Winning with WealthtenderAdvisor Love
Why financial advisors ❤️ Wealthtender.
We’re grateful for our growing community of financial advisors, wealth management firm leaders, compliance professionals, and industry colleagues who trust Wealthtender as their digital marketing partner. Here is what they say, in their own words.
Rated ‘Extraordinary’T3 Advisor Software Survey, 2023 and 2024
5-Star Technology AwardInvestmentNews, 2025
Trusted by 850+ Advisors & Wealth Management Firms
Go deeper: Two Winning with Wealthtender stories
One advisor, one firm, and exactly how reviews and AI visibility changed the way clients find them.
What do financial professionals say about Wealthtender?
A few of the voices from our community, sharing their experience in their own words.
“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 · Rather & Kittrell on Wealthtender →
“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 or sign up with us.”
Eric Simonson, Founder & CEO, Abundo Wealth · Abundo Wealth on Wealthtender →
“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 · Rob Lloyd on Wealthtender →
Hear it from advisors directly
Press play to watch advisors share what they love about Wealthtender.
In their own words
Advisors and firm leaders on what changed after joining Wealthtender. Some are shown without names at the contributor’s preference.
“Since we started posting our testimonials, we have seen a noticeable increase in our inbound activity. By that, I mean people calling us out of the blue who found us after looking at other advisers. This has been one of the busiest summers I have seen as an RIA in 15 years. So, thank you for running the traps for us on how to structure testimonials and for presenting the logic to the Texas State Securities Board. You have done a great service!”
Registered Investment AdvisorBased in Texas
“Fastest and easiest onboarding I’ve had from any partner in my career! Ideal for an advisor like me who wants to spend more time with clients and less on back office.”
Josh Ross, CFP®, EA, MBAEnergized Retirement Planners
“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®WorthyNest
Here 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
1. My domain rating tripled
2. The number of backlinks doubled
3. Website visits doubled
4. Was quoted in multiple articles
Registered Investment AdvisorBased 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 AdvisorBased in Indiana
“I had no idea both ChatGPT and Gemini were overlooking my Google Reviews. Better late than never to get them imported into Wealthtender. I’m looking forward to seeing if the change helps build trust and improves how both platforms present my business. Appreciate you keeping an eye out for me!”
T.J. van Gerven, CFP®Memento Financial Planning
“Wealthtender has been a breath of fresh air for enhancing my marketing efforts and definitely helps me show up in AI searches.”
Terry Scipio, CLU®Scipio Financial
“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 AdvisorBased in Colorado
“I love to see Wealthtender getting more recognition. Their customer service is absolutely unmatched and their offer is a HIGHLY valuable tool every advisor should implement in their business, whether they have a full-out marketing plan or not.”
Olivia LuperFCMO to Financial Advisory Firms over $1M ARR
“After inviting my clients to submit online reviews through Wealthtender, I realized I should be more proactive about asking for referrals. Several clients commented that they’re happy to refer me. Now I’m confident in asking those clients for introductions at our next meeting.”
Financial AdvisorBased 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 AdvisorBased in Texas
“I just asked ChatGPT who were the top 10 advisors in my area, and I was an ‘honorable mention’ because of Wealthtender. Pretty cool. I just moved here 7 months ago and ranked higher than firms that have been in the area for years.”
Registered Investment AdvisorBased in Florida
“Wealthtender has been one of the smartest marketing decisions I’ve made.”
Lucas Fender, ChFC®, CRPC®, CRPS®Proper Planning & Wealth Management
“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
“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 a large tech company. Wow! These tools at Wealthtender are already working!”
SEC Registered Investment AdvisorHeadquartered in San Diego
“We have seen more immediate impact from Wealthtender than the ‘big’ marketing firm we are spending thousands on.”
SEC Registered Investment AdvisorHeadquartered 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 AdvisorBased in New Jersey
These statements reflect individual experiences and are not a guarantee of future results. Individual results vary.
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Rated ‘Extraordinary’ in the T3 Advisor Software Survey, 2023 and 2024.