Wealthfeed - Crunchbase Company Profile & Funding

Q: Where is Wealthfeed's headquarters?

Wealthfeed is located in New York, New York, United States.

Q: Who invested in Wealthfeed?

Wealthfeed has 2 investors including Broadridge And Thicket Ventures.

Q: When was the last funding round for Wealthfeed?

Wealthfeed closed its last funding round on obfuscated from a Corporate Round round.

Q: How much funding has Wealthfeed raised to date?

Wealthfeed has raised obfuscated.

Overview

Wealthfeed

Total Funding

obfuscation

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Learn more.

Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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See more interactive data and historical milestones on desktop for the best experience

About Wealthfeed

CB Rank

36970

WealthFeed's platform empowers Financial Advisors to grow their book of business and increase client retention utilizing AI and big data.

Founded

obfuscation

Private

Corporate Round

New York, New York, United States

1-10

wealthfeed.com/

Artificial Intelligence (AI)

Information Technology

SaaS

Software

Funding Rounds

Corporate Round

OBF

obfuscation

Seed

OBF

obfuscation

Key People

Sam Kendree: President & Co-Founder

Details

Legal Name

Wealthfeed Inc

Operating Status

Active

Company Type

For Profit

Founders

Sam Kendree

Predictions & Insights

Growth Insight

See this Growth Insight

Wealthfeed is

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to be growing

Top Contributing Factors

Recently Raised Funding

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Runway Speculation

Products & Services

Money-in-Motion Platform

An AI-driven platform that identifies financial life events indicating money movement to help financial advisors find and engage high-potential prospects.

Discover Feature

A search tool that allows financial advisors to filter and find prospects based on detailed criteria including demographics, financial status, and life events.

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Financials

Company Funding

Funding Rounds

Investors

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Corporate Round - Wealthfeed	1	obfuscated obfuscation	Broadridge	Corporate Round
obfuscated obfuscation	Corporate Round - Wealthfeed	1	obfuscated obfuscation	Broadridge	Corporate Round
obfuscated obfuscation	Corporate Round - Wealthfeed	1	obfuscated obfuscation	Broadridge	Corporate Round
obfuscated obfuscation	Corporate Round - Wealthfeed	1	obfuscated obfuscation	Broadridge	Corporate Round
obfuscated obfuscation	Corporate Round - Wealthfeed	1	obfuscated obfuscation	Broadridge	Corporate Round

Funding Rounds

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Corporate Round - Wealthfeed	1	obfuscated obfuscation	Broadridge	Corporate Round
obfuscated obfuscation	Corporate Round - Wealthfeed	1	obfuscated obfuscation	Broadridge	Corporate Round
obfuscated obfuscation	Corporate Round - Wealthfeed	1	obfuscated obfuscation	Broadridge	Corporate Round
obfuscated obfuscation	Corporate Round - Wealthfeed	1	obfuscated obfuscation	Broadridge	Corporate Round
obfuscated obfuscation	Corporate Round - Wealthfeed	1	obfuscated obfuscation	Broadridge	Corporate Round

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.

Investor Name	Lead Investor	Funding Round	Partners
Broadridge	Yes	Corporate Round - Wealthfeed	—
Broadridge	Yes	Corporate Round - Wealthfeed	—
Broadridge	Yes	Corporate Round - Wealthfeed	—
Broadridge	Yes	Corporate Round - Wealthfeed	—
Broadridge	Yes	Corporate Round - Wealthfeed	—