WealthReach provides an AI-powered organic growth platform designed to improve visibility, support personalized outreach, and convert demand into conversations for financial advisors and wealth management firms. The company has launched offerings such as Living Sites and an Attract, Convert, and Multiply engine to surface prospects, convert interest, and generate referrals. Earlier this year it acquired the Model FA intellectual property and formed a new consultancy practice to complement its product suite. WealthReach reports rapid adoption across major enterprise platforms and among some of the largest firms in the wealth management industry. With the $1 million seed round, the company plans to scale its team and invest in support and engineering infrastructure to keep pace with demand. Founded in 2025 and operating from New York, WealthReach has also formed a strategic advisory board to guide growth, marketing, operations, and communications.

Total raised

$1M

Funding rounds

1

Latest round

Seed

Latest activity

Jun 2026