Built by advisors, for advisors

The end-to-end
AI growth engine
for advisors.

Data intelligence and marketing automation, unified into one platform you control.

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Trusted by leading firms & enterprise partners

For advisors & enterprise

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.

For advisors

Grow without the busywork

Spend your time on your relationships, not your outreach.

check Tools to explore contacts in your network and area
check Outreach that runs end to end on autopilot
check A website that greets and qualifies visitors

No setup overheadLive in minutesPay as you go

For enterprise

Govern growth across every seat

Roll out one growth engine across hundreds of advisors with the controls, oversight, and security your firm requires.

check Role-based access and supervision
check Audit trails and content approval workflows
check SOC 2, encryption, and data residency controls

SOC 2 Type IISSO / SAMLDedicated support

One engine, end to end

From first signal to lasting relationship

Every stage feeds the next, so your intelligence compounds and no opportunity slips through.

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Discover

Find high-fit contacts & warm intros

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Enrich

Enhance your existing contacts

campaign

Engage

Automate compliant multi-channel outreach

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Monitor

Act on money-in-motion & retain clients

person_search A prospect in your markethandshake A client for life

Data intelligence

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.

DiscoverEnrichMonitorWarm introductionsNet worth

Marketing automation

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.

EmailSocialDirect mailAI follow-ups