When people connect, great things happen.

Watch this 60-second video vignette on how Wealthbase matches consumers to financial advisors, with ease, compliance - and humanity.

As Seen In

  • Investment News
  • FP Pad

Market Partners: Get on the Wealthbase network

Launching soon, Wealthbase is a question-and-answer exchange for consumers to connect 1-on-1 with trusted financial advisors.

Financial Advisors

Engage prospects, create new clients.

Connect with prospects and develop new business relationships via compliant text, telephone, and live video tools.

Join the Network

Firms & Broker-Dealers

Enhance your brand, manage the leads.

Create a Supervisor Desk to onboard your advisor team, control Q&A flow, curate the content library, and configure settings.

See Enterprise Edition

Online Publishers

Enrich your content, increase ad revenue.

Use contextual, native advertising widgets within your content and participate in a revenue sharing partnership with Wealthbase.

Partner with Us

Wealthbase at a glance.

We're launching an inbound marketing network for financial advisors with a "compliance first" approach.

Q&A Exchanges

Question and Answers —
On the Money

Launching soon, Wealthbase.com and Wealthbase-powered Q&A sites will connect consumers to trusted financial advisors, with ease and compliance. Wealthbase Enteprise allows firms to monitor all advisor activity.

Interact Online

Advisors and Firms: Set up live advisor pages on your site and on the Wealthbase network to engage with prospects and clients to grow your business. Content management and compliance features keep investment firms and broker-dealers in control of all communication and content changes.

Prospect & Client Portals

Meet. Plan. Invest.

Generate new business by responding to Request-a-Plan queries from consumers. Recommend investment strategies and portfolio allocations that match your clients’ lifestyles and create custom plans to help people reach their financial goals based on their submitted information. All within a personalized, multimedia portal to communicate effectively.

Real-Time Chat Widgets

Extend Your Presence Online

With Wealthbase's chat widgets, financial advisors can place pop-up widgets on their websites, blogs and other third-party sites to engage consumers. Presence-detection, compliance and archiving features are built-in to this "be everywhere" feature.

Lead Management & CRM

Everything in One Place

Our standalone yet complementary lead-management and CRM tool is purpose-built specially for financial advisors. Import new prospect names from the Wealthbase network and track contacts, tasks, and events to manage your book of business with this simple CRM.