$2 million was raised by WealthFeed, an organic growth platform provider for financial advisors located in New York City.
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. Through our AI-powered Money-in-Motion platform, Financial Advisors may enhance their book of business, client retention, and wallet-share with current clients by utilizing powerful AI and data analytics.
About Wealthfeed:
Unfunded company founded in 2016 with no aquisition and investment yet. A platform available online that provides answers for portfolio management. The publication provides information and insights on investing and wealth optimization, as well as financial insights.
In the FinTech market categories, WealthFeed is a business-to-business (B2B) service provider.