The best advisor tech doesn't compete. It compounds.
WealthReach handles the bookends of advisor growth: the website that gets found, the prospects it surfaces, and the referrals that follow. Our partners own everything in between. Together, advisors get a complete growth system instead of another disconnected tool.
Every advisor website had the same problem. Nobody owned the foundation.
We audited 30,000 advisor websites. The advisor approved the design. Compliance approved the copy. Nobody approved the technical foundation, the part only Google, ChatGPT, and Claude ever see. The result: beautiful sites that are invisible unless someone types in the firm name.
Fixing that turns a website from a credibility page into a growth asset. And once the traffic shows up, advisors need the rest of the stack: meeting intelligence, planning tools, scheduling, compliance, data. That's where our partners come in. We'd rather integrate with the best than rebuild what already works.
One firm went from 2 or 3 website appointments a month to 41 in 60 days, closing $15M in new AUM. All organic, no ad spend.
Results like this aren't typical, which is exactly why we publish them with the advisor's analytics on screen. We let sites season for 30, 60, and 90 days before we hold anything out as proof.
Three ways firms work with us
Plug into the growth loop
We sit at the front and back of the advisor journey. Your product owns the middle. We feed your platform prospect intelligence, website behavior, and meeting context, then take the handoff back for nurture and referrals. Your product gets stickier. Advisors stop copying and pasting between tools.
Bring organic growth to your network
Broker-dealers, RIA platforms, TAMPs, and networks offer WealthReach as a value-add to their advisors. Co-branded website audits, white-glove introductions for your top firms, and joint education series. You give the tools and the words. We build the engine. Your advisors credit you for both.
Own your lane, share the client
We own organic: websites, SEO, AEO, and referrals. You own yours, whether that's paid media, planning, or compliance. Mutual referrals flow both directions, so clients get a complete growth strategy without vendor conflict and without either of us pretending to do the other's job.
We treat partnerships like a product, not a press release
Every WealthReach partnership ships with a co-branded landing page that explains why our platforms make sense together, a concrete offer for your clients such as a free website audit, and a shared go-to-market plan: joint webinars, education series, and success-story campaigns built on real client results, with their analytics on screen.
We show up as thought leaders, not product peddlers. When we run a webinar with a partner, advisors leave with something they can use whether they buy or not. That's why partners keep inviting us back in front of their clients.
The firms we build with
Each partnership below exists for one reason: advisors asked for it.
Why these platforms make sense side by side
Advisors love showing clients their life in a picture. We build the Asset-Map Discovery experience directly into every Living Site we ship, turning a visual planning tool into a low-friction lead magnet. Asset-Map clients get a website worthy of the platform they already love, plus a free audit to see what their current site is missing.
Reviews are proof, and proof converts. Attract pulls verified Wealthtender reviews into the content it generates for advisor websites, so every page carries real client voices that help with both search rankings and trust. Two platforms, one story: get found, then get believed.
Traffic without booked meetings is just analytics. GReminders powers the scheduling and meeting automation behind WealthReach sites, so when a prospect is ready to talk, the path from webpage to calendar is one click, and no one falls through the cracks between.
Referrals aren't luck. They're a process. Dan Allison's Feedback Marketing methodology, refined over 22 years with firms around the world, powers Multiply, the WealthReach referral module. It's the difference between hoping clients mention you and knowing they will.
Give your advisors a growth engine they'll credit you for
Broker-dealers, RIA platforms, custodians, and networks partner with WealthReach to solve the question every advisor asks them: how do I grow? We start with co-branded website audits across your network, so every firm sees exactly where they stand before anyone asks them to buy anything. From there, white-glove introductions for your top firms, joint education series, and success stories from inside your own network.
Your advisors get found online. You get the credit. And nobody on your team has to become a website company to make it happen.
Living Site Enterprise
For rostersGive every advisor you serve a Living Site, cloned from their current site or built new, with white-label branding, role-based approvals, and audit trails across every office.
- One dashboard to manage Living Sites across your entire roster
- White-label ready, your brand on the sites, the reports and the reviews
- SEC + FINRA compliance workflows built in, with role-based approvals and audit trails
- Volume pricing, dedicated partner support and co-marketing opportunities
- Referral commissions for partners who introduce advisors to WealthReach
Bring Reach to your industry
The WealthReach engine works anywhere expertise needs to be found: legal, insurance, and beyond. We license the platform to partners who know their vertical better than anyone. If that's you, let's talk.
If your product makes advisors better, we should talk
Tell us what you build and who it's for. If there's a fit, you'll hear back from a founder, not a form letter.
We review your application
Every application is read by the founding team — usually within a few business days.
Intro call
If there's a fit, we set up a call to understand your organization and what a partnership could unlock.
Scope the partnership
Together we shape the model — integration, platform, channel, or something new — and put it in motion.