WealthFeed offers a SaaS Business Development platform for financial service professionals, marketed to financial advisors. Its AI-powered Money-in-Motion platform leverages advanced AI and data analytics to help advisors grow their book of business, increase client retention, and expand wallet-share. The company is led by CEO Sam Kendree and is described as NYC-based. WealthFeed plans to use recent funding to drive platform growth initiatives and to further enhance its predictive analytics and artificial intelligence capabilities. The platform’s future plans focus on expanding advisors’ market footprint through improved AI-driven insights and engagement tools. Financial details in the article note a $2M funding event to support these initiatives.

Total raised

$2M

Funding rounds

1

Latest round

Equity

Latest activity

Mar 2024