Wealthtender
Austin, United States (US) · Finance and Banking
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Data quality
Complete · Accuracy
Last verified
Sep 2026
Wealthtender pioneered compliant online reviews for financial advisors in 2021 and today provides more than 800 advisors & wealth management firms with digital marketing benefits that generate inbound leads, increase conversions, and optimize for visibility in Google & AI search tools like ChatGPT and Gemini.
Overview
Wealthtender pioneered compliant online reviews for financial advisors in 2021 and today provides more than 800 advisors & wealth management firms with digital marketing benefits that generate inbound leads, increase conversions, and optimize for visibility in Google & AI search tools like ChatGPT and Gemini.
Why Forward-Thinking Advisors and Wealth Firms Choose Wealthtender:
✓ Certified Advisor Reviews™ – The first online review platform designed for SEC/FINRA compliance. Collect and display testimonials on Wealthtender, your website, and optimized for visibility in Google search results and AI answers.
✓ Answer Engine Optimization (AEO) – In addition to SEO, your profile is designed to ensure you appear more frequently and prominently in AI-powered search tools.
✓ Wealthtender Voice of the Client Awards™ – Advisors and firms with consistently exceptional client reviews gain impactful recognition that builds trust with prospects and sends trust signals to AI platforms.
✓ AI-Optimized FAQs – You share your expertise. We implement FAQ schema markup so AI answer engines easily find and cite you in responses to questions asked by consumers interested in the services you offer.
What You Get:
→ Profile on the #1 independent find-an-advisor website (500K annual visitors)
→ Domain Authority advantage that strengthens SEO/AEO
→ Featured in local and specialist directories
→ Compliant reviews & testimonial marketing toolkit
→ Get quoted in popular media outlets
→ Testimonial Marketing Studio™ for compliant social content
→ Done-for-you setup
Recognized Excellence:
▪️ InvestmentNews 5-Star Technology Award (2025)
▪️ T3 Survey: "Extraordinary" rating (2023 & 2024)
Pricing:
▪️ Plans start at $49/month
▪️ No long-term commitment
▪️ Free done-for-you set up
Visit wealthtender.com/grow to sign up in 2 minutes or schedule a demo.
Contact Details
yourfriends@wealthtender.com
Austin, United States (US), 1401 Lavaca St
Founded
2019
Employees
2-10
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