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WealthFeed logo — AI-Powered Organic Growth Platform for Financial Advisors

WealthFeed

AI-Powered Organic Growth Platform for Financial Advisors

Founded 2024 United States New York, United States 10 employees Seed Total: $2.00M

General Information

Company Name WealthFeed
Founded Year 2024
Location United States New York, United States +1
Employees 10
Funding Stage Seed
Social

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About WealthFeed

WealthFeed is an emerging player in the fintech space, established in 2024 in the United States. The company has developed an innovative solution specifically for financial advisors, branded as an AI-Powered Organic Growth Platform for Financial Advisors.

The core offering, known as the Money-in-Motion platform, is engineered to help financial professionals enhance their business growth and improve client retention rates through AI-driven insights and analytics. This tech-driven approach allows advisors to optimize their client engagement strategies, fostering organic growth within their portfolios.

WealthFeed drew initial attention with a Seed investment from Broadridge Financial Solutions on 01 September 2025. This early backing from a notable industry player underscores its potential in transforming how financial advisors operate, indicating investor confidence in its business model and growth trajectory.

Taxonomy: AI-Powered Platform, Organic Growth, Financial Advisors, Wealth Management, Client Retention, Money-in-Motion, Business Growth, Financial Technology, Customer Acquisition

Services & Products

Prospect Discovery
Data Enrichment
Client Monitoring
Personalized Outreach

Target Customers

Financial Advisors Insurance Agents Tax Advisors Marketing Departments

Funding Rounds & Investors (2)

View All
Funding Stage Amount Investors Lead Investors Date
Seed •••••• 1
Investor
01 Sep 2025
Seed •••••• 1 •••• •••• 01 Mar 2024

WealthFeed Alternatives & Competitors

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FAQ About WealthFeed

AI-Powered Organic Growth Platform for Financial Advisors
WealthFeed was founded in 2024.
WealthFeed is headquartered in New York, United States.
WealthFeed has approximately 10 employees.
WealthFeed has completed 2 funding rounds, raising a total of $2.00M. The latest funding stage is Seed.
WealthFeed offers: Prospect Discovery, Data Enrichment, Client Monitoring, Personalized Outreach.
Top alternatives and competitors to WealthFeed include U.S. Department of the Treasury, Calqulate, Delancey Street, FinBoost, PLANSAS. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
WealthFeed and U.S. Department of the Treasury are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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