WealthFeed, NYC-based supplier of natural progress platform for monetary advisors, raised $2M in funding.
The spherical was led by Thicket Ventures and executives from the Registered Funding Advisor (RIA), Funding Banking and Non-public Fairness sectors.
The corporate intends to make use of the funds to drive the platform’s progress initiatives, additional enhancing its use of predictive analytics and synthetic intelligence to help monetary advisors in increasing their market footprint.
Led by CEO Sam Kendree, WealthFeed is a SaaS Enterprise Improvement platform for Monetary Service Professionals. Leveraging superior AI and knowledge analytics, it empowers Monetary Advisors to develop their e-book of enterprise, improve shopper retention, and develop wallet-share with present shoppers via our AI-powered Cash-in-Movement platform.
FinSMEs
12/03/2024
