Navigating the Digital Landscape and Leveraging Cutting-Edge Tech Tools for Successful Lead Generation

Crafting Connections and Building Rapport through Informative/Timely Materials

Harnessing Local Insights and Data-driven Strategies for Advisor Success

Charting Courses for Long-Term Financial Legacies in the Era of Wealth Transition

New integration makes Proofpoint’s industry-leading compliance tools accessible to more firms through WealthFeed’s AI-powered prospecting platform NEW YORK--(BUSINESS WIRE)--WealthFeed, the AI-powered money-in-motion prospecting and enrichment platform for financial advisors, today announced a strategic collaboration with Proofpoint, Inc., a global leader in technology for digital communications compliance, security, and supervision. Through a new integration, WealthFeed has implemented…

New partnership enables advisors to find and automatically nurture investors as they experience key life events NEW YORK, Sept. 25, 2025 /PRNewswire/ -- Broadridge Financial Solutions Inc. (NYSE: BR), a global Fintech leader, today announced a new strategic partnership and minority investment in WealthFeed, a leading cloud-based platform that leverages AI capabilities to power lead generation and deepen existing relationships for financial advisors. The…

trategic partnership integrates WealthFeed’s innovative AI-powered enrichment feature into Anasova’s advisor platforms to deliver actionable data NEW YORK--(BUSINESS WIRE)--WealthFeed, an emerging wealthtech company that’s redefining advisor prospecting with AI-powered lead generation, today announced that Anasova, owner of FreeFinancialPlan.com and AIFinancialPlanning.com, has integrated its advanced enrichment capabilities into Anasova’s sales- and marketing-qualified lead marketplace to ensure every new business lead…

NEW YORK, April 22, 2025 /PRNewswire/ -- WealthFeed, the AI-powered Money-in-Motion platform for financial advisors, is proud to announce a strategic partnership with the Association of African American Financial Advisors Quad-A), a leading organization dedicated to advancing African American financial professionals. This partnership will provide Quad-A members with exclusive access to WealthFeed's powerful prospecting and outreach platform, helping members…

NEW YORK, Feb. 27, 2025 /PRNewswire/ -- WealthFeed, an AI-powered Money-in-Motion platform for financial advisors, is excited to announce a strategic partnership with NewEdge Advisors, a growth-oriented financial advisory services and wealth management firm. The collaboration provides advisors with advanced prospecting and client engagement tools, enabling them to identify new prospects and drive organic growth. This partnership…

NEW YORK, Jan. 6, 2025 /PRNewswire/ -- WealthFeed, an AI-powered prospecting platform, announced today a strategic partnership with RIA Growth Catalyst, a premier resource for helping RIAs accelerate inorganic growth. This collaboration will equip RIA Growth Catalyst users with enhanced tools, delivering up-to-date contact data and AI-driven insights to streamline RIA prospecting and acquisitions. The partnership, launching…

In the fast-paced world of wealth management, financial advisors are constantly on the hunt forthat elusive goldmine: money-in-motion financial life events! These pivotal moments in a client'slife can signal significant shifts in their financial landscape, presenting lucrative opportunities forastute advisors. But in an age where data and information overload is the norm, how canprofessionals effectively…

The financial world is experiencing a seismic shift as trillions of dollars change hands in what is called the “Great Wealth Transfer.”

NEW YORK, March 12, 2024 /PRNewswire/ -- WealthFeed Inc ("WealthFeed"), the cutting-edge AI-powered organic growth platform for Financial Advisors, proudly announces the successful closure of a $2 million funding round. Strategic investors include Thicket Ventures and executives from the Registered Investment Advisor (RIA), Investment Banking and Private Equity sectors. Concurrent with the investment, Justin Wisz and Joe Jolson will join WealthFeed's…