Wealthtender
Financial Services
1401 Lavaca St
3 employees
- Employees
- 3
- Contacts
- 1
- Emails
- 1
Wealthtender Overview
- Headquarters
- 1401 Lavaca St
- Website
- wealthtender.com
- Industry
- Financial Services
- Employees
- 3
- Founded
- 2019
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Diana Cabrices | Fractional Chief Evangelist - Growth Educator to Financial Advisors - Keynote Speaker - Wealthtech's "Hype Woman" - Thinkadvisor Luminary | Tampa, Florida, United States |
Email
|
| Brian Thorp | Founder and CEO at Wealthtender - Brian@wealthtender.com |
View
|
|
| Wealth Assistant | Wealth Assistant at Wealthtender | Greater Houston, United States |
View
|
Employees by Management Level
Executive
2 profiles
Associate / junior
1 profile
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