WealthFeed empowers Financial Advisors to maximize their organic growth with its AI-powered, money-in-motion data platform.

The WealthFeed platform helps Financial Advisors pinpoint their highest converting prospects that have money-in-motion, convert current prospects at a higher rate, win more wallet share from their client base, and increase client retention. With WealthFeed, Financial Advisors can tailor their prospect search with detailed filters to identify niche money-in-motion, enrich their existing database with updated and insightful data points, and monitor their client base for significant financial events.