Powerful new upgrade adds network visibility to WealthFeed’s Discover capabilities, enabling advisors to more easily identify second-degree connections

WealthFeed, the industry’s most complete all-in-one prospecting and growth engine for financial advisors, today announced the launch of its Warm Introduction solution. This enhancement to WealthFeed’s Discover feature enables advisors to instantly identify prospects they’re already connected to through their existing networks.

Referrals and introductions through clients are the most effective ways to build trust with prospects, yet manually identifying second-degree connections across large prospect databases can be prohibitively time-consuming. WealthFeed’s AI-enhanced Warm Introduction enhancement solves that challenge by layering network intelligence onto prospecting outreach.

Today, advisors who use WealthFeed can:

• Find prospects within WealthFeed’s database of 100M+ profiles who can be reached through a mutual connection
• Identify second-degree relationships layered on industry-leading prospect data
• Search their clients’ and connections’ networks for individuals they’d like to meet

“With WealthFeed, advisors can now ask, 'Who do I know that could introduce me to high-opportunity prospects?'” said Sam Kendree, co-founder and president of WealthFeed. “Our new Warm Introduction capability brings structure and intelligence to what historically has been a manual process. Our AI-enhanced technology helps advisors strategically and proactively explore their networks to find new opportunities.”

Extending WealthFeed’s Technology Leadership

WealthFeed’s Warm Introduction feature modernizes this process to help advisors connect with high-intent prospects at opportune moments in their financial lives. This increased specificity can boost referral success rates and help firms grow through relationships. Warm Introduction is layered directly on WealthFeed’s Discover feature, which offers:

• Professional and consumer-level data
• Proprietary individual-level net worth and income modeling
• Industry leading Money-in-Motion signals, including promotions, inheritance, business sales, capital raises, stock sales, and retirement
• Advanced filtering by net worth, income, job title, family wealth
• Validated contact information
• Exclusive and proprietary data sources

Beyond Lead Generation: A Complete AI-Powered Growth Engine

While other prospecting tools may provide data and others have marketing tools, WealthFeed uniquely delivers these capabilities and more within one unified system. The addition of the Warm Introduction further enhances WealthFeed’s Discover capabilities and solidifies WealthFeed’s position as the most comprehensive growth engine available to advisors.

“Advisors shouldn’t have to juggle a bunch of one-trick technology tools; they need one, comprehensive platform that fuels organic growth through the delivery of high-impact data and insights,” said Brian Scott, Head of Product at WealthFeed. “WealthFeed offers all that and now extends its technology leadership by leveraging millions of data points and the power of AI to optimize the value of advisors’ professional and personal networks.”

Unlike point solutions that address only one part of the advisor growth workflow, WealthFeed combines prospect identification, enrichment, monitoring, marketing automation, and CRM activation in a single solution. All features are included under WealthFeed’s industry-leading pay-as-you-go pricing model:

My Database (Prospecting CRM)

• Centralized view of all purchased and activated prospects
• Notes, engagement tracking, and activity monitoring
• Upload and activate existing contacts
• Easily export to CSV or integrate with your existing CRM

Monitoring

• Upload client lists for monitoring
• Receive alerts when contacts show Money-in-Motion activity

Enrich

• Search any prospect by name + location, phone, email, or LinkedIn
• View enriched profiles with net worth and income; contact information; household data; professional and education history; property details
• Bulk enrich via CSV upload or API

Marketing Hub

• Email automation through a separate domain
• Plain text or rich HTML editors
• LinkedIn automation for connection and messaging workflows
• Automated handwritten notes and postcards
• Multi-channel campaigns with intelligent engagement-based actions
• Proofpoint integration for compliance review

WealthFeed also offers data integrations with the wealth management industry’s most popular CRM tools, including Redtail, Salesforce, Wealthbox, and Hubspot.

About WealthFeed

WealthFeed is an AI-powered prospecting and client-engagement platform purpose-built for financial advisors by financial advisors. Leveraging enriched, real-time data, WealthFeed enables advisors to identify high-intent prospects and automate personalized outreach, enhancing engagement, client retention, and long-term growth. WealthFeed's intuitive and SOC 2 Type II-compliant platform empowers advisors to own their data and their time, letting them focus on what matters most: serving clients and their families. For more information, visit www.wealthfeed.com.

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WealthFeed launches AI-enhanced Warm Introduction solution, enabling advisors to instantly identify prospects they’re already connected to through their existing networks.