WealthFeed Reviews & Product Details

I would recommend this to any advisor looking to grow their business. Personally, I think that every Jones advisor should have access to a tool like this that allows them to quickly find their local niche, using relevant life events to provide tactical and timely advice during these prospective clients time of need. I find the platform so simple that it makes it easy to consistently revisit and continue to add to the prospect pipeline to work them through my process. The interface makes it easy for me to quickly sort prospects in my area to address whichever life event I feel is most timely. Review collected by and hosted on G2.com.

I have no dislikes about WealthFeed. If anything, i would like even more potential leads for my area, which is entirely out of Wealthfeeds control. Review collected by and hosted on G2.com.

WealthFeed is an exceptional prospecting tool that helped me transform my prospecting process. The product itself is great, offering features that are both powerful and easy to use, helping me to hone in on my client niche with precision. What really sets WealthFeed apart is their top-notch customer service; they are incredibly responsive, always getting back to me promptly with answers to my questions and requests. The value this tool provides is head and shoulders above its competitors. Highly recommended! Review collected by and hosted on G2.com.

I seriously can't think of a single issue. Anytime I have even the slightest question or concern, their support team addresses it immediately. Review collected by and hosted on G2.com.

WealthFeed has become a staple in my firm's business development. We utilize the platform to help our Advisor's identify money-in-motion within their niches. The prospect quality we have seen in WealthFeed is 10x than what we have seen with other platforms. We've also been able to consolidate some of our other tech costs given their enrichment feature. Lastly, the handwritten note feature embedded on the platform, with QR tracking codes, have been very successful for our outreach and brand awareness. Review collected by and hosted on G2.com.

There is nothing I dislike about WealthFeed, they keep adding new features to the platform weekly, which has been great. Review collected by and hosted on G2.com.

WealthFeed so far has been a fantastic resource for finding local leads. Its not a sales list, and its not a quirky phone list with a bunch of disconnected numbers. You can determine the leads based off of their research of "money in motion" events, and then you get some great insights to the prospects. I love how they don't solely focus on LinkedIn or other platform like the AI automation tools. They scrub through data in public files and socials to help get you a profile of each prospect. I highly recommend them! Review collected by and hosted on G2.com.

Just like anything, its not a silver bullet. You still have to do the work and these are certainly "cold" prospects as they may not be necessarily expecting someone to reach out to them. Also, some of the LinkedIn interface is wonky as some of the profiles that they pulled in were either inaccurate or not the right profile. Review collected by and hosted on G2.com.

WealthFeed is extremely easy to use and has very high quality data. The integrations and other features have streamlined my office's business development efforts, at a fraction of the cost of how we were going about it prior to adopting WealthFeed. Review collected by and hosted on G2.com.

A few initial bugs on the platform when we first started a few months ago, however once we reported to the WealthFeed team, they were fixed within 24 hours. Review collected by and hosted on G2.com.

The feed of real-time prospects that have money in motion in my local area has been a game changer for my firm's organic growth. Really like how they are transparent and show you how many times a prospects contact info has been unlocked, differentiated approach compared to other lead gen programs we have used. Review collected by and hosted on G2.com.

For the first few months, my firm needed more direction on content for the prospecting. Ever since WealthFeed launched their ai content platform, this has helped immensly and has made the platform more efficient for us. Review collected by and hosted on G2.com.

Been an Advisor for 30+ years and haven't done any prospecting/outreach for the last 20. WealthFeed has made it easy to find high-converting local prospects, given my niche. Review collected by and hosted on G2.com.

Nothing, very solid platform, makes prospecting easy. Review collected by and hosted on G2.com.

Within the first week of using WealthFeed I was able to identify a very high-converting prospect for my practice and set a new business meeting up. I like how granular you can get within the filters. Review collected by and hosted on G2.com.

Handwritten note feature took me a few minutes to get a hang of. Review collected by and hosted on G2.com.

The in depth money-in-motion, new business opportunities. Allowed us to consolidate from Crunchbase and RocketReach to just WealthFeed. Review collected by and hosted on G2.com.

Nothing to dislike, they continue to put out new features. Review collected by and hosted on G2.com.

WealthFeed is pound for pound the highest caliber prospecting tool I have used in the wealth management space. Review collected by and hosted on G2.com.

Nothing, platform and team have been great to work with. Review collected by and hosted on G2.com.