Wealthtender
Company

Wealthtender

Financial Services 1401 Lavaca St 3 employees
Employees
3
Contacts
1
Emails
1

Wealthtender Overview

Headquarters
1401 Lavaca St
Industry
Financial Services
Employees
3
Founded
2019
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Wealthtender

Wealthtender operates the leading find-an-advisor directory and online reviews website in the US, designed with a compliance-first approach to bolster trust among consumers, advisors, compliance professionals and regulators. Over 600 financial advisors and wealth management firms partner with Wealthtender to convert more prospects into clients with digital marketing benefits that strengthen SEO (Search Engine Optimization) and AEO (Answer Engine Optimization), increase their visibility in zero-click searches, generate leads aligned with their ICP (Ideal Client Profile), and collect online reviews with the industry's first testimonial marketing platform designed for SEC/FINRA compliance. Wealthtender launched its Voice of the Client Awards™ in 2025 to recognize financial advisors and wealth management firms that consistently receive superior client reviews.

Wealthtender Contact Details

People in AeroLeads
3
With contact data
1
Email contacts
1
33.3% coverage

Wealthtender Org Chart

Sample employees and titles
Name Title Contact
Diana Cabrices Fractional Chief Evangelist - Growth Educator to Financial Advisors - Keynote Speaker - Wealthtech's "Hype Woman" - Thinkadvisor Luminary
Email
Brian Thorp Founder and CEO at Wealthtender - Brian@wealthtender.com
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Wealth Assistant Wealth Assistant at Wealthtender
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Employees by Management Level

Executive 2 profiles
Associate / junior 1 profile

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