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Wealthtender

Advisor review and directory platform with verified client reviews.

Lead generation

wealthtender.com

Wealthtender gives advisors a verified profile, client reviews it calls Certified Advisor Reviews, and directory listings. The company says it was the first find-an-advisor platform to feature client reviews after the SEC Marketing Rule took effect.

The company says it was founded in 2019 and lists an Austin, Texas address.

What it does

  • Verified advisor profiles
  • Client review collection
  • Specialist directory listings
  • Testimonial marketing

Coverage

No stories on Wealthtender in our recent coverage yet. Follow it and we’ll email you when one runs.

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