Newsroom

Wealthtender is a leading personal finance publication and financial professional discovery platform dedicated to helping people enjoy life more with less money stress.

For financial advisors and wealth management firms, Wealthtender offers top-rated digital marketing services and the industry’s first SEC-compliant online reviews platform.

Media Highlights

More Media Coverage
Wealthtender mention on Kitces.com Nerds Eye View
Bankrate September 2020 Wealthtender
Financial Ducks in a Row Wealthtender Feature
Press Releases

AGC, The # 1 Online Community for Financial Advisors, Enters Its Next Stage of Growth by Joining Wealthtender – September 11, 2023

(Read on PRWeb)

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

(Read on PRWeb)

Wealthtender Launches First Financial Advisor Review Platform Designed to be Fully Compliant with New SEC Marketing Rule – May 4, 2021

(Read on PR Newswire)

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.



More Informed and Educated Consumers
Thousands of people visit Wealthtender each month to make smarter money moves and discover financial advisors on Wealthtender based on the criteria most important to their unique needs.

Greater Diversity
Our independence lets us feature financial advisors with a greater diversity of backgrounds and experience than typically found on other find-an-advisor sites.

Essential Digital Marketing for Financial Advisors
In the 2023 T3 Software Survey, financial advisors rated Wealthtender #1 in the Digital Marketing Tools – Lead Capture category. Financial advisors and wealth management firms choose Wealthtender as their marketing partner to get found online and convert more prospects into clients.

The # 1 Online Community for Financial Advisors
AGC™ (Advisors Growing as a Community) is a safe, collaborative community for financial advisors to grow personally and professionally alongside their peers.

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.