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 that have money-in-motion. The platform’s suite of features includes a robust Discovery data feed, a Person Enrich feature and Client Monitoring, 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 info-tech platform. Accordingly, while all data you discover and unlock is unique to your specific search criteria, other users may also come across and unlock the same information. The one exception to this is if you choose to take an event exclusive, which removes the event tied to that high-net-worth individual entirely off the platform. Unlocking and making an event exclusively yours costs 10 total credits (as opposed to the standard 2 credits to unlock information not taken exclusive).

• Where is the data sourced?

  The information in WealthFeed is derived from millions of online public sources. WealthFeed aggregates, analyzes and verifies billions of unstructured data points to create actionable data points for Financial Services professionals. WealthFeed’s governance framework is compliant with CCPA and GDPR, and is in process of becoming SOC2 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 to spend in both our discover feature and enrichment feature. 2 credits unlocks prospect profile information within our discover feature. 1 credit will enrich your current prospect. 1 credit = $1 USD and additional credits can be purchased 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.