

The AGC™ is a private online network where you can interact, engage, and collaborate with like-minded advisors.

Webinars + Workshops

Focused on personal growth, marketing, content creation, practice management, and more!

Resource Library

A community-built library of resources (templates, deliverables, checklists, etc.) to help advisors grow.

By Advisors, For Advisors

In 2019, Justin Castelli, CFP® & Taylor Schulte, CFP®, set out to create a private community for financial advisors like none other. Learn more.

📰 AGC In the News: AGC, The # 1 Online Community for Financial Advisors, Enters Its Next Stage of Growth by Joining Wealthtender

1 What Makes Wealthtender #1

1 What makes Wealthtender #1?

Wealthtender is the #1 find-an-advisor directory not sponsored by a wealth management firm, credentialing organization, or industry association.


2 Read the Kitces Study

According to a 2020 industry benchmarking study conducted by Michael Kitces at Nerd's Eye View, paid web listing platforms like Wealthtender rank as a category among the Top 5 Most Cost-Effective Marketing Strategies for advisors.

Standout Strategies #4 & #7 for Top Marketing Performers are benefits offered by Wealthtender. Plus, your online reviews can increase new client referrals #1.

Follow us on Social

Snail Mail

Wealthtender, Inc.
1401 Lavaca St. #893
Austin, TX 78701

Email

yourfriends@wealthtender.com

Phone

Tel: (512) 540-3811
Fax: Just Kidding