
About
WealthFeed is an end-to-end prospecting platform for financial advisors. It helps advisors identify high-converting prospects through money-in-motion events, enrich prospect data, automate outreach with a marketing hub, and monitor client book activity. The platform aims to help financial advisors scale their client acquisition by owning their data and automating their outreach.
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Frequently Asked Questions
What does wealthfeed do?
WealthFeed is an end-to-end prospecting platform for financial advisors. It helps advisors identify high-converting prospects through money-in-motion events, enrich prospect data, automate outreach with a marketing hub, and monitor client book activity. The platform aims to help financial advisors scale their client acquisition by owning their data and automating their outreach.
