News & insights for financial advisors
Partnership announcements, product news, and practical strategies to help advisors find and nurture money-in-motion opportunities.
WealthFeed Prospecting Platform Selected By The Mather Group
The Mather Group, a $17 billion RIA, named WealthFeed its sole approved enterprise prospecting platform for identifying money-in-motion, enriching prospect data, and automating outreach.
June 30, 2026
NewsAdvisors Capital Management Partners With WealthFeed AI-Powered Lead Generation to Fuel Organic Growth
Financial advisors participating in ACM's PathFinder platform, which provides solutions for 401(k) and other retirement plan participants, gain access to WealthFeed.
January 8, 2026
NewsWealthFeed Announces Strategic Collaboration with Proofpoint to Deliver Modern Compliance Capabilities to Growing Advisory Firms
New integration makes Proofpoint's industry-leading compliance tools accessible to more firms through WealthFeed's AI-powered prospecting platform.
November 12, 2025
NewsBroadridge and WealthFeed Partner to Offer End-to-End Advisor Lead Generation and Intelligent Nurturing
New partnership enables advisors to find and automatically nurture investors as they experience key life events.
September 25, 2025
NewsWealthFeed and Anasova Partner to Accelerate Advisor Growth Through Enriched, AI-Powered Lead Generation
Strategic partnership integrates WealthFeed's innovative AI-powered enrichment feature into Anasova's advisor platforms to deliver actionable data.
September 4, 2025
NewsWealthFeed Announces Strategic Partnership with the Association of African American Financial Advisors (Quad-A) to Expand Access to Cutting-Edge Prospecting Technology
WealthFeed, the AI-powered money-in-motion platform, partners with Quad-A to expand access to modern prospecting technology for its members.
April 22, 2025
NewsWealthFeed Announces Strategic Partnership with NewEdge Advisors
A collaboration with NewEdge Advisors, a growth-oriented financial advisory services and wealth management firm, expands access to WealthFeed's platform.
February 27, 2025
NewsRIA Growth Catalyst Partners with WealthFeed to Enhance RIA Prospecting and Acquisition with Best In Class Contact Data
A strategic partnership with RIA Growth Catalyst, a premier resource for RIAs, brings best-in-class contact data to prospecting and acquisition.
January 6, 2025
DiscoverFrom Data to Decision: A Proven Framework for Wealth Advisors to Leverage AI and Uncover Hidden Money-in-Motion Opportunities
A practical framework for using AI to surface the elusive goldmine of money-in-motion financial life events in wealth management.
November 5, 2024
DiscoverDecoding Money-in-Motion: The Hidden Goldmine for Financial Advisors
The financial world is experiencing a seismic shift as trillions of dollars change hands in what is called the Great Wealth Transfer.
November 5, 2024
NewsWealthFeed Secures $2 Million of Funding to Launch its Direct-to-Advisor AI-Powered Money-in-Motion Platform
WealthFeed Inc, the cutting-edge AI-powered organic growth platform for financial advisors, announces the successful closure of a $2 million funding round.
March 12, 2024
DiscoverMastering Lead Generation: Best Practices for Financial Advisors
Navigating the digital landscape and leveraging cutting-edge tech tools for successful lead generation.
February 5, 2024
DiscoverThe Power of Personal Touch: How Financial Advisors Can Make an Impact with Handwritten Notes and Magazines
Crafting connections and building rapport through informative, timely materials.
February 5, 2024
DiscoverSeizing Opportunities: Money in Motion and the Advantage for Financial Advisors
Harnessing local insights and data-driven strategies for advisor success.
February 5, 2024
DiscoverNavigating the Seas of the Wealth Transfer
Charting courses for long-term financial legacies in the era of wealth transition.
February 5, 2024
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