Convert More Prospects into Clients with White Glove and Wealthtender

Make a Great First Impression to Generate More Appointments

You already know the power of White Glove seminars and webinars to keep your pipeline filled with leads.

Join Wealthtender to convert more leads into clients by accelerating the trust-building process with proven credibility boosters.

“We’re always looking for new ways to help our advisors generate even more appointments from attendees of workshops they host in their communities and online. Wealthtender offers an SEC-compliant solution that enables advisors to share client testimonials with workshop participants, increasing their likelihood of scheduling a meeting with the advisor.”

Lara Galloway

White Glove Senior Vice President of Channel Management

Increase your marketing ROI.
Lower the cost of acquiring new clients.

Imagine joining top wealth management firms that:

🤝 Harness the power of digital marketing to attract their ideal clients 24/7 with SEO-optimized advisor profiles on the #1 find-an-advisor website

⭐ Turn client testimonials into online reviews that become a powerful new referral source and multiply the ROI on traditional lead gen strategies

🎉 Rest easy at night knowing their testimonial marketing program incorporates best practices for SEC Marketing Rule and FINRA compliance.

Wealthtender Intro (< 9 Minutes)

Establish Your Credibility and Quickly Build Trust with Prospects

Leverage the power of client testimonials and national media exposure to generate more appointments from the workshops you host.

🔍 Get Found on Wealthtender

Nearly 500,000 people visited Wealthtender in the last year seeking financial guidance

You gain immediate visibility in the #1 find-an-advisor directory and in your local guide

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

🚀 Convert More Prospects

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

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

Build authority and stand apart from other advisors when you’re quoted on MSN, Wealthtender, and popular media outlets

✅ Outsized ROI. Low Monthly Cost

Plans start around $1/day. Use coupon code GLOVE at checkout for 50% off your first two months of any plan.

Sign Up in < 2 Minutes. Free Done-For-You Setup. No Long-Term Contract.

Get found. Join the #1 financial advisor directory.

Wealthtender is the industry’s first SEC-compliant online reviews platform and #1 find-an-advisor directory not sponsored by a wealth management firm, credentialing organization, or industry association.1

How Our Independence Benefits Consumers and Advisors

“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

Supercharge your SEO with a profile page on Wealthtender

Thousands of people visit each month to discover financial advisors and improve their financial health.

A Top 5 Marketing Strategy

Your profile page benefits from our industry-leading Domain Authority to strengthen your SEO. “Paid web listings” like Wealthtender rank as a Top 5 Marketing Strategy in the Kitces Research Survey on Advisor Marketing.

Multiple Shots on Goal

Unlike basic find-an-advisor sites that limit your visibility to one directory, you’re showcased 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.

Free Done-for-You Setup

Sign up for any plan and we’ll create your SEO-optimized profile page on Wealthtender at no additional cost. Sign in to personalize and manage your profile anytime. Prefer to set up your profile page on your own? That’s easy, too.

Designed for Compliance

Wealthtender is designed with compliance at its core. We love making compliance officers smile. Our founder is a member of the National Society of Compliance Professionals with over 25 years of industry experience.

View Advisor Profiles on Wealthtender

“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

Convert more prospects into clients with online reviews

The new SEC Marketing Rule is a game-changer for advisors. Wealthtender is the first SEC-compliant financial advisor review 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.

“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

Maximize your ROI with additional digital marketing benefits

Gain access to valuable perks and resources offered exclusively to advisors in the Wealthtender community.

Get Quoted in the Media

Enjoy opportunities to gain national media recognition in publications like MSN and popular websites. Build authority. Gain backlinks. Strengthen your online reputation. Learn more.

Content Boost Library

Access 100+ articles on a broad range of topics, plus new articles monthly, to create or expand the content library on your website. Turn your website into a powerful marketing tool. Preview Content Boost.

Ask an Advisor Showcase

Respond to reader questions and prompts important to your business in showcase articles published on MSN and Wealthtender. View examples featuring Stephanie, Zack, Sara, and Michael.

And More…

Advisors who sign up for any subscription plan are invited to join the private Wealthtender community with access to additional benefits, resources, and exclusive member deals.

“Here are some differences in my website since working with Wealthtender:

My domain rating tripled. The number of backlinks doubled. Website visits doubled. I was quoted in multiple articles.

Los Angeles

Independent Financial Advisor

Based in California

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 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 becoming the #1 find-an-advisor website explains how we earned our industry-leading Domain Authority1 and successfully launched Certified Advisor Reviews™, the first SEC-compliant online review platform.

We also reach more consumers each month who visit and read our syndicated content on popular finance websites in our network and through our partnership with MSN than any other find-an-advisor website.

A Top 5 Marketing Strategy for Around $1/Day

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

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

For less than 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.

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. If you prefer an annual subscription or would like to sign up multiple advisors at your firm, please contact me for a special offer.

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

PS: For personalized insights with tips to help you get more clients online, request your free digital marketing report from Wealthtender. Simply fill out this brief form, and we’ll email your personalized report to you within one business day.

Brian Thorp Wealthtender CEO

Brian Thorp
Wealthtender Founder & CEO
LinkedIn Profile
Phone: (512) 856-5406

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.

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.

Financial advisors who join Wealthtender are positioned to lead the industry in attracting new clients throughout the historic transfer of trillions of dollars in wealth from Baby Boomers to Millennials over the next decade.