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
Press Releases
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
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.