Wealthtender

Whether you're an individual advisor or in a leadership role at a regional or national wealth management firm, Wealthtender offers industry-leading digital marketing services that result in advisors getting found online and converting more prospects into clients. ➡️ Visit wealthtender.com/grow 🚀 Wealthtender is an industry-leading digital marketing platform providing hundreds of financial advisors and wealth management firms with impactful benefits to rank higher in search engines, build authority online, and accelerate the growth of their business. We also know regulatory change creates opportunities for marketplace disruption. After 60 years of prohibition, the Securities and Exchange Commission (SEC) changed its rules, permitting financial advisors to solicit and promote client testimonials in their marketing activities. With thousands of hours spent evaluating all aspects of the new SEC Marketing Rule and adapting our platform accordingly, Wealthtender launched the first SEC-compliant financial advisor online review platform. Wealthtender reaches tens of thousands of people each month who visit wealthtender.com, follow us on social media, and view our content syndicated nationally on sites like MSN.com, Associated Press affiliates, and popular personal finance websites. Our story is just getting started. We're grateful for the financial advisors and wealth managers in our community, friends throughout the industry, and consumers we hear from each month who inspire us to reinvest in our business, so we can continue in our mission to help millions of Americans find the best financial advisors for their individual needs, and enjoy life more with less money stress.

Website

https://wealthtender.com/grow

External link for Wealthtender

Industry

Financial Services

Company size

2-10 employees

Headquarters

Austin, Texas

Type

Privately Held

Founded

2019