Convert more prospects into clients with the industry’s first online reviews platform designed for SEC compliance and #1 find-an-advisor website.
Join hundreds of financial advisors and wealth management firms that choose Wealthtender as their digital marketing partner.
“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
What Do Advisors Say About Wealthtender?
Join the Digital Marketing Platform Rated Extraordinary By Advisors
– T3 Advisor Software Survey, 2023 & 2024
Take an Interactive Tour of Wealthtender
Get hands-on and discover why hundreds of advisors and wealth management firms
choose Wealthtender as their digital marketing partner.
JOIN TOP ADVISORS AND WEALTH MANAGEMENT FIRMS GROWING WITH WEALTHTENDER:
Get Started Today with Minimal Cost and Minimal Effort.
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.
Straightforward pricing. Unparalleled value. Get started in just two minutes.
Get featured on the #1 find-an-advisor directory and reviews website.
Gain visibility on the first financial advisor online review website designed for compliance and visited by 500,000 consumers annually.
Take advantage of impactful digital marketing benefits offered by Wealthtender to help you succeed with testimonial marketing, strengthen your SEO (search engine optimization), get quoted in the media, and convert more prospects into clients.
Convert more prospects into clients with online reviews.
The new SEC Marketing Rule is a game-changer for advisors. Wealthtender is the first financial advisor review platform designed for regulatory compliance.
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.
↗️ CASE STUDY: How United Financial Planning Group Grows With Testimonial Marketing Powered By Wealthtender
Maximize Your Online Reach. Minimize Your Effort.
Wealthtender is the industry’s first online reviews platform designed for regulatory compliance and the #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 Advisor
Based in IndianaHow Our Independence Benefits Consumers and Advisors
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.
🔍 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 Wealthtender, and popular media outlets
✅ Outsized ROI. Low Monthly Cost
Plans start around $1/day with annual billing discount
We offer Done-for-You setup at no additional cost
Wealthtender is the highest-rated solution in the 2023 T3/Inside Information Advisor Software Survey, category: Digital Marketing Tools – Lead Capture
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.
Multiple Shots on Goal
Unlike basic find-an-advisor sites that limit your visibility to one directory, you’re 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.
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 Advisor
Headquartered in Austin“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 Firm
Headquartered in VirginiaYour 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.
Testimonial MarketingSuccess Story
Learn how United Financial Planning Group grows its business with a testimonial marketing strategy powered by Wealthtender.
How Wealthtender Compares
Lower Cost. More Benefits. Wealthtender is the Leader in SEC-Compliant Testimonial Marketing.
| Solution Provider |
 |
 |
 |
 |
| 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. | $99/mo. |
| Multi-Advisor Discounts | Yes | Unknown | Yes | Yes (Per Office) |
| INBOUND LEAD GEN BENEFITS | ||||
| Consumer Website URL | wealthtender.com | indyfin.com | N/A | N/A |
| Quarterly Consumer Traffic ** | 154,000 | 141,000 | N/A | N/A |
| Domain Authority (SEO Strength) ** | 62 | 22 | N/A | N/A |
| Advisor Directory Listing with Client Reviews | Yes | Yes | N/A | N/A |
| Gold Stars Appear in Google Search Results | Yes | No | N/A | N/A |
| Convert Google Reviews to SEC-Compliant Testimonials | Yes | No | N/A | N/A |
| Review Sync™ (Sync Firm Reviews to Advisor Profiles) | Yes | No | N/A | N/A |
| ADVISOR WEBSITE BENEFITS | ||||
| Embed/Display SEC-Compliant Testimonials | Yes (↗️ Learn More) | No | Yes | No |
| ⚠️ DANGER ZONE: HIGH REGULATORY RISK *** | ||||
| Enable Consumers to Submit Google Reviews | No | No | Yes | Yes |
| ADMINISTRATION FEATURES | ||||
| Dashboard to Manage Reviews | Yes | Yes | Yes | Yes |
| ADDITIONAL BENEFITS | ||||
| Get Quoted in the Media | Yes (↗️ Learn More) | No | No | No |
| Get Featured in Local Guides | Yes (↗️ View Examples) | No | No | No |
| Gain Recognition for Areas of Specialization | Yes (↗️ View Examples) | No | No | No |
| Online Advisor Community | Yes (↗️ Learn More) | No | No | No |
View Table Disclosures
** Domain Authority as of Sept 2023 (Source: Moz) & Estimated Monthly Consumer Traffic as of August 2023 (Source: Similarweb)
*** 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.
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 major publications and popular websites. Build authority. Gain backlinks. Strengthen your online reputation. Learn more.
Content Creator Bundle
Each month, receive 3 Content Creator Credits entitling you to submit up to 1 guest post, 1 syndication, and 1 “Ask an Advisor” article for publication on Wealthtender. Each published item will also be promoted by Wealthtender in a social media post. Please note that credits must be used in their designated month and do not rollover. There are no refunds for unused credits.
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.“
Independent Financial Advisor
Based in CaliforniaJoin 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.
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
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 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, 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.
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 Founder & CEO
LinkedIn Profile
Email: brian@wealthtender.com
Phone: (512) 856-5406
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.
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.
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Wealthtender, Inc.
1401 Lavaca St. #893
Austin, TX 78701
yourfriends@wealthtender.com
Phone
Tel: (512) 540-3811
Fax: Just Kidding