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.

In 2023, we joined forces with The AGC to offer solo advisors an online community for collaboration with other advisors focused on growing together personally and professionally.

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 wealthtender.com 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 Kitces.com 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.

The Highest-Rated Solution in Our Category

In March 2023, 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 in Tampa. (Get the 2023 Report)

Wealthtender is prominently recognized in the ‘Mighty Mites’ category that showcases solutions that have achieved ‘an extraordinary average user rating‘. Wealthtender also stands out as the highest-rated solution in the ‘Digital Marketing Tools – Lead Capture’ category. 

We’re grateful to our growing community of financial 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. And if you’re interested in learning more about The AGC, let me know or check out The AGC website and register for our next Open House and Q&A with community founders Taylor Schulte and Justin Castelli.

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 Founder & CEO
LinkedIn Profile
Email: brian@wealthtender.com
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.