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Wealthfeed
WealthFeed is an AI-powered platform designed for financial advisors and insurance agents to grow their book of business, increase client retention, and expand wallet-share by identifying…
Wealthfeed
WealthFeed is an AI-powered platform designed for financial advisors and insurance agents to grow their book of business, increase client retention, and expand wallet-share by identifying…
TL;DR
Product: AI-powered prospecting and client-monitoring platform for financial advisors focused on 'money-in-motion' events
Customers: Financial advisors, insurance agents, and wealth-management/marketing teams (primarily U.S.)
Funding: $2.0M seed round (Dec 18, 2023 / announced Mar 12, 2024)
Data & Compliance: Uses billions of public data points with Broadridge enrichment; SOC 2 Type 2 compliance
Company Overview
Problem Domain
Lead generation and client retention for financial advisors using data-driven signals of money-in-motion events.
Industry
SaaS / FinTech (Wealth Management / Financial Services)
Funding Track Record
$2,000,000.00
Round announced March 12, 2024; strategic investors named include Thicket Ventures and Broadridge (minority investment/partnership)
Investor Signal
“Strategic investment and partnership from Broadridge; participation by Thicket Ventures and industry executives”
Founders
What we do
Join the Team
Startup jobs. A lot of them.
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