Indyfin
Verified advisor profiles, client reviews and investor matching
- RIAs
Marketing & growthPer seat
Alternatives to 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. Read the Wealthtender profile.
Levitate
Client communication and relationship marketing software with managed content
- RIAs
Marketing & growthCustom quote
FeeOnlyNetwork
Directory of vetted fee-only fiduciary advisors; firms pay a flat fee for an enhanced profile
- RIAs
Marketing & growthSubscription
Paladin Advantage
AI-assisted website and content marketing platform for independent RIAs and IARs, from Paladin Digital Marketing.
- RIAs
Marketing & growthSubscription
Seismic
Sales enablement and compliant content platform with a financial services edition
- Banks and trust companies
- Asset managers
Marketing & growthCustom quote
VastAdvisor
AI-run paid digital campaigns and lead intelligence for RIAs, broker-dealer networks and asset managers
- RIAs
- Broker-dealers
- Asset managers
Marketing & growthTiered
WealthReach
Advisor websites with a built-in AI agent for SEO, AI-search visibility and compliant content
- RIAs
- Broker-dealers
- TAMPs
Marketing & growthSubscription
Advisor.com
Investor-to-RIA matching service that sends quiz-qualified prospects to fiduciary advisory firms
- RIAs
Marketing & growthCustom quote
AdvisorFinder
Advisor marketplace where investors choose which advisors to be introduced to; pay-per-connection or subscription
Marketing & growthTiered