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Wealthtender is an independent marketplace for consumers to discover, research, and hire trusted financial advisors, connecting you with highly rated local advisors and specialists across the country through verified reviews and comprehensive profiles. We help you find the right advisor based on what matters most to you.
For financial advisors and wealth management firms, Wealthtender is the award-winning platform connecting you with prospective clients in the AI era. We help advisors grow their practices through AI optimization (to increase visibility in tools like ChatGPT, Gemini, and Google AI Overviews), powerful SEO, and client reviews designed for SEC/FINRA compliance, making it easy to attract qualified prospects and build trust faster with affordable pricing.
Media Highlights
More Media Coverage
Press Releases
Wealthtender Named Winner of InvestmentNews 5-Star Technology Award 2025; Named Finalist for ThinkAdvisor Luminaries Award
Wealthtender Launches AI-Optimized FAQs to Help Financial Advisors Get Found Faster – July 30, 2025
Celebrating Exceptional Client Satisfaction: Wealthtender Announces Inaugural 2025 Voice of the Client Highly Rated Award Recipients – July 23, 2025
Revenue Can’t Measure Trust: Wealthtender Launches First Advisor Awards Based on Authentic Client Reviews – June 10, 2025
Wealthtender Commends the Texas State Securities Board for Modernizing Its Rules to Help Texans Make More Informed Hiring Decisions When Evaluating Financial Advisors – February 20, 2025
Wealthtender Unveils Innovative Advisor Marketing App to Compliantly Promote Client Testimonials – January 14, 2025
Wealthtender Partners With Hadrius To Launch Testimonial Compliance Scanner – July 15, 2024
AGC, The # 1 Online Community for Financial Advisors, Enters Its Next Stage of Growth by Joining Wealthtender – September 11, 2023
Wealthtender Announces Partnership with Abundo Wealth for Financial Advisor Ratings and Reviews to Coincide with One Year Anniversary of SEC Marketing Rule – May 4, 2022
Wealthtender Launches First Financial Advisor Review Platform Designed to be Fully Compliant with New SEC Marketing Rule – May 4, 2021
Industry Highlights & Media Mentions
Citywire) – SEC fines nine RIAs for alleged marketing rule violations (September 2024)
(WealthManagement.com) – RIAs to Pay $1.2M to Settle SEC Marketing Rule Violations (September 2024)
(NAPFA Advisor Magazine) – Some States Say Not So Fast to SEC Marketing Rule (July 2024)
(Wealth Solutions Report) – White Glove Partners With Wealthtender To Leverage Testimonials
(Experiments in Advisor Marketing Podcast with Taylor Schulte) – 3 Lessons Learned Adding $550k of New Revenue (April 21, 2023)
(The WealthStack Podcast) – How Advisors Can Leverage Online Reviews (and Be Compliant) (April 14, 2023)
(AdvisorNews.com) – Turn your online reviews into a source of new referrals
(White Glove FAST Podcast) Turning Your Online Testimonials into an Evergreen Source of Digital Referrals with Brian Thorp (Dec 28, 2022)
(Ideal Client Experience) – Financial Advisors, Get Found (Jan 21, 2023)
(Kitces) Weekend Reading For Financial Planners (Nov 12-13, 2022)
(Investor’s Business Daily) How To Drive Web Traffic To Your Firm’s Site
(Financial Advisor Magazine) Advisors Face Difficulty Complying With New SEC Marketing Rules, Consultant Says
(AdvisorNews) Should Financial Advisors Be Trusted More Than Mechanics?
(RIA Intel) Finra Exam Letters Target ‘Finfluencers’ Hired by Wealth Managers
(WealthManagement.com) Lead-Gen Developer Zoe Financial Raises $10M
(CreditRepair.com) 57 best personal finance blogs of 2021
(Exit Planning Institute) How CEPAs Can Utilize Wealthtender
Wealthtender Research
Journalist Resources
Media Contact: Brian Thorp | Wealthtender founder and CEO | brian@wealthtender.com | (512) 856-5406
Media Resources (Logos, Trademarks, Hi-Res Images): Please refer to this Shared Google Drive for hi-res founder and CEO photos (Brian Thorp) and Wealthtender logos and trademarks.
We Help People Enjoy Life with Less Money Stress.
In the last 12 months, nearly half a million people visited wealthtender.com looking for financial guidance.
Empowering Consumers to Choose Wisely
For consumers, Wealthtender connects you with highly rated local advisors and specialists across the country, providing the transparency and information needed to make smarter hiring decisions. Our verified reviews include transparent disclosures not found on platforms like Google and Yelp, helping people find the right advisor based on what matters most to them, whether that’s expertise, location, specialization, or approach to financial planning.
Helping Advisors Thrive in the AI-Powered Future
Wealthtender is the award-winning digital marketing and discovery platform connecting financial advisors with prospective clients in the AI era. As AI tools like ChatGPT, Gemini, and Google AI Overviews increasingly answer questions to help consumers find and evaluate financial advisors, our platform equips the advisors in our community with the tools they need to get found and hired.
We pioneered the industry’s first financial advisor review platform designed for SEC/FINRA compliance (Certified Advisor Reviews™) and operate the leading independent find-an-advisor directory visited by 500,000+ consumers annually.
What Makes Us Different
Unlike legacy advisor directories maintained by financial institutions and industry associations with inherent conflicts of interest, Wealthtender is independent. This minimizes conflicts and allows us to feature advisors with more diverse backgrounds, specialties, and business models.
Our platform delivers three critical advantages for advisors:
AI Optimization: As consumers increasingly turn to AI assistants for recommendations, we optimize advisor profiles and content to increase visibility in ChatGPT, Gemini, and Google AI Overviews, not just traditional search engines.
Compliant Testimonial Marketing: Our review platform designed for SEC/FINRA compliance helps advisors collect, display, and promote client testimonials confidently, accelerating trust and significantly improving conversion rates compared to advisors without reviews.
Done-for-You Marketing: From profile setup to SEO and AI optimization, we handle the technical complexity so advisors can focus on what they do best: serving clients.
Founded in 2019 and based in Austin, Texas, Wealthtender serves hundreds of financial advisors and wealth management firms nationwide. We also operate The AGC™ (Advisors Growing as a Community), a collaborative community for advisors to grow personally and professionally.
Our mission: Helping people enjoy life with less money stress by connecting them with trusted financial professionals who can guide them forward.
Are you a financial advisor?
Wealthtender offers essential digital marketing services to help financial advisors get found online and convert more prospects into clients.
Industry Partners: Powered by Wealthtender
American Institute of
Certified College Financial Consultants
The American Institute of Certified College Financial Consultants (AICCFC) counts on Wealthtender to help consumers find CCFC credential holders nationwide.