WealthFeed
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About
WealthFeed is an AI-powered platform designed for financial advisors and insurance agents. It helps identify and connect with high-quality prospects experiencing 'money-in-motion' events (inheritances, business sales, etc.). The platform offers features for discovering niche prospects, enriching existing databases with data points, and monitoring current clients for relevant events. WealthFeed uses advanced AI and data analytics to aggregate and analyze billions of data points from public online sources, providing actionable insights and contact information to improve business development. It offers various pricing plans based on credit usage for unlocking contact information.
Platform
Task
Features
• ai-powered platform
• data enrichment
• client monitoring
• prospect discovery
• high-net-worth prospect identification
• contact information unlock
• granular search filters
• money-in-motion alerts
FAQs
Where is the data sourced and how current is it?
WealthFeed uses AI to aggregate data from millions of online public sources, analyzing billions of data points to create actionable insights for financial professionals. Data is updated weekly, with most events discovered within 90 days.
What can my WealthFeed credits be used for?
Credits unlock prospect profile information in the Discover feature (2 credits) or enrich your current prospect (1 credit). Additional credits can be purchased. Unused credits roll over to the next month.
Who is WealthFeed for?
WealthFeed is built for Financial Services professionals (advisors, agents, tax advisors, etc.) and marketing departments seeking to expand their high-net-worth audience using predictive analytics.
Is the information I unlock exclusive to me?
While data you unlock is unique to your search, other users might also access it. You can make an event exclusive, removing it from the platform for 10 credits.
What region(s) does WealthFeed identify data in?
WealthFeed covers the entire United States.
When can I cancel my subscription?
You can cancel your monthly or annual subscription at any time.
What is WealthFeed?
WealthFeed leverages advanced AI and data analytics to help financial advisors identify and connect with high-quality prospects experiencing 'money-in-motion' events, using features like Discover, Person Enrich, and Client Monitoring.
Pricing Plans
Monthly
USD149.00 / monthly• 50 free credits/month
• 2 credits per contact unlock
• Nationwide money-in-motion events
• Weekly data updates
• Contact enrichment
• 100 monitored contacts/month
Annual
USD1399.00 / annually• 750 free credits upfront
• 1 credit per contact unlock
• 25% more free credits
• 1000 monitored contacts/month
Job Opportunities
There are currently no job postings for this AI tool.
Ratings & Reviews
No ratings available yet. Be the first to rate this tool!
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