wealthfeed
AI-powered platform for financial advisors to identify, engage, and retain prospects through money-in-motion insights.
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. Teams look it up for Fintech, AI, Lead Generation.
Frequently asked
What does wealthfeed do?
wealthfeed is a Fintech company that offers Software. Teams look it up for AI, Lead Generation, Financial Services. It is based in New York, United States and was founded in 2023. Public records show about 10 people and $2M raised. Compare it on funding, headcount, reviews and nearby alternatives rather than the marketing line alone.
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.
How many employees does wealthfeed have?
wealthfeed has approximately 10 people on record.
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