Share this
BOZEMAN, Mont., Sept. 10, 2026 -- XYPN, the leading business support platform for fee-only financial planners, today announced a new partnership with Wealthtender, a marketing platform that helps financial advisors strengthen their online presence, showcase client reviews, and improve their visibility across traditional search engines and emerging AI-powered search experiences.
Through the partnership, XYPN members will receive exclusive access to Wealthtender's advisor marketing platform, including compliant review tools, embedded testimonials, search engine optimization (SEO), AI engine optimization (AEO), targeted content development, and marketing capabilities designed to help advisors reach prospective clients more effectively.
As consumers increasingly research financial advisors online before scheduling an introductory meeting, the partnership helps advisors establish credibility, improve discoverability, and convert client feedback into marketing assets that support long-term growth.
"Building a successful advisory firm today requires more than providing great advice," said Alan Moore, Co-Founder and CEO of XYPN. Prospective clients are spending more time researching advisors online, reading reviews, and seeking recommendations through both traditional search engines and AI-powered platforms. Wealthtender helps advisors strengthen their digital presence, showcase the value they deliver, and build trust before the first conversation ever takes place. We're excited to bring these capabilities to our members as part of our ongoing commitment to helping advisors grow sustainable, independent firms."
Wealthtender's platform enables advisors to collect and display compliant client testimonials and reviews, transforming those endorsements into content for use across websites, social media channels, email campaigns, and other marketing initiatives. The platform also helps advisors improve visibility among targeted audiences through specialized question-and-answer content designed to increase discoverability among professionals at specific companies, industries, and communities.
The partnership reflects the growing importance of online reputation and digital visibility within the advisory profession as consumers increasingly evaluate financial advisors through online research before making contact.
"Today's consumers expect transparency, social proof, and easy access to information before they make important decisions, including choosing a financial advisor," said Brian Thorp, Founder and CEO of Wealthtender. "Independent advisors often deliver exceptional client experiences, but many struggle to communicate that value online in a compliant and effective way. Wealthtender helps advisors turn the trust they've earned from clients into a powerful growth asset. We're thrilled to partner with XYPN and support a community of advisors who are dedicated to delivering fiduciary advice and creating exceptional outcomes for the people they serve."
In addition to helping advisors strengthen their presence in traditional search results, Wealthtender addresses the growing role of artificial intelligence in how consumers discover information and evaluate service providers. Through AI engine optimization tools and advisor-specific content resources, the platform helps ensure advisors remain visible as search behavior continues to evolve.
The addition of Wealthtender reinforces XYPN's commitment to continuously expanding its partner benefits to meet advisor needs and leverage emerging technologies that help independent firms compete and thrive in a digital-first world.
The partnership officially launches Sept. 10, 2026, with discounted member access available through the XYPN Partner Program.
About XY Planning Network
XY Planning Network is the leading business support platform for fee-only financial planners who serve next-generation clients through innovative and accessible business models. XYPN provides compliance support, technology solutions, community, education, and business resources designed to help advisors start, run, and grow independent firms.
About Wealthtender
Wealthtender helps financial advisors strengthen their online presence, build trust with prospective clients, and improve discoverability through SEC-compliant client reviews, search optimization tools, advisor marketing resources, and AI-focused visibility solutions. The platform enables advisors to turn client feedback into powerful marketing assets that support sustainable firm growth.
Share this