Welcome AssetMark Financial Professionals
We're excited to announce an exclusive partnership between AssetMark and WealthFeed. This collaboration brings cutting-edge prospecting technology with tailored support and special benefits exclusively available to AssetMark advisors.
WealthFeed enables financial advisors to accelerate client acquisition by identifying high-value prospects and monitoring real-time money-in-motion events, through an AI-driven platform that helps you discover the right individuals, automate your outreach, and enrich your data.
Accelerate client acquisition
WealthFeed enables financial advisors to accelerate client acquisition by identifying high-value prospects and monitoring real-time money-in-motion events.
- Discover the right individuals to reach
- Automate your outreach end to end
- Enrich your data with an AI-driven platform
Unlock the AssetMark partnership
Submit your email to receive exclusive pricing conditions, dedicated onboarding, and ongoing support reserved for AssetMark advisors.
- Exclusive pricing conditions
- Dedicated onboarding
- Ongoing support
Everything you need to scale your prospecting
Automate campaigns, personalize outreach, and track results in real time with a platform built to accelerate your client acquisition.
Get granular with your prospect search
Discover helps you pinpoint high-value niches: physicians, business owners, executives, and more, while layering in Money-in-Motion insights to highlight those experiencing meaningful financial events. Build hyper-targeted prospect lists quickly with powerful filters for occupation, industry, location, and net worth.
Automate compliant omni-channel outreach
With Marketing Hub, launch fully automated, end-to-end prospecting campaigns across handwritten notes, LinkedIn, and email, all in one place. Send real handwritten notes without lifting a pen, automate LinkedIn connections and messaging directly from the platform, and run email campaigns from dedicated sub-domains to protect your firm's domain reputation.
Gain powerful insight on your current database
Enrich delivers a complete view of any contact, starting with just a name, phone number, or email. Instantly access updated net worth, family demographics, income ranges, relatives, verified contact information, and social profiles. Through WealthFeed's partnership with Broadridge, advisors receive the highest-quality net worth data available in the market. Enrich is available for individual advisors or seamlessly delivered at scale through enterprise APIs.
Aggregate outside client assets and increase retention
Monitoring delivers real-time alerts when clients or prospects experience money-in-motion or other meaningful financial changes, giving you the visibility to identify needs sooner and engage at the right moment. This helps deepen relationships, increase wallet share, and improve long-term client retention.
Simple, transparent pricing
Exclusive AssetMark pricing with code Assetmark20OFF.
Money-in-motion platform
Was $2,399/year. Exclusive AssetMark pricing with code Assetmark20OFF.
- Access to the entire database of real-time money-in-motion prospects (10M+)
- 1,200 credits upfront (1 credit per lead)
- Purchase additional credits for $1 per credit
- 1,000 monitored contacts for money-in-motion alerts
Get access to WealthFeed's AssetMark partnership
Submit your email to receive exclusive pricing conditions, dedicated onboarding, and ongoing support.