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Wealthtender
Business Development
Luminaries 2025 Impact Statement
Wealthtender is an industry-leading digital marketing platform that provides 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. 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 is also dedicated to the cause — providing on-going education and thought leadership on testimonial marketing as a whole to the industry, including the publishing of its 52-page “Testimonial Marketing Playbook” along with live webinars and how-to videos online.
