WealthFeed
WealthFeed platform leverages advanced AI and data analytics to identify and connect with high-quality prospects and offers a suite of features that includes a robust discovery data feed, person enrich feature, and client monitoring, enabling financial advisors and insurance agents to streamline and effective client acquisition.
$2M
Latest Funding
Seed
Latest Funding Stage
2024-03-12
Funding Date
6
Employees
United States
Location
New York, New York
City & State
Sales-Ready Summary
Wealthfeed recently raised $2M in Seed funding and utilizes a tech stack including HubSpot Analytics, Google Analytics, and Google Tag Manager, signaling a potential interest in optimizing their marketing and analytics efforts. Sales teams offering advanced analytics tools, marketing automation platforms, or services to improve website performance should reach out to their marketing leadership.
Key Contacts
Open Positions
View Careers PageSimilar Startups
Archipelo
The Archipelo Developer Security Posture Management Platform provides organizations with—the underlying system of record to capture SDLC event data tied to developer actions. Archipelo empowers security, GRC, and engineering teams to proactively identify, triage, and mitigate risks before they impact your business.
Workhelix
Workhelix brings together advanced research and comprehensive data to assess organizations' generative AI opportunities and which tasks can be accelerated with available technology, enabling businesses to navigate the opportunity landscape with data and reports, rather than relying on gut and instinct.
Subscript
Subscript is a platform that allows users to develop, understand, and manage subscription businesses. This enables members to update the database, calculate measures such as ARR, net revenue retention, CAC, LTV, ARPA, and so on, and analyze customer segments.
Shop Circle
Shop Circle is a software company that develops tools for Shopify-based businesses. Its platform provides solutions for customer engagement, operational efficiency, and conversion optimization. The company focuses on supporting independent brands within the Shopify ecosystem.