WealthFeed provides an end-to-end prospecting platform for financial advisors, integrating prospect discovery, data enrichment, and automated outreach capabilities. The platform leverages "Money-in-Motion" insights to help advisors identify high-value opportunities and nurture relationships through compliant, omni-channel campaigns. This unified system accelerates client acquisition by delivering precise, actionable data directly to wealth management professionals.
Funding
Funding not disclosed
Founders
Product
Problem
Financial advisors often struggle to identify high-quality prospects efficiently, relying on outdated methods and generic lead lists. Identifying individuals experiencing significant life events that create financial needs, such as inheritances or job changes, is particularly challenging. This makes targeted outreach difficult and hinders effective client acquisition and retention.
Solution
WealthFeed provides an AI-powered platform that helps financial advisors identify and connect with high-potential prospects based on real-time "money-in-motion" events. The platform aggregates and analyzes millions of data points from public sources to pinpoint individuals experiencing events like inheritances, business sales, or job changes. Advisors can filter prospects based on specific criteria, such as age, net worth, and location, to target their ideal client profile. WealthFeed also offers tools to enrich existing client databases with up-to-date contact information and monitor clients for new money-in-motion events, improving client retention.
Target Audience
WealthFeed is designed for financial advisors, insurance agents, and other financial service professionals seeking to grow their book of business by identifying and connecting with high-potential prospects.
Features
- AI-driven discovery of prospects experiencing key "money-in-motion" events, including inheritances, business sales, new moves, and job changes.
- Granular filtering capabilities based on catalyst event, age, net worth, income range, lifestyle attributes, location, and more.
- Prospect enrichment tools to add missing data points like net worth, alma mater, company/industry, email/phone number, and LinkedIn profiles to existing contacts.
- Client monitoring feature that alerts advisors when existing clients experience a money-in-motion event.
- Weekly and monthly data updates to ensure advisors have access to the most current information.
- Integration with existing CRM and marketing automation tools.
- Credit-based system for unlocking contact information, allowing users to pay only for the data they need.