Wealthtender, Inc.
Wealthtender pioneered compliant online reviews for financial advisors in 2021 and today helps 900+ advisors & wealth management firms generate inbound leads, increase conversions, and get found in Google and AI search tools like ChatGPT and Gemini. Why 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 in Google and AI answers. ✓ Answer Engine Optimization (AEO) – Your profile is designed to appear more frequently and prominently in AI-powered search tools. ✓ Voice of the Client Awards™ – Advisors with consistently exceptional reviews gain recognition that builds trust with prospects and signals to AI platforms. ✓ Attract Employees & Executives - Wealthtender’s Large Employer Q&A series helps advisors get found by employees and executives at the exact moment they are looking for professional advice and guidance. ✓ AI-Optimized FAQs – We implement FAQ schema so AI answer engines find and cite you in responses to consumers seeking the services you offer. What you get: A profile on a leading independent find-an-advisor site (500K annual visitors), domain authority that strengthens SEO/AEO, listings in local and specialist directories, a compliant reviews toolkit, opportunities to be quoted in media, the Testimonial Marketing Studio™, and done-for-you setup. For consumers and journalists: Wealthtender is an independent marketplace where people research and compare financial advisors through verified reviews and specialist directories — built on the premise that choosing an advisor deserves the same diligence as any other major decision. Recognized excellence: ▪️ InvestmentNews 5-Star Technology Award (2025) ▪️ T3 Software Survey: Among top providers in category (2023 & 2024) Visit wealthtender.com/grow to learn more and get started.www.wealthtender.com
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Search complete. 6 mentions across 3 episodes found for "Wealthtender, Inc.".
Oct 9, 2026
Michael ReynoldsHOST
But second, even if you truly haven't gotten a lead directly from that directory site, it's probably giving you a lift when it comes to search and AI visibility.
Michael ReynoldsHOST
So the directories that are good examples of this are WealthTender, Fee Only Network, the NAPFA Find an Advisor directory, flatfeeadvisors.org, which, disclaimer, I'm a partner in, so conflict of interest there.
Michael ReynoldsHOST
XY Planning Network's directory, the FPA directory, and if you're locally focused, your local chamber business directory is also high value.
Michael ReynoldsHOST
There are others out there.
Michael ReynoldsHOST
Most of them cost money.
Michael ReynoldsHOST
All of them cost money, actually, and the prices vary.
Michael ReynoldsHOST
WealthTender is in the 50-ish a month range, I believe.
Michael ReynoldsHOST
Pretty affordable.
Paul G. McManusHOST
And increasingly, I find that, you know, I want to talk about referrals for a second.
Paul G. McManusHOST
I think referrals have always been important and will continue to be important with the one caveat that there was a study by a company called WealthTender that helps advisors with online reviews and things of that nature.
Paul G. McManusHOST
And one of the things that they cited in their study was that 96% of people, even when given a referral, the first thing they're going to do is they're going to go look you up online, right? And so what they find online needs to, you know, needs to match the referral and needs to tell a compelling story.
Paul G. McManusHOST
It needs to show the value that you bring, differentiate yourself so that the person being referred doesn't It doesn't go into no man's land and never makes it to the other side, but they actually take the next step and make the call and do all those good things.
Hillary GaleHOST
their clients to leave them reviews.
Hillary GaleHOST
But a great person to follow for that is Brian Thorpe of WealthTender.
Hillary GaleHOST
And he's advocating to these different states to change their rules.
Hillary GaleHOST
Okay.
Hillary GaleHOST
But hopefully in the next couple of years, that will change so that the playing field levels out for everybody, because I know that's really important.
Justin WoodburyGUEST
You said Brian Thorpe?
Hillary GaleHOST
Yes, Brian Thorpe of WealthTender.
Hillary GaleHOST
I've had him on the podcast a couple times.