Articles from WealthReach

WealthReach, an AI-powered organic growth platform built for registered investment advisors (RIAs) and wealth management firms, today announced it has raised $1 million in seed funding. The round was led by Cecure Corporation, a privately held financial services holding company co-founded by Robert S. Schwartz, and included participation from other strategic investors.

WealthReach, an organic growth platform built for registered investment advisors (RIAs) and wealth management firms, today announced the launch of Living Sites, a new category of advisor website that continuously updates to help firms get found online, drive qualified traffic and book new appointments. Unlike legacy templated subscription sites that share the same generic content and expensive custom builds that quickly become outdated, every Living Site is 100% original and constantly evolving. This adaptability allows Living Sites to compound in performance and grow more visible and effective every week as they respond to how prospects search on Google, ChatGPT, Claude and Gemini.

WealthReach, an organic growth platform built for registered investment advisors (RIAs) and wealth management firms, today announced the launch of Multiply, an AI-powered referral engine that gives advisory firms the systems, coaching and automation to turn existing client relationships into a consistent source of new business.

WealthReach, an organic growth platform built for registered investment advisors (RIAs) and wealth management firms, today announced it has acquired the intellectual property (IP) assets of Model FA, a provider of coaching, marketing and development services for financial advisors. WealthReach will pair its AI-powered client prospecting tools with Model FA's suite of resources to launch a consulting practice that helps advisory firms solve two of the most persistent challenges for wealth managers: building a true end-to-end organic growth strategy and harnessing AI to execute on these initiatives at scale.

WealthReach, an organic growth platform built for registered investment advisors (RIAs) and wealth management firms, today announced the launch of Attract, the industry’s first AI-powered search engine optimization (SEO) and answer engine optimization (AEO) agent designed specifically for financial advisors.

Client acquisition and marketing expert David DeCelle and globally recognized referral authority Dan Allison today announced the release of their new book, “Organic Growth Revolution: A Systematic Approach for Financial Advisors.” The book provides financial advisors with an actionable, step-by-step roadmap for consistent, predictable growth. Drawing on decades of marketing research and thousands of client interviews, DeCelle and Allison have developed a proven two-part system that helps advisors sustainably scale their business. The book outlines their methodology for empowering advisors through systematic organic marketing and referrals, rather than relying on approaches such as cold calling, paid ads or high-pressure sales tactics.

WealthReach, a prospecting and intent data platform purpose-built for registered investment advisors (RIAs) and wealth management firms, today announced the launch of InsuranceReach, a new lead generation solution for insurance professionals that proactively identifies ready-to-engage prospects. Designed for insurance professionals, including life and property & casualty (P&C) agents, producers, independent marketing organizations (IMOs) and field marketing organizations (FMOs), InsuranceReach helps teams uncover and engage prospects who are actively researching insurance solutions to reduce time spent chasing unqualified leads and drive new business.