wealthfeed
Agent40Agent Readiness: 40/100. Below median. Measured by StartupHub.ai. Median 41.Trust85Data Trust: 85/100. Top 25%. Measured by StartupHub.ai. Median 61.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.
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Key facts
- Website
- wealthfeed.com
- Headquarters
- New York, United States
- Founded
- 2023
- Employees
- 10
- Total funding
- $2M (Seed)
- Business model
- B2B
wealthfeed pricing
| Plan | Price |
|---|---|
| WealthFeed Annual PlanAccess to entire database of 10mm+ real-time money-in-motion prospects, 1,200 credits upfront (1 credit per lead), 1,000 monitored contacts for money-in-motion alerts | $2,399 / year |
Additional credits available for $1 per credit. 1 credit unlocks profile in Discover or enriches a prospect, 3 credits sends a Handwritten Note, 8 credits to take a lead exclusive. Unused credits roll over to next year.
Plans as published by wealthfeed, checked September 2026. Current prices on wealthfeed.com
Funding rounds
| Date | Round | Amount | Lead investors |
|---|---|---|---|
| 12 Mar 2024 | Seed | $2M |
Tech stack
Detected on wealthfeed.com, last scanned 20 Oct 2026. Run your own scan
- Compliance
- SOC 2
- Frontend
- Bootstrap
- Analytics
- Google Tag Manager
- CDN
- AWS CloudFront
- Hosting
- AWS
- Email provider
- Microsoft 365
wealthfeed scores 28. Does yours?
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Frequently asked
Is wealthfeed trustworthy and reputable?
StartupHub's Data Trust & Reputation score for wealthfeed is 85 out of 100, a trusted rating, based on site security posture, privacy practices, malware and phishing checks, and public reputation signals.
How much funding has wealthfeed raised?
wealthfeed has raised a total of $2M in funding. The most recent round on record is Seed.
How many employees does wealthfeed have?
wealthfeed has approximately 10 people on record.
Public record
SEC filings, insider activity, nonprofit links and pay benchmarks for wealthfeed
