WealthFeed, NYC-based provider of organic growth platform for financial advisors, raised $2M in funding.
The round was led by Thicket Ventures and executives from the Registered Investment Advisor (RIA), Investment Banking and Private Equity sectors.
The company intends to use the funds to drive the platform’s growth initiatives, further enhancing its use of predictive analytics and artificial intelligence to assist financial advisors in expanding their market footprint.
Led by CEO Sam Kendree, WealthFeed is a SaaS Business Development platform for Financial Service Professionals. Leveraging advanced AI and data analytics, it empowers Financial Advisors to grow their book of business, increase client retention, and grow wallet-share with current clients through our AI-powered Money-in-Motion platform.
FinSMEs
12/03/2024