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WealthFeed

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5.0 out of 5 stars
16 reviews
  • 1 profiles
  • 1 categories
Average star rating
5.0
Serving customers since
2024

Profile Name

Star Rating

16
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0
0
0

WealthFeed Reviews

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Profile Name
Star Rating
16
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Mitchell B.
09/04/2024
Validated Reviewer
Verified Current User
Review source: Organic

Prospect meeting set up within a week of utilizing platform

|WealthFeed
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.
JC
Jace C.
09/01/2024
Validated Reviewer
Verified Current User
Review source: Organic

Best Prospecting Platform in the Industry, that I've seen.

|WealthFeed
The platform is fairly priced and gives me the data/tools needed to succesfully prospect my local area.
RJ
Rusty J.
08/27/2024
Validated Reviewer
Review source: Organic

A Major Help

|WealthFeed
Filtering down to what I'm focused on each day/week/month.

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HQ Location:
New York, US

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What is WealthFeed?

WealthFeed empowers Financial Advisors to grow their book of business and increase client retention through our AI-powered Money-in-Motion platform.

Details

Year Founded
2024