What Do Financial Professionals Say About Wealthtender?
We ❤️ our growing community of financial advisors, wealth management firm leaders, compliance professionals and industry colleagues who trust Wealthtender as their digital marketing partner.
(Sometimes they tell us they love us, too. And for that, we’re grateful.)
“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
“We have been partnering with Wealthtender and the experience has been great. The platform is easy to use, the responsiveness from the team is prompt, and their willingness to jump on a call and discuss any questions or just to brainstorm has been extremely helpful.
“Wealthtender is helping firms navigate this new opportunity to reach potential clients, and most importantly helping you to be compliant with the new SEC marketing rules. Would highly recommend to any firm to leverage Wealthtender to their advantage.”
Nathan Smith
Portfolio Manager
Rather & Kittrell
“We have received a dozen (maybe a few dozen) leads and a few of those have converted to clients. That alone pays for the service.
But, more importantly, if someone googles Abundo they will see our Wealthtender page with our reviews and that adds instant legitimacy which increases their likelihood to schedule/sign up with us.”
Eric Simonson
Founder & CEO
Abundo Wealth
“Thank you for the assistance in getting the testimonial process organized for us. Your suggested language for our compliance manual was excellent and the website setup for tracking this was very helpful.
It was easy to set everything up and I admit I dreaded doing this task. You and your team made it simple.”
Rob Lloyd
Chief Investment Officer
Lloyds Intrepid Wealth Management
Beyond what advisors have shared in writing, click the ▶️ button to watch and listen to what these advisors say they ❤️ about Wealthtender.
“Prospective clients have many financial advisors to choose from, and online presence is critical during their evaluation process. Wealthtender makes it easy for me to build rapport with prospects well before they reach out for an initial consultation.”
Deb Meyer, CFP®
WorthyNestHere are some differences in my website since working with Wealthtender:
1. My domain rating tripled
2. The number of backlinks doubled
3. Website visits doubled
4. Was quoted in multiple articles
Registered Investment Advisor
Based in California“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 Indiana“I had my first RIA audit with Colorado this week, and the regulator was good with me including reviews on my home page since they link to your platform. Thanks for the great work!”
Registered Investment Advisor
Based in Colorado
Olivia Luper
FCMO to Financial Advisory Firms over $1M ARR
Financial Advisor
Based in New Jersey“Just signed up a client who found me on Wealthtender for ongoing planning. Talking to a prospect this week ( second meeting), who found me on Wealthtender as well. Thank you for all you are doing for us.”
Registered Investment Advisor
Based in Texas“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 Virginia“I had a prospect reach out this week from one of the large companies that I did the Q&A on and he mentioned that he found me through a Google search using the keywords of Advisor, CFP and [$50B Tech Company]. Wow! These tools at Wealthtender are already working!!”
SEC Registered Investment Advisor
Headquartered in San Diego“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“Inviting your clients to write online reviews is not as nerve-wracking as you would think. Your clients get more value from your meetings than you give yourself credit for. Many were actually over eager to help. They left reviews within 24 hours, no one was offended.”
Financial Advisor
Based in New Jersey
“As an advisor, educator, and entrepreneur, I understand very well how consumers and learners think and process information before making a decision.
“Even though I have spent countless hours updating and tweaking my own firm’s website to my liking, I still find myself referring prospective financial planning clients to my profile on Wealthtender BEFORE I even mention my website to them.
“Not only does Wealthtender provide additional guides and resources I can easily share with my current clients and prospects, the platform pulls together the most relevant information in one place so visitors know exactly who I am, what I offer, who I work with, how I charge, and what my interests are in a succinct fashion.
“At the end of the day, Wealthtender allows me to reduce information overload for prospective clients and more easily communicate my unique value proposition in an automated way that still remains personal at its core – which is the true key to building lifelong professional relationships in any profession.“
Ross Riskin, DBA, CPA/PFS, CCFC, MS Tax
Founder and Managing Member
Riskin Wealth Management
Ready to join the digital marketing platform rated extraordinary by advisors?
– T3 Advisor Software Survey, 2023 & 2024