THE #1 DIGITAL MARKETING GROWTH PLATFORM AND COMMUNITY FOR INDIVIDUAL ADVISORS
🎯 Inbound Lead Generation. SEO Optimization.
You don’t have to grow your business alone.
It’s time to grow together.
Imagine joining a community of financial advisors who:
🤝 Attract their ideal clients with SEO-optimized profiles on the #1 find-an-advisor website and industry’s first SEC-compliant reviews platform
📰 Get quoted in the media to build authority and strengthen SEO
🗣️ Collaborate online and offline to learn, grow, and share best practices
Are You Ready to Grow Together?
✅ Get started in just two minutes.
Maximize Your Online Reach. Minimize Your Effort.
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
“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!”
Registered Investment AdvisorBased in Indiana
Why have hundreds of advisors joined Wealthtender in the last year?
Wealthtender is an essential digital marketing platform for advisors to get found online and convert more prospects into clients.
Supercharge your SEO with a profile page on Wealthtender.
Thousands of people visit wealthtender.com 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.
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.
“We have seen more immediate impact from Wealthtender than the ‘big’ marketing firm we are spending thousands on.”
SEC Registered Investment AdvisorHeadquartered 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.
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.”
Chief Compliance Officer, Barron’s 2022 Top 100 RIA FirmHeadquartered in Virginia
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.
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.
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.“
Independent Financial AdvisorBased in California
Join AGC, The #1 Online Community for Financial Advisors
The AGC™ is a safe, collaborative community for financial advisors to grow personally and professionally alongside their peers.
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!
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.
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.
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.
Wealthtender Founder & CEO
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.
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.
Industry Partners: Powered by Wealthtender
Wealthtender proudly hosts the ONYX Advisor Network directory of professionals that helps underrepresented financial advisors get found online.
American Institute of
Certified College Financial Consultants
The American Institute of Certified College Financial Consultants (AICCFC) counts on Wealthtender to help consumers find CCFC credential holders nationwide.
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1900 West Gray
Houston, Texas 77019
Tel: (512) 540-3811
Fax: Just Kidding