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WealthFeed raised $2M in a funding round led by Thicket Ventures with investments from executives in the RIA, investment banking, and private equity sectors.

Mar 15, 2024over 1 year ago

Amount Raised

$2 Million

Round Type

series d

New YorkFinancial ServicesInformation Technology

Investors

Joe JolsonThicket Ventures

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.

Company Information

Company

Wealthfeed

Location

115 BROADWAY

New York, New York, United States

About

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

FundzWatch™ Score

88
Medium Activity

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Funding Insights

Based on industry data
VC-backed spending patterns
VC-backed companies spend 89% more on sales and 100% more on marketing than bootstrapped peers