Financial Advisor Reviews

We’ve prepared this 3 minute video to demonstrate how Wealthtender is designed to help advisors collect and display testimonials and endorsements in a manner fully compliant with the new SEC rule.

How Wealthtender Compares: Financial Advisor Reviews

Wealthtender is the first independent advisor review platform designed to be fully compliant with the SEC Investment Adviser Marketing Rule.
See how Wealthtender compares with other platforms in the comparison table below.