Profile & Directory

Get listed in our SEO Optimized Directory which puts you in the focus of the relevant users looking for financial advice. Here is how our directory works to boost your visibility and attract enquiries from potentially high ROI clients

Key Benefits

Customize your Wealthiee profile

Stand out with your own profile and images and descriptions to boost your brand exposure

Set your specalities

Add qualifications, accreditations, and specialism to attract the right clientele

Add special offers

Attract potential clients by advertising free introductory offers

Benefit from our Sales channels

When your profile is up our sales channels are running 24/7 to get your enquiries

Recieve direct enquiries

Prospective clients can click your profile and send enquiries directly

Appear in local web searches

Boost your chance of ranking highly in the major search engines in turn receiving more brand exposure

Your Wealthiee Profile

By subscribing to any of our plans, you will be able to setup your Wealthiee profile. This profile acts as your virtual storefront – it presents your professional services, showcases your qualifications and unique selling points, and underlines what sets you apart. Furthermore, it will be the initial impression for prospective clients who discover you through our directory, providing them with multiple means of getting in touch with you.

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Wealthiee Pro | Enhanced

With Enhanced Package you
can see what people are asking for

With the enhanced package you get analytics on what your leads are asking for

With Enhanced Package you
can see what people are asking for

With the enhanced package you get analytics for what your leads are asking for

Get the necessary analytics about what your clients and prospects are asking and wanting help with

Learn more

The Wealthiee Directory

The directory is a great source of local leads. It lists all the professionals who subscribe to Wealthiee and people can use it to search for an adviser near them.

Potential clients can use the filters to refine their search further, for example searching for a specialist in equity release or inputting their asset value. If your profile appears in their search, a user can click on your profile to see full details and how to contact you.

Thanks to our sales channels and performance marketing users can see the directory results from google searches. If someone searches for 'financial adviser in Switzerland' they will usually see the top 20 Wealthiee profiles as the first or second result.

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