
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 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.
What they do: AI-powered "money-in-motion" prospecting and client engagement platform for financial advisors and insurance agents.
Product: Modules include Discover (prospecting), Enrich (data enrichment), Monitor (real-time alerts), and Marketing Hub (automated outreach).
Market & model: SaaS and credit-based subscription model serving financial services professionals in the United States.
Security: SOC 2 Type II compliance.
Funding signal: Closed a $2M round (announced Mar 12, 2024); Broadridge made a minority investment tied to a partnership (announced Sep 25, 2025).
Identifying and engaging prospects undergoing money-in-motion events (e.g., inheritances, business sales, relocations) to drive advisor acquisition and retention.
SaaS for financial services
2000000.00 USD
Announced closure of a $2M round to launch/scale the direct-to-advisor AI money-in-motion platform; strategic investors included Thicket Ventures and industry executives.
Broadridge announced a strategic partnership and a minority investment; amount not disclosed.
“Strategic investors include Thicket Ventures; Broadridge made a minority investment as part of a strategic partnership.”