New York City-based WealthFeed, an AI-powered prospecting and organic growth platform for financial advisors, announced that Chicago-based The Mather Group named the firm its sole approved enterprise prospecting platform.
WealthFeed’s platform is designed to help advisors identify money-in-motion events, enrich prospect data and automate outreach through a single integrated system. The adoption of the WealthFeed platform allows The Mather Group to use a standardized prospecting framework across its offices.
“When I was on the advisory side of the business, I saw that meaningful client opportunities often started with a life event that results in assets changing hands,” said Sam Kendree, CEO and Co-Founder of WealthFeed. “Those moments create a window for advisors to become part of the conversation. We built WealthFeed to help advisors recognize when that window is opening and act while they still have a chance to provide professional guidance and shape the decision.”
Founded in 2011, The Mather Group is a fee-only planning firm serving high and ultra-high net worth families. The growing firm has approximately 100 advisors across 14 offices and $17 billion in client assets.
“Naming WealthFeed our exclusive prospecting platform is a major element of our organic growth strategy. It gives our advisors a single source of money-in-motion intelligence and a consistent framework for identifying and engaging the right prospects across every office,” said Deana Lewis, Chief Marketing Officer at The Mather Group.
In September, WealthFeed entered into a partnership with and received a minority investment from Broadridge Financial Solutions.
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