Wealthtender

Wealthtender runs a consumer-facing directory of financial advisors and sells advisors and advisory firms paid profiles, client review collection and online visibility services. The company says the directory lists more than 1,000 advisors and firms and draws over 500,000 visitors a year.

Advisors on a paid plan get a profile built for search engines and AI answer tools, set up by Wealthtender within two business days. Its Certified Advisor Reviews program collects and publishes client reviews with the disclosures the SEC Marketing Rule requires, and widgets let advisors show those testimonials on their own websites. Profiles appear in local city guides and in specialist directories organized by occupation, employer, life stage and planning need. Higher tiers add AI-optimized FAQ pages with schema markup, a Testimonial Marketing Studio, a firm showcase page and spots in employer-specific Q&A content, and members receive weekly media quote opportunities.

Prices are published: Convert costs $59 per month, Compound $79 and Command $99, or $54, $73 and $92 per month billed annually, with volume discounts for firms of five or more advisors. Wealthtender was founded in 2019 in Austin, Texas, and describes itself as independent and privately owned. In September 2026 XY Planning Network announced a partnership with the company.