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WealthFeed AI-powered Money-in-Motion technology enables Financial Advisors to expand their clientele and develop their book of business raises $2 million in capital. Thicket Ventures and leaders from the Private Equity, Investment Banking, and Registered Investment Advisor (RIA) industries spearheaded the round.
The money will be used by the company to support the platform’s expansion ambitions and improve its usage of artificial intelligence and predictive analytics to help financial advisors reach a wider audience. WealthFeed is a SaaS business development platform for financial service professionals, run by CEO Sam Kendree. utilizing data analytics and cutting-edge AI.
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Through our AI-powered Money-in-Motion technology, it enables Financial Advisors to grow their book of business, boost customer retention, and grow wallet-share with existing clients.
WealthFeed’s AI-powered Money-in-Motion technology enables Financial Advisors to expand their clientele and develop their book of business.
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