Startups
Wealthtender is a leading personal finance website helping thousands of people each month find the best financial advisors, coaches and online resources to enjoy life more with less money stress.
Are you a financial advisor or coach interested in joining Wealthtender? We want to hear from you! Contact [email protected] to learn how we can help you attract new clients, get more referrals and gain recognition as a leader in your niche.
Are you a financial advisor or coach interested in joining Wealthtender? We want to hear from you! Contact [email protected] to learn how we can help you attract new clients, get more referrals and gain recognition as a leader in your niche.
Overview
Location
United States, Texas, Austin
Employees
11-50
Phone
+1 512-540-3811
Founded date
2019
Mentions in press and media 13
| Date | Title | Description |
| Sign up to see | Sign up to see | Sign up to see |
| Jan 22, 2026 | Huntersville Wealth Management Firm MB Wealth Advisors Expands Focus on Advanced Financial Planning and Wealth Strategy | Wealth Advisor Michael Black - Founder of MB Wealth Advisors MB Wealth Advisors expands its focus on advanced financial planning and coordinated wealth strategy for individuals and families with complex needs. Clients aren’t just looking fo... |
| Nov 11, 2025 | Hazel Secco Receives Wealthtender Voice of the Client Highly Rated Advisor Award | Hazel Secco, CFP®, CDFA®, founder of Align Financial Solutions, has been recognized with the Wealthtender Voice of the Client Highly Rated Advisor Award, honoring financial advisors who demonstrate excellence in client satisfaction, as veri... |
| Jul 30, 2025 | Wealthtender Launches AI-Optimized FAQs to Help Financial Advisors Get Found Faster | Screenshot of Wealthtender profile displaying FAQs next to schema validator screenshot. Forward thinking financial advisors and wealth management firms gain access to a new digital marketing benefit from Wealthtender to enhance their visibi... |
| Jun 10, 2025 | Revenue Can't Measure Trust: Wealthtender Launches First Advisor Awards Based on Authentic Client Reviews | Wealthtender Voice of the Client Highly Rated Advisor Award Logo Wealthtender's new Voice of the Client Awards™ shift the focus away from metrics based on size to recognize financial advisors and wealth management firms generating positive ... |
| Aug 10, 2023 | UNest Announces Partnership with Wealthtender to Launch UNest FinPro for Financial Advisors Who Serve Growing Families | UNest makes it easier than ever before to save for your kid's future Through UNest's partnership with Wealthtender, parents can access the leading platform for rating and reviewing financial advisors. Alongside the gifting and rewards that ... |
| Jun 26, 2023 | Wealthtender Welcomes Zephyr as First Marketing Agency to Become a Wealthtender Certified Consultant | We are thrilled to introduce the Wealthtender Certified Consultant program to provide our agency partners with new ways to deliver value to their clients. Houston, Texas (PRWEB) June 26, 2023 Wealthtender, the leading find-an-advisor websit... |
| Apr 25, 2023 | Diana Cabrices Joins Wealthtender as Chief Evangelist to Help Financial Advisors Grow with Industry-Leading Digital Marketing & Online Reviews Platform | Wealthtender is an essential digital marketing platform for financial advisors to get found online and convert more prospects into clients. "Financial advisors have a once-in-a-generation opportunity to join professionals in other indu... |
| Mar 3, 2023 | What are brokered CDs? | A brokered CD doesn’t have early withdrawal penalties, but if you sell to a second market you could lose money. PeopleImages/Getty Images JUMP TO Section Chevron icon It indicates an expandable section or menu, or sometimes previous / next ... |
| Nov 13, 2022 | Never Received Financial Advice On Retirement Planning And Worried You Don’t Have Enough? Read On | What many pre-retirees and retirees worry about is having enough money to maintain their current ... [+] lifestyle.getty |
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FAQ about Wealthtender
When was Wealthtender founded?
Wealthtender was founded in 2019.
What has the press written about Wealthtender?
Parsers VC has collected 13 articles mentioning Wealthtender, among them “Huntersville Wealth Management Firm MB Wealth Advisors Expands Focus on Advanced Financial Planning and Wealth Strategy” (Jan 22, 2026) and “Hazel Secco Receives Wealthtender Voice of the Client Highly Rated Advisor Award” (Nov 11, 2025).
Is Wealthtender still active?
Yes, Wealthtender is active; its latest activity on Parsers VC dates from Mar 3, 2026.