Wealthtender is the first-ever review platform for financial advisors. I helped with the strategy, design, and development of the Wealthtender website. It is an entirely custom WordPress build with many custom bells and whistles that I’m very proud of.
The Task
I met Wealthtender CEO Brian Thorp in early 2020 about a month or so before COVID hit. We had lunch at a killer Detroit-style pizza place in Austin, TX. It’s called Via 313 and it’s really effing good. Anyway, we ate pizza and chatted about Wealthtender. At that time Wealthtender was primarily a blog and Brian had made some initial steps to the current structure and features. I came in to restructure the site and pave the way for the future.
The Process
The first step was to familiarize myself with the current codebase and design. Then I developed a more flexible data model based on my findings. This drove me to rebuild nearly everything and it really paid off.
After launching the rebuilt Wealthtender we kept growing it bit by bit. Learning from our users along the way enabling it to become the powerhouse it is today.
The Solution
Wealthtender is powered by WordPress and served up with a custom theme and a long list of custom functions to power the business.
Using WordPress has allow for a lot of flexibility in content management, performance, and security. It also gives Brian and other supporting team members a lot more control.
We’re constantly growing in great strides. Recently we received an A+ security rating. Further providing a fantastic services to our customers.
Highlights
- A custom built directory for advisors that is incredibly optimized for search-ability.
- SEC compliant advisor reviews.
- A powerful dashboard to manage reviews, widgets, messages, and other helpful tools.
- Google Review importing to make them SEC compliant.
- Firms and Advisors accepting reviews can get access to our marketing studio fueled by the custom build Wealthtender review API.