Partnership
Welcome Cetera Financial Professionals!
We’re excited to announce an exclusive partnership between Cetera and WealthFeed. This collaboration brings cutting-edge prospecting technology with tailored support and special benefits exclusively available to Cetera advisors.
WealthFeed enables financial advisors to accelerate client acquisition by identifying high-value prospects and monitoring real-time money-in-motion events. We do that by delivering an AI-driven platform that helps you discover the right individuals, automate your outreach, and enrich your data.
Get Access to WealthFeed's Cetera Partnership
Submit your email to receive exclusive pricing conditions, dedicated onboarding, and ongoing support.
Everything You Need to Scale Your Prospecting – All in One Place
Automate campaigns, personalize outreach, and track results in real time with a platform built to accelerate your client acquisition.
Discover
Get granular with your prospect search
Discover helps you pinpoint high-value niches—physicians, business owners, executives, and more—while layering in Money-in-Motion insights to highlight those experiencing meaningful financial events. Build hyper-targeted prospect lists quickly with powerful filters for occupation, industry, location, and net worth.
Marketing Hub
Automate compliant omni-channel outreach
With Marketing Hub, launch fully automated, end-to-end prospecting campaigns across handwritten notes, LinkedIn, and email—all in one place. Send real handwritten notes without lifting a pen, automate LinkedIn connections and messaging directly from the platform, and run email campaigns from dedicated sub-domains to protect your firm’s domain reputation.
Enrich
Gain powerful insight on your current database
Enrich delivers a complete view of any contact—starting with just a name, phone number, or email. Instantly access updated net worth, family demographics, income ranges, relatives, verified contact information, and social profiles. Through WealthFeed's partnership with Broadridge, advisors receive the highest-quality net worth data available in the market. Enrich is available for individual advisors or seamlessly delivered at scale through enterprise APIs.
Monitor
Aggregate outside client assets and increase client retention
Monitoring delivers real-time alerts when clients or prospects experience money-in-motion or other meaningful financial changes, giving you the visibility to identify needs sooner and engage at the right moment. This helps deepen relationships, increase wallet share, and improve long-term client retention.
Pricing
Simple, Transparent Pricing
Start with a 60 days free trial.
60 Day Free Trial
$200/month
$105
/Month/Billed Anually
Access to Entire Database of Real-Time Money-in-Motion Prospects (10mm+)
750 Credits Upfront (1 credit/lead)
Can Purchase Additional Credits for $1/Credit
1,000 Monitored Contacts for Money-in-Motion Alerts