News, press releases, and media resources.
Wealthtender is the award-winning, independent platform helping consumers find and compare trusted financial advisors, and helping advisors get found and hired in the AI era. For media inquiries, reach our founder and CEO, Brian Thorp, directly.
Media coverage
Selected coverage of Wealthtender, the SEC Marketing Rule, and the shift to client reviews and AI search in wealth management.
Press releases
Wealthtender research & data
Proprietary studies on how Americans find, evaluate, and hire financial advisors, and on the state of advisor reviews.
A short history of firsts
Useful background for the Wealthtender story.
Wealthtender is founded in Austin, Texas
Built on the belief that consumers deserve a better, more transparent way to find and compare financial advisors based on fit, not who pays the most for placement.
The first platform to publish compliant advisor reviews
When the SEC Marketing Rule took effect in May 2021, Wealthtender became the first find-an-advisor platform to feature authentic client reviews, with required disclosures on every review and a review system built from the ground up for SEC/FINRA compliance.
The AGC joins Wealthtender
The AGC (Advisors Growing as a Community), the #1 online community for financial advisors, entered its next stage of growth by joining Wealthtender.
A new kind of award, and industry recognition
Wealthtender launched the Voice of the Client Awards™, the industry’s first awards based exclusively on exceptional client reviews, and earned the InvestmentNews 5-Star Technology Award and a ThinkAdvisor Luminaries Award.
Partnering with academia, built for AI search
Wealthtender announced a strategic partnership with the Langston Wealth Management Center at UT Austin’s McCombs School of Business, while continuing as the first advisor marketing platform built for visibility in AI answer engines.
About Wealthtender
Wealthtender is the trusted, independent platform helping consumers discover, research, and hire financial advisors based on fit and verified client reviews, and helping advisors and wealth management firms get found and hired in the AI era. Founded in 2019 and based in Austin, Texas, Wealthtender pioneered the industry’s first financial advisor review platform designed for SEC/FINRA compliance (Certified Advisor Reviews™) and operates the leading independent find-an-advisor directory, visited by more than 500,000 consumers annually with 850+ advisors and wealth management firms. Wealthtender also operates The AGC™ (Advisors Growing as a Community). Its mission is to help people enjoy life with less money stress by connecting them with trusted financial professionals.
AI optimization
As consumers turn to AI assistants for recommendations, Wealthtender optimizes advisor profiles and content for visibility in ChatGPT, Gemini, and Google AI Overviews, not just traditional search.
Compliant testimonial marketing
A review platform designed for SEC/FINRA compliance helps advisors collect, display, and promote client testimonials confidently, with required disclosures on every review.
Done-for-you marketing
From profile setup to SEO and AI optimization, Wealthtender handles the technical complexity so advisors can focus on serving clients.
Additional mentions & podcasts
Media contact & press kit
Media contact
Brian Thorp
Founder & CEO, Wealthtender
brian@wealthtender.com
(512) 856-5406
Media resources
Hi-res founder and CEO photos (Brian Thorp), plus Wealthtender logos and trademarks, are available in our shared media drive.
Industry partner: the American Institute of Certified College Financial Consultants (AICCFC) counts on Wealthtender to help consumers find CCFC credential holders nationwide.
Are you a financial advisor?
Wealthtender offers essential digital marketing services to help advisors get found online and convert more prospects into clients.