WealthFeed

The WealthFeed team is stoked to attend the Future Proof conference in Huntington Beach, CA! Connect with Rylan Folts, Matt Mossbarger or Sam Kendree to learn more about how Advisors are utilizing WealthFeed's AI-powered money-in-motion platform to help win new business, retain clients, and save time prospecting.

We’re thrilled to welcome an incredible lineup of vendors and founders joining us for our upcoming AGC AI Tech Hour ?? A huge thank you to these trailblazing founders who are taking the time to share their innovations with our community. As AI continues to influence the financial advisory world, we're grateful to create an opportunity for our members to better understand and harness AI’s potential to elevate their practice and client service. Joining us will be... ?? Parker Ence from Jump - Advisor AI ?? Rylan Folts from WealthFeed ?? Josh Smith from VRGL We are in for a treat, and we couldn’t be more excited to host this event!

Excited for our Co-Founder, Rylan Folts, to present at The AGC? Member Event, AI Tech Hour, on August 26th!! Diana Cabrices, Haley Marx, Josh Smith, Parker Ence, VRGL, Jump - Advisor AI, Taylor Schulte, CFP?, Justin Castelli, CFP?

Tune in with WealthFeed Co-Founder, Matt Mossbarger, and learn how Advisors are leveraging "Money in Motion" data as a marketing cornerstone for their organic growth. A big shoutout to SixPoint Financial Partners and David Pulcini Jr, RICP?, CFP? for our continued partnership!

Super excited to announce the release of a brand new podcast episode with Matt Mossbarger of WealthFeed -- an AI-driven business development software platform for Financial Advisors and other financial services professionals. Episode drops Monday morning at 9am on all major podcast platforms and Youtube! ??

?? TOMORROW: See a live demo of the WealthFeed + Wealthbox integration. Sign up ?? https://bit.ly/4cmvEQE

Join our Co-Founder Rylan Folts for a Live Webinar: How Advisors Use Wealthbox + WealthFeed to Prospect! Discover how advisors are leveraging Wealthbox and WealthFeed to effortlessly export key money-in-motion data and insights into their CRM to streamline their marketing outreach like never before. ???Date:?Tuesday, August 6 ???Time:?2 PM ET ???Sign Up:?https://lnkd.in/ggKVRkDY Webinar Highlights: ?? Build and Identify a Niche:?Discover strategies for identifying and building a niche market using WealthFeed’s money-in-motion data insights and advanced filters. ?? Seamless Data Sync:?Understand how this integration allows advisors to effortlessly sync prospect data from WealthFeed to Wealthbox to streamline marketing outreach. ?? Integration Benefits & Getting Started:?Discover the advantages of the WealthFeed and Wealthbox integration and how to get up and running with ease. Don’t miss out on this opportunity! Register here:?https://lnkd.in/ggKVRkDY

Join us on July 24th at 2 PM ET for a must-attend event for financial advisors. This is a unique opportunity to hear from top industry leaders, moderated by Craig Iskowitz Anand Sheth - Founder & CEO of Pulse360 Haik Sahakyan - Co-founder & CEO of ARQA Ian Finnerty, CFP?, CIMA? - Director, Advisor Sales of FP Alpha Robert J. Sofia - CEO of Snappy Kraken Josh Smith - Co-founder & CEO of VRGL Rylan Folts - Co-Founder & Head of Sales of WealthFeed David Mehlhorn - VP, Corporate Marketing of Orion Discover how AI can transform your practice by helping you: ? Streamline business development and free up valuable time ? Enhance client interactions with personalized insights ? Stay ahead of the curve with the latest AI & Automation tools Don't miss our AI & Automation Summit—register now! ?? https://lnkd.in/e_vN-8kJ

We're excited to release our?AI WealthTech Map, a resource that financial advisors and wealth management firms can use to discover leading #artificialintelligence solutions and AI-focused firms serving the wealth management industry! ? The Oasis Group identified 55 leading technology firms that specifically serve the financial services industry for inclusion in the map. The firms are not existing #wealthtech solutions that are developing #AI capabilities – these firms are AI first and were built to support the #wealthmanagement industry. The map follows the sales cycle of a #financialadvisor by starting with prospecting, followed by writing assistants, note takers, proposal generation, AI assistants, investment research, next best action, and compliance solutions. ? Click here to read more and access the map: https://lnkd.in/gz8pNRGB Here are the firms and solutions included in the map: Aidentified, Inc., Cashmere AI, WealthFeed, FINNY, Catchlight, LeadCenter.AI, TIFIN, WEALTHAWK, AdvisorX AI, Saifr, Levitate, Jasper.AI, Wealth Management GPT, Zeplyn, Zocks | AI for Advisors, Jump - Advisor AI, Pulse360, paraplanner.ai, Mili, FinMate AI, Munin, Fireflies.ai, Otter.ai, Sybill, Fathom - AI Meeting Assistant, Read AI, Microsoft Copilot, Zoom, Boosted.ai, Holistiplan, AdvisoryAI, LEA Technologies, ARQA, YourStake, Conquest Planning Inc., FP Alpha, VRGL, Unblu Inc., CogniCor Technologies, rest in comments...

Exciting News! We're thrilled to announce a powerful new partnership between WealthFeed and Wealthbox! This integration brings together the real-time money-in-motion insights of WealthFeed with the streamlined CRM capabilities of Wealthbox, providing Financial Advisors with a powerful toolset to grow their business and enhance client relationships. ?? Seamless Integration: Easily export prospect data from WealthFeed directly into your Wealthbox account, ensuring your marketing and outreach efforts are organized and more efficient than ever. ?? Enhanced Monitoring: Upload your Wealthbox contacts into WealthFeed to enrich and monitor for significant money-in-motion events, such as business sales, inheritances, job changes, and more. Together, WealthFeed and Wealthbox empower you to acquire new clients effectively and boost client retention. Let's take your advisory services to the next level!