The end-to-end
AI growth engine
for advisors.
Data intelligence, marketing automation, and a website concierge, unified into one platform you control.
Compliance-first. Built to scale.
Whether you're a solo advisor or a national enterprise, WealthFeed runs on the same foundation: secure by design, governed end to end, and ready to grow with you.
Grow without the busywork
Spend your time on your relationships, not your outreach.
- Tools to explore contacts in your network and area
- Outreach that runs end to end on autopilot
- A website that greets and qualifies visitors
Govern growth across every seat
Roll out one growth engine across hundreds of advisors with the controls, oversight, and security your firm requires.
- Role-based access and supervision
- Audit trails and content approval workflows
- SOC 2, encryption, and data residency controls
From first signal to lasting relationship
Every stage feeds the next, so your intelligence compounds and no opportunity slips through.
Discover
Find high-fit contacts & warm intros
Enrich
Enhance your existing contacts
Engage
Automate compliant multi-channel outreach
Monitor
Act on money-in-motion & retain clients
Industry-leading intelligence
From money-in-motion signals to warm introduction paths, WealthFeed helps advisors engage with prospects and clients at the right place at the right time.
Outreach that runs itself
Launch multi-channel campaigns across email, social, and real direct mail, handwritten notes included. A separate sending domain protects your reputation, AI recommends the next follow-up, and Proofpoint keeps everything compliant.
Convert more website visitors
WebLeads greets every visitor, answers their questions, and books qualified meetings on your calendar, around the clock, fully compliant, and live on your site in under 10 minutes.
Integrate & Accelerate
WealthFeed integrates with the tools you already use to make your job easier.
See the growth engine in action
Book a 20-minute demo and we'll show you the prospects, intros, and moments waiting in your market today.
Bringing data into focus.
Uncover hidden insights in your existing network, find new contacts, and stay on top of your existing relationships.
Explore your network and local area
Find contacts in your area using WealthFeed's Discover tool. Refine your audience by alma mater, company, net worth, and more.
Make the most of the data you have
Bring your CRM data, website data, or old contacts and we'll help you refresh and expand it, surfacing insights that help you prioritize your lists.
Be there at the right time
Stay proactive in your relationships with monitoring, bringing relevant expertise to your network when it matters most.
"WealthFeed's been a game-changer, I can filter for the exact characteristics of clients I love working with and instantly uncover unique opportunities right in my backyard."
See the data in action
Book a 20-minute demo and we'll show you the prospects, intros, and moments waiting in your market today.
Outreach that runs itself
Launch multi-channel campaigns across email, social, and real direct mail. A separate sending domain protects your reputation, AI recommends the next follow-up, and Proofpoint keeps everything compliant.
What you can do
Email automation
Send from a separate domain so your primary reputation stays pristine.
Social media automation
Automate connections and follow-ups across the channels advisors live in.
Real direct mail
Handwritten notes and postcards, sent automatically, no pen required.
Multi-channel campaigns
Sequence email, social, and mail into one set-and-forget motion.
Intelligent follow-ups
AI recommends who to nudge next, and how, based on engagement.
Proofpoint compliance
Outreach reviewed and supervised to meet your compliance requirements.
Set it once. Let the sequence run.
Every channel. One inbox.
Email, social, and every touchpoint in between, threaded into a single conversation view. See what's coming in, what's going out, and what deserves your attention next, without bouncing between tabs.
- Inbox and outbox across email and social, side by side
- AI recommendations queued and ready to act on in one click
- Replies drafted in your voice, sent without leaving the thread
- Daily sending limits and activity tracked automatically
Sequences that adapt as they run.
Build a campaign once and let it orchestrate email, social, and direct mail in the right order. When someone replies, opens, or goes quiet, the sequence adjusts on its own.
- Drag-and-drop sequences across every channel
- Branching logic based on real engagement
- Triggered by Money-in-Motion and life events
- Send windows and daily limits respected per channel
Your next move, already queued.
Every morning the engine looks across your signals, conversations, and campaigns, then hands you a short list of the actions most likely to create a meeting. Accept, edit, or skip, and the queue keeps working.
- A prioritized action list, refreshed daily
- Each recommendation explained, never a black box
- One click to accept and schedule
- Skipped items teach the engine your preferences
"WealthFeed has allowed me to tap into markets I wouldn't have otherwise explored. It has marketing features that absolutely blew me away."
See it in action
Book a 20-minute demo and we will show you what is waiting in your market today.
Your 24/7 website concierge
Most visitors leave without a word. WebLeads greets them, answers their questions, and books qualified meetings on your calendar, around the clock, fully compliant, live in under 10 minutes.
Your visitors have questions. Then they're gone.
People land on your site every week with real intent: fees, services, whether you're taking new clients. When no one's there to answer, they leave without a trace, and you never know they existed.
Every visitor greeted. Every question answered.
WebLeads meets visitors the moment they show intent, answers in your voice from your approved knowledge, and guides serious prospects toward a conversation with you.
- Instant, on-brand answers around the clock
- Qualifies interest before it ever reaches your calendar
- Books meetings straight into your scheduling link
- Hands off gracefully when a human touch is needed
Live on your site in under 10 minutes
1 · Drop in the snippet
Add one line of code to your site. No developer, no redesign required.
2 · Tune your concierge
Set your tone, your services, and the questions you want it to ask.
3 · Start booking meetings
It engages visitors, qualifies them, and books straight to your calendar.
Turn quiet traffic into booked meetings
Always-on concierge
Answers visitor questions instantly, day or night, in your brand voice.
Proactive messaging
Reaches out to visitors at the right moment instead of waiting to be asked.
Books meetings for you
Qualifies intent and drops confirmed meetings onto your calendar.
Converts more visitors
Capture the interest you are already paying to attract to your site.
Compliant by default
SOC 2, FINRA, and SEC compliant, safe to put in front of any client.
10-minute setup
Go live the same afternoon, no project plan required.
"We implemented WealthFeed's WebLeads and it only took a couple minutes to set up. We immediately started seeing results, including 2 scheduled meetings and multiple $1M+ leads over the weekend. It's been a game changer for our organic growth, helping convert website traffic into prospect meetings."
Put a concierge on your site today
From $365/year plus $1 per chat. See WebLeads live in a quick walkthrough.
One growth engine for every advisor in your firm.
Deploy intelligence, automation, and concierge across hundreds of seats, with the governance, oversight, and security your home office requires.
Built for the home office, loved by the field.
Every message, campaign, and recommendation moves through controls your compliance team defines. Nothing reaches a client that hasn't passed your rules.
Content approval workflows
Campaigns and templates route to supervision before launch. Pre-approved libraries let advisors move fast inside the rails.
Role-based access & supervision
Granular permissions by role, branch, and OSJ. Supervisors see what they need, advisors see only their book.
Complete audit trails
Every touch is timestamped and attributable: who sent what, to whom, when, and under which approval.
Archiving & books-and-records
Native connections to Smarsh, Global Relay, and Proofpoint keep every communication retained and review-ready.
Enterprise security, answered up front.
The questions your security review will ask, answered before it starts.
SOC 2 Type II
Independently audited controls across security, availability, and confidentiality, renewed annually.
Encryption everywhere
Data encrypted in transit and at rest. Keys managed and rotated under documented policy.
SSO, SAML & SCIM
Connect your identity provider for single sign-on, enforced MFA, and automated provisioning.
How we handle data
WealthFeed's intelligence is built on aggregated, anonymized signals. Your firm's data and your clients' data stay yours: never sold, never shared with other customers, never used to benefit anyone but you. Insights are derived at the aggregate level and surfaced only inside your governed environment.
Live in weeks, not quarters.
A dedicated team runs your rollout in phases, so value shows up before the project plan does.
Foundation
SSO and CRM connected, compliance rules configured, archiving wired in, and your first advisor cohort onboarded and trained.
Expansion
Rollout extends branch by branch. Pre-approved campaign libraries go live and home office dashboards light up with adoption data.
Scale
Full deployment with quarterly business reviews, optimization recommendations, and a named CSM who knows your firm.
Plays well with your stack
See growth happening, firm-wide.
Leadership gets a live view of the engine at work across every advisor: who's adopting, what's converting, and where the pipeline is building.
- Adoption and activity by branch, team, and seat
- Pipeline generated and meetings booked, firm-wide
- Campaign performance with compliance status inline
- Exportable reporting for leadership and the board
"Over the next decade, advisors not leveraging AI will fall behind, just like Blockbuster did in the streaming era. WealthFeed helps advisors stay ahead by using AI to uncover opportunities, monitor client life changes, and scale personalized engagement."
Bring the growth engine to your firm.
Talk to our enterprise team about your advisor count, your compliance requirements, and what a rollout would look like for you.
Pick your growth motion
Reach out to your market with WealthFeed, convert the visitors already on your site with WebLeads, or run both together.
Data & marketing platform
Find, enrich, monitor, and engage your entire market.
- Discover, 100M+ prospects & warm intros
- Enrich, single, bulk & API
- Monitor, client money-in-motion alerts
- My Database, tasks, tags, exports
- Marketing Hub, email, LinkedIn & direct mail
- You own your data, export anytime
24/7 website concierge
Convert the visitors already coming to your site.
- Always-on website concierge
- Proactive visitor messaging
- Books meetings to your calendar
- SOC 2, FINRA & SEC compliant
- Live in under 10 minutes
- Pay only for the chats you get
Running both? Sign up now about bundled enterprise pricing.
What is included
| Capability | WealthFeed | WebLeads |
|---|---|---|
| Prospect discovery | — | |
| Contact & net-worth enrichment | — | |
| Money-in-motion monitoring | — | |
| Marketing automation | — | |
| Website concierge chat | — | |
| Books meetings automatically | — | |
| You own your data | ||
| SOC 2 / FINRA / SEC compliant | ||
| API access | — |
Questions, answered
Can I use both products together?
Yes, most firms run WealthFeed and WebLeads side by side to cover both outbound prospecting and inbound conversion. Bundled enterprise pricing is available.
Do I own the data I unlock?
Always. Export to CSV or any CRM at any time. There is no lock-in, your book of business is yours.
How is WebLeads billed?
A $365/year base plus $1 per chat, so you only pay for the conversations your site actually generates.
Is WealthFeed compliant?
Yes. We are SOC 2 Type 2 certified, FINRA & SEC-aware, and integrate Proofpoint for outreach supervision.
Can I cancel anytime?
You can cancel your subscription at any time.
Not sure which is right for you?
Book a quick call and we will recommend the right setup for your firm.