Wealthtender selected Jonathan Dane as a financial advisor for small business owners.

Wealthtender pioneered compliant online reviews for financial advisors in 2021 and today helps 900+ advisors & wealth management firms generate inbound leads, increase conversions, and get found in Google and AI search tools like ChatGPT and Gemini. Why advisors and wealth firms choose Wealthtender: ✓ Certified Advisor Reviews™ – The first online review platform designed for SEC/FINRA compliance. Collect and display testimonials on Wealthtender, your website, and in Google and AI answers. ✓ Answer Engine Optimization (AEO) – Your profile is designed to appear more frequently and prominently in AI-powered search tools. ✓ Voice of the Client Awards™ – Advisors with consistently exceptional reviews gain recognition that builds trust with prospects and signals to AI platforms. ✓ Attract Employees & Executives - Wealthtender’s Large Employer Q&A series helps advisors get found by employees and executives at the exact moment they are looking for professional advice and guidance. ✓ AI-Optimized FAQs – We implement FAQ schema so AI answer engines find and cite you in responses to consumers seeking the services you offer. What you get: A profile on a leading independent find-an-advisor site (500K annual visitors), domain authority that strengthens SEO/AEO, listings in local and specialist directories, a compliant reviews toolkit, opportunities to be quoted in media, the Testimonial Marketing Studio™, and done-for-you setup. For consumers and journalists: Wealthtender is an independent marketplace where people research and compare financial advisors through verified reviews and specialist directories — built on the premise that choosing an advisor deserves the same diligence as any other major decision. Recognized excellence: ▪️ InvestmentNews 5-Star Technology Award (2025) ▪️ T3 Software Survey: Among top providers in category (2023 & 2024) Visit wealthtender.com/grow to learn more and get started.