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WealthFeed
Serving Clients Nationwide
WealthFeed provides real-time money-in-motion data to acquire new clients
Service Provider Categories
- Marketing
- Other
Overview
WealthFeed empowers Financial Advisors to grow their book of business and increase client retention through our AI-powered Money-in-Motion platformServices Provided
- Other
What to expect in the first meeting
Book a demo today! Leveraging advanced AI and data analytics, WealthFeed empowers financial advisors and insurance agents to identify and connect with high-quality prospects that have money-in-motion. The platform’s suite of features includes a robust Discovery data feed, a Person Enrich feature and Client Monitoring, offering a comprehensive solution for streamlined and effective client acquisition.What We Offer
- Utilize WealthFeed to discover and identify Inheritances, new movers, business sales, new parents, recently married, recent separations, capital raises, recent retirees, and job changes
- Enrich and gain powerful insight on your current database
- Monitor prospects and clients to aggregate outside client assets and increase client retention
Special Offer
Financial Advisors: Join Wealthtender today to grow your business and unlock valuable discounts from our industry partners.
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