Brian Thorp
Editor-in-Chief, Founder & CEO
Hometown: Austin, Texas
Education:
- The University of Texas at Austin, B.B.A. Finance
About Brian:
Brian Thorp is the founder and CEO of Wealthtender and Editor-in-Chief.
Brian believes everyone deserves help with money matters from someone they can trust, no matter their income or stage of life.
Brian is a member of the National Society of Compliance Professionals (NSCP) and its SEC Marketing Rule Working Group. Brian authored an article on the topic of advisor testimonials published by the NSCP in the February 28th, 2022, issue of Currents, the industry’s premier publication for 2,000+ compliance professionals. [Read the Article]
Brian has positioned Wealthtender as the first financial advisor review platform designed to be compliant with the SEC Marketing Rule. Brian has also published a testimonial marketing playbook to help advisors and wealth management firms succeed with online reviews and has been featured on multiple podcasts and quoted in major publications discussing the topic.
Prior to founding Wealthtender, Brian spent nearly 22 years in multiple leadership roles at Invesco. In his most recent role, Brian served as Head of Financial Advisor Platforms with oversight for Invesco’s largest strategic partnerships with wealth management firms representing over $100 Billion in assets under management.
With over 25 years in the financial services industry, Brian is applying his experience and passion at Wealthtender to help more people enjoy life with less money stress.
Learn More About Brian’s Writing:
In Brian’s Own Words:
As the founder and CEO of Wealthtender and Editor-in-Chief, I’m proud of our growing impact in helping thousands of Americans each month make more informed and educated decisions, whether hiring a financial advisor or managing money on their own.
Since founding the company in 2019, Wealthtender has become an industry-leading digital marketing platform providing hundreds of financial advisors with impactful benefits to rank higher in search engines, build authority online, and accelerate the growth of their business.
We also know regulatory change creates opportunities for marketplace disruption. After 60 years of prohibition, the Securities and Exchange Commission (SEC) changed its rules, permitting financial advisors to solicit and promote client testimonials in their marketing activities. With thousands of hours spent evaluating all aspects of the new SEC Marketing Rule and adapting our platform accordingly, Wealthtender launched the first SEC-compliant financial advisor online review platform.
Wealthtender reaches tens of thousands of people each month who visit wealthtender.com, follow us on social media, and view our content syndicated nationally on sites like MSN.com, Associated Press affiliates, and popular personal finance websites.
Our story is just getting started. I’m grateful for the financial advisors in our community, friends throughout the industry, and consumers we hear from each month who inspire us to reinvest in our business, so we can continue in our mission to help millions of Americans enjoy life more with less money stress.
