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wealthfeed

wealthfeed

AI-powered platform for financial advisors to identify, engage, and retain prospects through money-in-motion insights.

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2023Active10
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About

WealthFeed is an AI-driven prospecting and growth engine for financial advisors. It leverages real-time data and predictive analytics to identify high-intent prospects experiencing significant financial events ('money-in-motion'), enriches prospect data, and automates personalized outreach. The platform aims to help advisors grow their book of business, increase client retention, and expand wallet share.

Technology stack

detected 2026-06-15
Est. monthly stack spend~$390/mo
CDN
Cloudflare
EmailMicrosoft 365
Stack
WordPress
Analytics
Google Analytics 4Google Tag ManagerMicrosoft Clarity
SEO
Yoast SEO
Compliance
GDPRCCPA
Booking
Calendly
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Frequently asked

What does wealthfeed do?

WealthFeed is an AI-driven prospecting and growth engine for financial advisors. It leverages real-time data and predictive analytics to identify high-intent prospects experiencing significant financial events ('money-in-motion'), enriches prospect data, and automates personalized outreach. The platform aims to help advisors grow their book of business, increase client retention, and expand wallet share.

How much funding has wealthfeed raised?

wealthfeed has raised a total of $2M in funding. The most recent round on record is Seed.

Where is wealthfeed headquartered?

wealthfeed is headquartered in New York, United States.

When was wealthfeed founded?

wealthfeed was founded in 2023.

What industry does wealthfeed operate in?

wealthfeed operates in Fintech, AI, Lead Generation, Financial Services, SaaS, Business Development.

How many employees does wealthfeed have?

wealthfeed has approximately 10 people on record.