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 high-quality prospects experiencing money-in-motion events. The platform offers features such as granular prospect discovery with advanced filters, database enrichment with detailed contact and financial data, real-time monitoring of clients and prospects for financial life events, and automated personalized outreach via handwritten notes. WealthFeed leverages billions of public data points, updated weekly, to provide actionable insights on events like inheritances, business sales, relocations, and more, enabling advisors to target niche markets effectively. The company operates on a subscription and credit-based model, serving financial services professionals primarily in the United States, and maintains SOC 2 Type 2 compliance for data security.
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 high-quality prospects experiencing money-in-motion events. The platform offers features such as granular prospect discovery with advanced filters, database enrichment with detailed contact and financial data, real-time monitoring of clients and prospects for financial life events, and automated personalized outreach via handwritten notes. WealthFeed leverages billions of public data points, updated weekly, to provide actionable insights on events like inheritances, business sales, relocations, and more, enabling advisors to target niche markets effectively. The company operates on a subscription and credit-based model, serving financial services professionals primarily in the United States, and maintains SOC 2 Type 2 compliance for data security.