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Real-time money-in-motion notifications
Get full visibility into your outreach performance and campaign health—so you can act fast, iterate smarter, and close more deals.
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Real-Time Alerts That Drive Action
Know instantly when a client or prospect experiences one of 12 Money-in-Motion events. Monitoring gives you timely visibility so you can reach out at the right moment—every time.
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Smart Alerts & Suggestions
Get notified when something needs your attention.
From drops in reply rate to standout template performance, the system flags what matters so you can focus on results.
Conversion Funnel Visualization
Understand where you’re winning—and where you’re not. Track engagement rates at each step of the journey: sent, opened, replied, connected, and more.
Unified Outreach Dashboard
See the full picture in one place. Monitor performance across all campaigns and channels with consolidated metrics for email, LinkedIn, and direct mail.
Exportable Insights for Teams
Share learnings and boost alignment. Easily export performance data to share across teams, inform strategy, and refine messaging.
Mastering Lead Generation: Best Practices for Financial Advisors
Navigating the Digital Landscape and Leveraging Cutting-Edge Tech Tools for Successful Lead Generation
02/05/2024
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read
The 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
02/05/2024
•
read
Seizing Opportunities: Money in Motion and the Advantage for Financial Advisors
Harnessing Local Insights and Data-driven Strategies for Advisor Success
02/05/2024
•
read
Navigating the Seas of the Wealth Transfer
Charting Courses for Long-Term Financial Legacies in the Era of Wealth Transition
02/05/2024
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read
Advisors 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 NEW YORK--(BUSINESS WIRE)--Advisors Capital Management (ACM), a national registered investment advisor, today announced a strategic partnership with WealthFeed, an AI-powered money-in-motion prospecting platform that enables financial advisors to grow their book of business, increase client retention,…
01/08/2026
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read
WealthFeed 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 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…
11/12/2025
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read
Broadridge 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 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…
09/25/2025
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read
WealthFeed and Anasova Partner to Accelerate Advisor Growth Through Enriched, AI-Powered Lead Generation
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…
09/04/2025
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WealthFeed Announces Strategic Partnership with the Association of African American Financial Advisors (Quad-A) to Expand Access to Cutting-Edge Prospecting Technology
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…
04/22/2025
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Our Blog
Your expert source for industry trends, data-driven strategies, and actionable advice to help you stay ahead.
Mastering Lead Generation: Best Practices for Financial Advisors
Navigating the Digital Landscape and Leveraging Cutting-Edge Tech Tools for Successful Lead Generation
05 February
•
read
The 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
05 February
•
read
Seizing Opportunities: Money in Motion and the Advantage for Financial Advisors
Harnessing Local Insights and Data-driven Strategies for Advisor Success
05 February
•
read
Navigating the Seas of the Wealth Transfer
Charting Courses for Long-Term Financial Legacies in the Era of Wealth Transition
05 February
•
read
Advisors 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 NEW YORK--(BUSINESS WIRE)--Advisors Capital Management (ACM), a national registered investment advisor, today announced a strategic partnership with WealthFeed, an AI-powered money-in-motion prospecting platform that enables financial advisors to grow their book of business, increase client retention,…
08 January
•
read
WealthFeed 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 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…
12 November
•
read
Broadridge 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 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…
25 September
•
read
Mastering Lead Generation: Best Practices for Financial Advisors
Navigating the Digital Landscape and Leveraging Cutting-Edge Tech Tools for Successful Lead Generation
05 February
•
read
The 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
05 February
•
read
Seizing Opportunities: Money in Motion and the Advantage for Financial Advisors
Harnessing Local Insights and Data-driven Strategies for Advisor Success
05 February
•
read
Navigating the Seas of the Wealth Transfer
Charting Courses for Long-Term Financial Legacies in the Era of Wealth Transition
05 February
•
read
Advisors 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 NEW YORK--(BUSINESS WIRE)--Advisors Capital Management (ACM), a national registered investment advisor, today announced a strategic partnership with WealthFeed, an AI-powered money-in-motion prospecting platform that enables financial advisors to grow their book of business, increase client retention,…
08 January
•
read
WealthFeed 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 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…
12 November
•
read
Broadridge 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 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…
25 September
•
read
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?
There are no limits or minimums on the amount of data you can export. Any unused credits will roll over to next year’s balance.
When can I cancel my subscription?
You may cancel your WealthFeed subscription at any time.
Don't see your question above?
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Stop Chasing Leads. Start Connecting.
With WealthFeed, you own your data, automate your outreach, and protect your reputation — all in one platform built for financial advisors.
- 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
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