WealthFeed Prospecting Platform Selected By The Mather Group
June 30, 2026 · By WealthFeed
$17 billion RIA will use WealthFeed's standardized prospecting framework for identifying money-in-motion, enriching prospect data, and automating outreach.
New York City-based WealthFeed, an AI-powered prospecting and organic growth platform for financial advisors, announced that Chicago-based The Mather Group named the firm its sole approved enterprise prospecting platform.
WealthFeed's platform is designed to help advisors identify money-in-motion events, enrich prospect data and automate outreach through a single integrated system. The adoption of the WealthFeed platform allows The Mather Group to use a standardized prospecting framework across its offices.
"When I was on the advisory side of the business, I saw that meaningful client opportunities often started with a life event that results in assets changing hands," said Sam Kendree, CEO and Co-Founder of WealthFeed. "Those moments create a window for advisors to become part of the conversation. We built WealthFeed to help advisors recognize when that window is opening and act while they still have a chance to provide professional guidance and shape the decision."
Founded in 2011, The Mather Group is a fee-only planning firm serving high and ultra-high net worth families. The growing firm has approximately 100 advisors across 14 offices and $17 billion in client assets.
"Naming WealthFeed our exclusive prospecting platform is a major element of our organic growth strategy. It gives our advisors a single source of money-in-motion intelligence and a consistent framework for identifying and engaging the right prospects across every office," said Deana Lewis, Chief Marketing Officer at The Mather Group.
In September, WealthFeed entered into a partnership with and received a minority investment from Broadridge Financial Solutions.
About WealthFeed
Based in New York City, WealthFeed is a leading SaaS Business Development platform for Financial Service Professionals. Leveraging advanced AI and data analytics, WealthFeed empowers Financial Advisors to grow their book of business, increase client retention, and grow wallet-share with current clients through our AI-powered Money-in-Motion platform. For more information, visit www.wealthfeed.com.
For media inquiries or additional information, please contact: info@wealthfeed.com.
SOURCE WealthFeed, Inc.