The End-to-End Prospecting Platform for Financial Advisors
Partnered with Leading Wealth Management Firms
Everything You Need to Scale Your Prospecting – All in One Place
Get granular with your prospect search
Automate compliant omni-channel outreach
- Send real handwritten notes without lifting a pen.
- Automate LinkedIn connects & messaging directly from WealthFeed.
- Email Campaigns run from dedicated sub-domains — not your company’s domain.
- Zero risk to your compliance or IT reputation.
- Replies forward seamlessly to your inbox.
Gain powerful insight on your current database
Aggregate outside client assets and increase client retention
Filter your search by your specific niche
Why Advisors Love WealthFeed
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Frequently Asked Questions
What is WealthFeed?
Leveraging advanced AI and data analytics, WealthFeed empowers financial advisors and insurance agents to identify and connect with high-quality prospects experiencing money-in-motion. The platform’s suite of features includes a robust Discovery data feed, Person Enrich, Client Monitoring, and Marketing Hub, offering a comprehensive solution for streamlined and effective client acquisition.
Who is WealthFeed for?
WealthFeed was built for any Financial Services professional looking to grow their book of business organically (e.g., Financial Advisors, Insurance Agents, Tax Advisors, etc.). WealthFeed is also great for marketing departments looking to expand their target audience through the use of predictive analytics on High-Net-Worth individuals.
Is the information I unlock exclusive to me?
WealthFeed is an open-architecture information technology platform. All data discovered and unlocked is unique to the specific search criteria applied, though other users may also encounter and unlock the same information. The only exception occurs when a lead is taken exclusive, which removes the prospect entirely from the platform. Unlocking and making a lead exclusive requires 8 total credits, compared to the standard 1 credit needed to unlock information that is not taken exclusive.
Where is the data sourced?
The information in WealthFeed is derived from hundreds of online public sources. WealthFeed aggregates, analyzes and verifies millions of unstructured data points to create actionable insights for Financial Services professionals. WealthFeed’s governance framework is compliant with CCPA and GDPR, and is SOC 2 Type 2 certified. All of the data WealthFeed collects is publicly available or opt-in. Once gathered, WealthFeed applies multiple processes to ensure the data you receive is as accurate as possible.
How current is the data?
WealthFeed surfaces new event data to the platform on a weekly and monthly basis with an “Event Month” label highlighting the month that WealthFeed detected it. WealthFeed discovers most events within 90 days of them occurring, and often sooner.
What region(s) does WealthFeed identify data in?
WealthFeed surfaces local data throughout the United States.
What can my WealthFeed credits be used for?
Credits can be used across the Discover, Enrichment, and Handwritten Notes features. One credit unlocks profile information in Discover, one credit enriches an existing prospect within the Enrich feature, and three credits can be used to send a Handwritten Note. Each credit equals $1 USD, with additional credits available for purchase through the platform.
Are there limits on the amount of data I can export each month?
There are no limits or minimums on the amount of data you can export each month. Any unused credits in a given month will roll over to next month’s balance.
When can I cancel my subscription?
You may cancel your monthly or annual WealthFeed subscription at any time.
Stop Chasing Leads. Start Connecting.
- Access to Entire Database of Real-Time Money-in-Motion Prospects (10mm+)
- 750 Contact Enrichment Credits
- Can Purchase Additional Credits for $1/Credit
- 1000 Monitored Contacts for Money-in-Motion Alerts
