Newsroom
Wealthtender is a leading personal finance publication and financial professional discovery platform dedicated to helping people enjoy life more with less money stress.
Media Highlights
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Press Releases
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
(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.
Our Numbers
40K+
More than 40,000 page views each month
400+
500+ financial advisors and coaches in our network
1,000+
Over 1,000 articles on an array of personal finance topics on site
The Opportunity
300K
More than 300,000 financial advisors and coaches in the US
120M
120 Million US households need help managing finances
80%
80% of consumers motivated to seek help for major life events
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.
Essential Digital Marketing for Financial Advisors
Wealthtender offers essential digital marketing services to help financial advisors get found online and convert more prospects into clients.
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.
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
ONYX
Advisor Network
Wealthtender proudly hosts the ONYX Advisor Network directory of professionals that helps underrepresented financial advisors get found online.
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.
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Wealthtender, Inc.
1900 West Gray
Suite 132015
Houston, Texas 77019
yourfriends@wealthtender.com
Phone
Tel: (512) 540-3811
Fax: Just Kidding