WealthFeed raised $2M in a funding round led by Thicket Ventures with investments from executives in the RIA, investment banking, and private equity sectors.
Amount Raised
$2 Million
Round Type
Series D
New YorkInformation TechnologyFinancial ServicesInvestors
Description
WealthFeed, a New York City-based AI-driven lead generation tool for advisors, has raised $2 million in funding from Thicket Ventures, with additional investments from executives in the RIA, investment banking, and private equity sectors.
Quick answer
Wealthfeed raised $2 Million in a Series D round, dated March 15, 2024. Investors: Joe Jolson and Thicket Ventures. Wealthfeed is based in New York, New York, United States.
- How much did Wealthfeed raise?
- Wealthfeed raised $2 Million in a Series D round on March 15, 2024.
- Who invested in Wealthfeed?
- Joe Jolson and Thicket Ventures are named as investors in this round.
- What does Wealthfeed do?
- WealthFeed empowers Financial Advisors to grow their book of business and increase client retention through our AI-powered Money-in-Motion platform.
- Where is Wealthfeed based and how big is it?
- Wealthfeed is based in New York, New York, United States. Fundz records about 11 employees.
- Who are the decision-makers at Wealthfeed?
- Fundz holds 1 contact at Wealthfeed. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
Who else raised in Financial Services around the same time
Companies in the same sectors as Wealthfeed that raised within 45 days of this round, from Fundz verified event records.
- Blend Labs raised $150M (Series A) on April 29, 2024.
- Higala raised an undisclosed amount (Seed) on April 29, 2024.
- Canza Finance raised $2.3M (Seed) on April 29, 2024.
- Backflip raised $15M (Series A) on April 29, 2024.
- BRISKPE raised $5M (Seed) on April 29, 2024.
- David Energy raised $16M on April 29, 2024.
Who to call at Wealthfeed, and when
A new round usually means Wealthfeed is about to hire and buy. The teams that reach out first get the meeting.
- An alert the day Wealthfeed raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Wealthfeed, from your own LinkedIn network
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Related People
Wealthfeed raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.
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