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WealthFeed provides an AI-powered platform designed for financial advisors, enhancing client retention and business development. Its core offering, the Money-in-Motion platform, leverages advanced artificial intelligence and data analytics to enrich client data, identify prospecting opportunities, and automate compliant outreach. The technology aims to provide financial professionals with actionable insights to connect with potential clients and manage their existing book of business more effectively.
The company was founded in 2023 by a team including Sam Kendree, Matt Mossbarger, Rylan Folts, and Brian. Based in New York City, the founders conceived WealthFeed from the perspective of financial advisors themselves, identifying a critical need for a specialized tool to streamline growth and retention processes within the financial services industry. Their collective insight highlighted the gap in the market for an intelligent platform built specifically to address advisors' unique challenges.
WealthFeed primarily serves financial advisors, empowering them to expand their client base and improve engagement. The platform helps advisors own their data and track client wealth movements, ultimately facilitating more productive client interactions and meeting bookings. The company’s vision is to equip financial professionals with the tools necessary to navigate an evolving market, ensuring sustained growth and robust client relationships through data-driven strategies.
Wealthfeed has raised $2.0M across 1 funding round.
Wealthfeed has raised $2.0M in total across 1 funding round.
Wealthfeed has raised $2.0M in total across 1 funding round.
Wealthfeed's investors include RTP Ventures.
Wealthfeed has raised $2.0M across 1 funding round. Most recently, it raised $2.0M Seed in December 2023.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| Dec 1, 2023 | $2M Seed | — | RTP Ventures | Announced |
WealthFeed is an AI-powered platform that helps financial advisors grow their book of business and boost client retention by detecting real-time "money-in-motion" events like business sales, inheritances, job changes, and capital raises.[1][2][3] It serves financial services professionals—including advisors, insurance agents, and tax advisors—by aggregating public data into actionable insights via tools like Discovery data feed, Person Enrich, Client Monitoring, and Marketing Hub, solving the challenge of organic lead generation in a compliant, automated way.[1][4][5] Priced at $149/month per advisor with additional credits, it enables granular prospect filtering, omni-channel outreach (email, LinkedIn, handwritten notes), and client asset aggregation, with early traction including 50 beta testers at launch and partnerships with firms like Broadridge.[2][6]
WealthFeed emerged as a financial services spin-off from Catalyze AI, a lead generation platform for real estate agents that served over 1,700 customers.[2][5] Co-founded by Sam Kendree (CEO), it launched in New York City in early 2024, raising $2 million from Thicket Ventures and executives like Joe Jolson (JMP Group founder) and Jim Hagedorn (Chicago Partners Wealth Advisors), with Justin Wisz and Jolson joining the board.[2][5] Pivotal early moments include beta testing with 50 advisors and a September 2025 partnership with Broadridge Financial Solutions, which included a minority investment to fuel growth and integrate with AdvisorStream for automated nurturing.[6] Kendree's vision democratizes AI and big data to address decades-old organic growth hurdles for advisors from solo shops to national RIAs.[5]
WealthFeed rides the AI-fintech wave in wealth management, where platforms like TIFIN's Sage and Magnifi leverage AI for insights and personalization amid rising demand for organic growth tools.[2][6] Timing aligns with post-2022 fintech funding recovery and regulatory pushes for compliant data use (CCPA/GDPR), as advisors face liquidity events from economic shifts like job mobility and inheritances.[1][4] Market forces favoring it include Broadridge's scale for enterprise adoption and the $5B+ RIA sector's need for real-time leads over cold outreach, positioning WealthFeed to influence ecosystems by partnering with custodians and enabling smaller firms to compete with nationals.[2][5][6]
WealthFeed's Broadridge tie-up accelerates its shift from lead-gen startup to embedded fintech staple, with funding supporting AI enhancements and product roadmaps for deeper nurturing.[6] Trends like hyper-personalized advisor tech and employee wellness platforms (e.g., TIFIN @Work) will shape it, potentially expanding to global data or predictive analytics for HNWIs.[2][6] Its influence may evolve by powering RIA consolidation and retention, turning data into scalable relationships—echoing its core mission to empower advisors in a money-always-in-motion world.[1][5]
