Everything you need to win WealthReach — in one platform.
Who to reach, what to say, and why now on WealthReach — plus every funding round, exec hire, and M&A move that follows, each with the verified contact and the outreach written for you.
Get the full Deep Dive on WealthReach — free.
One free Deep Dive, emailed to you. No spam; unsubscribe anytime.
The decision-maker’s email and mobile — dial in-browser.
WealthReach raises $1M in a seed round led by Cecure Corporation to expand its AI-powered organic growth platform for wealth management firms.
PRIVATEJun 10, 2026•5 days ago
Amount Raised
$1 Million
Round Type
seed
New YorkSoftwareArtificial IntelligenceSaas
Investors
Cecure Corporation
Description
WealthReach has raised $1 million in seed funding to accelerate team growth and infrastructure buildout. The funding round was led by Cecure Corporation and aims to help wealth management firms modernize their tools. WealthReach's platform has seen rapid adoption since its founding in 2025. This investment will support the firm's continued growth in the wealth management industry.
Company Information
Company
WealthReach
Location
New York, New York, United States
About
WealthReach is an AI-powered growth platform built for financial advisors and wealth management firms. The company helps firms modernize organic growth through tools designed to improve visibility, support personalized outreach, and turn demand into conversations. Founded in 2025, WealthReach has rapidly gained adoption across major enterprise platforms and among some of the largest firms in the wealth management industry. The firm recently introduced Living Sites and a new consultancy practice to help wealth managers enhance their capabilities.
New YorkSoftwareArtificial IntelligenceSaas