Financial Advisor Marketing
Get found. Gain trust. Get hired.
The all-in-one marketing platform that helps financial advisors get found in Google and AI search, earn trust with SEC-compliant client reviews, and turn more qualified prospects into clients.
No setup fees. Cancel anytime. Plans from $49/mo.
How Wealthtender works
Three moves to becoming the advisor prospects choose
Each step builds on the one before it, turning visibility into trust, and trust into new clients.
Get found
Show up where prospects are already searching in Google, AI tools like ChatGPT and Gemini, and Wealthtender.
- SEO and AI-optimized advisor profile
- Placement in specialist and local directories
- Rank higher in Google and increase AI search visibility
Gain trust
Give prospects the proof they look for before they ever reach out to you.
- Certified Advisor Reviews™, verified and compliant
- Recognized authority in your niche or specialty
- Reviews and content cited by AI as a trusted source
Get hired
Turn your visibility and credibility into more new clients.
- Warm prospects who already chose to contact you
- Higher prospect to client conversion rate
- A reputation asset you control
Trusted by 900+ advisors, RIAs & enterprise partners
“Wealthtender is one of the best decisions we have made as a firm. I wish we had done it sooner.”
Gerry Barrasso, United Financial Planning GroupThe discovery shift
The way people find a financial advisor has changed
The first impression used to happen on an introductory call. Not anymore. Today’s prospects have already searched Google, asked ChatGPT, and looked for online reviews about you before they ever reach out. Wealthtender makes sure you show up everywhere they’re looking, with the tools to become their first call.
Search is becoming answers
Tools like ChatGPT, Gemini, Perplexity, and Google AI Overviews increasingly hand consumers a short list of advisors rather than ten links. Those answers are drawn from sources the tools already trust.
High authority sites boost your visibility
Most advisor websites lack the domain authority for search engines and AI tools to treat as authoritative. Wealthtender lends you a domain visited by 500,000 consumers a year with the strength to get you surfaced.
Reviews decide who gets the call
When a prospect gets referred to you offline, the first thing 83% of Americans do is go online to look for reviews about you and two or three other advisors. No reviews, or reviews that don’t show up when they search your name, means another advisor likely gets the first call.
Compliance is no longer a reason to wait
The SEC Marketing Rule lets advisors use client testimonials. Wealthtender was built from the ground up for regulatory compliance, so you can finally put reviews to work with confidence.
Get found in AI search
We help you make a strong first impression in AI tools
Real examples of advisors and firms surfaced and cited by AI assistants because of their presence on Wealthtender.
AI answerAnswerWealthtender honored Emily Rassam with its 2025 Voice of the Client Highly Rated Advisor Award, based on client reviews from January to June 2025. She averaged a perfect 5 out of 5 stars across 22 Certified Advisor Reviews™.
● Cited source: WealthtenderChatGPT surfaces an advisor’s reviews and awards, cited from Wealthtender.
AI answerAnswerFinancial advisors specializing in Amgen employees: Kushal Shah, CRPC, focused on helping employees maximize their Amgen benefits and compensation. Source: Wealthtender, Your Amgen Benefits & Career.
● Cited source: WealthtenderGemini names a specialist for a specific employer, and cites Wealthtender as its source.
AI answerAnswerClients praise the firm’s advisors for their expertise, responsive service, and the sense of security they provide across both retirement and long-term financial planning. Wealthtender
● Cited source: WealthtenderPerplexity summarizes verified client sentiment, citing Wealthtender.
Learn how we help: Wealthtender in the news | How advisors get found in ChatGPT & AI tools
Industry-first innovations
The tools that set you apart
It starts with the feature we pioneered: the first online review platform built for SEC and FINRA compliance.
Certified Advisor Reviews™
The first online review platform designed for SEC and FINRA compliance. Collect and display verified client testimonials on Wealthtender and on your own website, and optimize them for visibility in Google, ChatGPT, and beyond. Learn more about Certified Advisor Reviews →
Voice of the Client Awards™
Advisors and firms with consistently exceptional reviews earn recognition that builds trust and sends strong signals to AI platforms.
Learn more →Embeddable review widgets
Display your compliant reviews on your own website with easy-to-use Wealthtender widgets, with examples to get you started.
Learn more →Testimonial Marketing Studio™
Turn reviews into compliant social posts, nurture campaigns, and marketing content using ready-made templates.
Learn more →AI-Optimized FAQs
You share your expertise. We implement FAQ schema so AI answer engines can easily find and cite you when consumers ask about the services you offer.
Learn more →Firm Focus
A flexible, AI-optimized page we design and build for you, for your practice overview, a niche or specialty, a referral partner, recruiting, or an award showcase.
Launching in mid-JulyLarge Employer Q&A
Get discovered by employees and executives at major companies who are searching for an advisor who understands their compensation and benefits.
Learn more →Get Quoted in the media
Respond to weekly requests from journalists seeking advisor quotes for articles in leading consumer and industry publications.
Learn more →Real inquiries
The prospects you hope will find you are reaching out
Actual messages advisors received from prospects who discovered them on Wealthtender.
These are real messages from qualified prospects who self-qualified by researching the advisor, reading reviews, and choosing to reach out.
Get startedBuilt for your practice
Whether you are a team of one or a national network
Wealthtender scales with you, with the right plan and tools for every kind of advisory practice.
Solo advisors
Compete with much larger firms by getting found, building a review presence, and showing up in AI search, all without a marketing team or a big budget.
See solo plansSmall firms (2–10 advisors)
Give every advisor a strong profile and review presence, sync firm reviews to individual advisors, and present a consistent, credible brand online.
See firm pricingLarge firms (10+ advisors)
Roll out compliant reviews and AI visibility across the firm with home-office administration tools, Review Sync, and firm-level recognition.
Talk with our teamEnterprise & networks
National networks like Mariner Independent and broker-dealers like Cambridge partner with Wealthtender to equip every advisor with modern, compliant digital marketing.
Enterprise solutionsWinning with Wealthtender
Go deeper: one advisor, one firm
Exactly how reviews and AI visibility changed the way clients find them.
Advisor story
How Emily Rassam earns new clients through AI search
“A prospect booked me after Googling ‘financial planner for Dell employees,’ and we came up right away.”
Emily Rassam, CFP®, Archer Investment Management
Read Emily’s storyReflects Emily’s individual experience. Individual results vary.
Firm story
How one firm puts client reviews to work at every stage
United Financial Planning Group
Easy onboarding
Sign up in 2 minutes. Then relax as our team gets to work.
- We create your SEO and AI-optimized profile within 48 hours.
- Personalize your benefits to attract your ideal clients.
- Start to appear more often in Google and AI tools, with schema implemented for you.
- Gain visibility with 500,000 annual visitors, including local and specialist directory features.
- Join hundreds of advisors collecting reviews with our compliance-first process.
- Respond to inquiries from journalists seeking quotes for major media outlets.
A platform overview with Diana Cabrices on how Wealthtender helps you get found in AI search and compliantly publish online reviews.
Recommended by top marketing experts & agencies
Grow with Wealthtender
Resources to help you go deeper on digital marketing
Practical, no-fluff guidance on getting found in the AI era, from the team building the tools.
How financial advisors get found in ChatGPT, Gemini & AI search tools
Read →How top RIA marketers are adapting to the AI search shift
Watch the session →How to become the financial advisor ChatGPT recommends
Watch the session →Win business with testimonial marketing, compliantly
Watch the session →3 proven strategies to boost client referrals
Watch the session →Browse all marketing guides & masterclasses
Explore →How we compare
Wealthtender vs. Indyfin, FMG Testimonials & Amplify Reviews
Wealthtender is the first financial advisor review platform designed to be fully compliant with the SEC Marketing Rule, and the only one with a high-authority consumer website behind it.
| Wealthtender | Indyfin | Amplify | FMG | |
|---|---|---|---|---|
| Lowest monthly cost (1 advisor) | $49 | $99 | $99 | $79 |
| Consumer website & monthly traffic | 63,700 | 967 | ✕ | ✕ |
| Domain Authority (SEO strength) | 42 | 18 | ✕ | ✕ |
| Profile with reviews (SEO/AEO schema) | ✓ | ✓ | ✕ | ✕ |
| Convert Google reviews to compliant testimonials | ✓ | ✕ | ✕ | ✕ |
| Voice of the Client™ Awards | ✓ | ✕ | ✕ | ✕ |
| Get quoted in the media | ✓ | ✕ | ✕ | ✕ |
| Professional advisor community (AGC) | ✓ | ✕ | ✕ | ✕ |
Domain Authority and traffic as of February 2026 (Sources: Moz, Ahrefs). Competitor pricing and features as published at time of review. See our full comparison: Indyfin vs. Wealthtender.
Questions & answers
Questions about Wealthtender? We have answers.
If you can’t find what you’re looking for, email yourfriends@wealthtender.com.
We want to be transparent about what to expect. Unlike traditional lead-gen platforms where advisors pay $150 to $300 or more per lead (often spending thousands monthly) for a high volume of cold, shared leads, Wealthtender works differently. Inquiries are more episodic, higher quality, and far more likely to convert.
Prospects reach out through Wealthtender when they actively search for an advisor in your area or niche and discover you organically through Google, AI tools like ChatGPT and Gemini, or by visiting Wealthtender directly. And when someone gets your name as a referral, 83% of Americans say the first thing they do is look for online reviews about you and a few other advisors. Your profile is optimized so you show up more often and more prominently, making you more likely to be the first advisor they contact.
Think of joining Wealthtender as buying a call option on high-quality leads. The monthly subscription ($49 to $79 depending on your plan) is the premium. The intrinsic value is immediate: SEO and AI optimization, compliant reviews, directory visibility, credibility, and media opportunities. The option value is realized when qualified prospects discover you and reach out, already further along in their decision and warmer than any cold lead. It is a marathon strategy, and the advisors who see the best results commit long term and invite clients to write reviews.
Yes. Firms like United Financial Planning Group (see the case study) and the many advisor testimonials about Wealthtender show how advisors and firms convert more prospects into clients with Wealthtender as their digital marketing partner.
You can even ask the AI tool of your choice how collecting verified client reviews on Wealthtender affects conversion. For example, ChatGPT estimates that advisors with client reviews published on Wealthtender are roughly 2x to 3x more likely to convert a prospect into a client compared to advisors without a presence on the platform.
SEO is well established. Optimizing for AI, often called Answer Engine Optimization (AEO), is the emerging discipline, and Wealthtender is leading the way for advisors and firms. Joining helps across several fronts:
- A strong, SEO-optimized profile that highlights your specialties, credentials, and client focus.
- Placement in niche financial directories so you match the searches that matter.
- Contributing answers to common questions that can appear in AI answers and Google’s People Also Ask.
- Authoritative backlinks that strengthen your own website’s domain authority.
- Verified client reviews that build trust signals for search engines, AI tools, and prospects.
- Structured data (schema) that improves how your profile and reviews appear in results.
- Media and PR opportunities that improve recognition and rankings.
It is frustrating when a promising prospect goes elsewhere. A few common reasons, and how to position yourself going forward:
- Social proof. The other advisor likely had verified reviews and a credible profile that built trust before or after your meeting.
- Niche alignment. Prospects increasingly choose “someone who works with people like me.” A clear specialty can tip the scale.
- The follow-up battle. Even after a good meeting, prospects comparison-shop online. If you are not visible there, you can lose the second look.
What you can do: Google yourself and see how you compare, build your Wealthtender profile, clarify your niche and value proposition, and (graciously) ask the prospect what factored into their decision.
Wealthtender is the first financial advisor review platform designed to be fully compliant with the SEC Marketing Rule, and the only one of these options backed by a high-authority consumer website that helps you get found. See the comparison table above, plus our full breakdown: Indyfin vs. Wealthtender.
Plans start at $49 per month per advisor, with no setup fees and the freedom to cancel anytime. Multi-advisor discounts are available for firms, and enterprise pricing is available for networks. You can choose your plan and join in about two minutes, or book a demo to talk it through first.
A message from our founder
Hi there. Thanks for your interest in joining Wealthtender.
Since launching Wealthtender in 2019, we have worked to become the leading independent find-an-advisor directory and online reviews website designed for regulatory compliance, helping thousands of Americans each month find the right financial advisor for their needs.
Today, Wealthtender is recognized for the digital marketing tools used by more than 900 financial advisors and wealth management firms to turn more prospects into clients by optimizing for traditional search engines and AI answer platforms like ChatGPT, Perplexity, and Google AI Overviews. Alongside our coverage in Barron’s, we are grateful for the recognition from InvestmentNews and ThinkAdvisor for our innovation and thought leadership.
What we are most proud of are the advisors who share their success stories and whose advocacy fuels our growth. If you have questions, schedule a Zoom or reach out anytime. (Visiting my hometown of Austin? Let me know and I will treat us to tacos.)
Brian Thorp
Founder & CEO, Wealthtender
Wealthtender is proud to power The AGC™, the leading community for financial advisors
A collaborative community where advisors grow personally and professionally alongside their peers. AGC members receive 25% off their Wealthtender subscription as a member benefit.
Become the advisor who gets found first.
Join 900+ advisors getting found by prospects actively searching for help, in Google, in AI tools, and on Wealthtender.
No setup fees. Cancel anytime. Plans from $49/mo.
Wealthtender, Inc. · 1401 Lavaca St. #893 · Austin, TX 78701
Wealthtender is a trusted, independent financial directory and educational resource governed by our Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we operate with integrity and transparency to earn your trust. Wealthtender is not a client of the advisors or firms featured. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.