WEALTHAWK

What WEALTHAWK does

WEALTHAWK (operating as WealthHawk) is a San Diego-based AI-powered prospecting platform built for financial advisors. Its core technology identifies "money-in-motion" events — life and financial transitions such as business sales, RSU vesting, IPO lockups expiring, inheritances, retirements, job changes, and M&A announcements — and matches those events against an advisor's ideal client profile (ICP), which the system extracts by reading the advisor's website. Rather than relying on purchased databases, the platform surfaces qualified households automatically, then drafts email and LinkedIn outreach sequences in the firm's voice that go through a review-before-send compliance workflow with full audit trail and supervisor pre-approval options.

The product is sold through four tiers: Starter ($49/month, up to 100 prospects), Solo Advisor ($99/month, up to 300 prospects), Growth ($249/month, up to 1,500 prospects with CRM sync and team features), and Deluxe Concierge (custom pricing, white-glove prospecting run by the WealthHawk team). The platform integrates with Gmail, Outlook, LinkedIn, Redtail CRM, and Wealthbox CRM depending on tier. GTM motion is hybrid — product-led self-serve on the lower tiers paired with application-only enterprise sales for the Concierge tier, plus channel distribution through FSI's CoveredAdvisor Affinity Benefits Program reaching 30,000+ independent advisors.

WealthHawk was acquired by Praxis Solutions in September 2025 and now operates as a subsidiary brand under the Praxis portfolio of advisor technology. Pre-acquisition, the company had only one disclosed funding round of $10,000 in October 2021, consistent with its Founder Institute TOP 1% Global alumni status. Industry recognition includes pioneering placement on Kitces's AdvisorTech Map in a new category, an Innovation in Lead Gen Tech award from Financial Planning ADVISE AI, and PR coverage across Associated Press, Benzinga, Yahoo Finance, and Wealthtender. The company's public-facing website still indicates the product is in preview build / "coming soon" as of the data snapshot, suggesting early commercial launch.

Name

WEALTHAWK

Legal name

WEALTHAWK inc

Website

https://wealthawk.com

Company type

Private

Founded year

2021

Operating status

Acquired

Headcount range

1–10 employees

Short description

WealthHawk is an AI-powered prospecting platform that helps independent financial advisors and RIAs identify prospects experiencing wealth transition events and automate compliance-checked outreach matched to their ideal client profile.

Ownership category

akta.pro rank

Product category

Wealth Management Prospecting Software

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

Keywords

• Wealth management prospecting
• Financial advisor software
• Lead generation platform
• Wealth transition analytics
• RIA prospecting tools

Headquarters

HQ city

San Diego

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Infrastructure, Operations, Marketing or Sales

Revenue model

1. Subscription SaaS: Tiered monthly subscription plans (Starter $49/mo, Solo $99/mo, Growth $249/mo) providing access to prospect discovery, AI outreach drafting, and platform features. Annual billing available. 7-day free trials for all self-serve tiers.
2. Concierge/Professional Services: Deluxe tier provides full-service prospecting run by the WealthHawk team with custom setup and per-meeting pricing. Includes prospect identification and coordinated multi-channel campaigns on client's branding.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels5 records

Core offering

WealthHawk is an AI-powered, event-driven prospecting platform for financial advisors that detects "money-in-motion" wealth transition events (business sales, RSU vesting, IPO lockups, inheritances, retirements, real estate transactions) and automatically matches them to each advisor's ideal client profile (ICP). The platform reads a firm's website to extract services and ICP, drafts personalized email and LinkedIn outreach sequences in the firm's voice, and includes a built-in compliance review-before-send workflow with audit trail and CRM integrations (Redtail, Wealthbox).

Product overview

WealthHawk is a unified AI-powered prospecting platform built for financial advisors, organized as a single core platform with four subscription tiers (Starter, Solo Advisor, Growth, Deluxe Concierge). The platform identifies 'money-in-motion' events — life and financial transitions like business sales, RSU vesting, IPO lockup expiring, inheritance, and retirement — reads the firm's website to extract its ideal client profile (ICP), automatically matches prospects to advisors, and drafts personalized email and LinkedIn outreach sequences in the firm's voice. Compliance-checked sequences are reviewed before sending, with supervisor workflows for firms with compliance officers. The platform integrates with Gmail, Outlook, LinkedIn, Redtail CRM, and Wealthbox CRM depending on the tier.

Differentiator

Problem solved

Functional benefit

Products and services

• WealthHawk Platform AI-powered money-in-motion intelligence and event-driven prospecting platform for financial advisors that detects wealth transition events (business sales, RSU vesting, IPO lockups, inheritances, retirements, real estate transactions), extracts the firm's ICP from its website, automatically matches prospects to the advisor, and drafts personalized email and LinkedIn outreach sequences in the firm's voice with a compliance review-before-send workflow. Includes native integrations with Gmail, Outlook, LinkedIn, Redtail CRM, and Wealthbox CRM.
• Deluxe Concierge White-glove prospecting service in which the WealthHawk team identifies the right prospects on the firm's behalf, runs a coordinated multi-channel campaign on the firm's branding, and delivers scheduled meetings with qualified prospects. Custom pricing with setup plus per-meeting pricing, scoped to the firm and offered by application with limited capacity.

Quantifiable outcome

• Up to 1,500 prospects discovered monthly on Growth plan
• +2 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability5 records

Feature4 records

Partnerships

Two partnerships are on record, tiered core.

• FSI (Financial Services Institute)coreGTM or Marketing Partner · 25 March 2026WealthHawk joined FSI's CoveredAdvisor Affinity Benefits Program, providing over 30,000 FSI member independent financial advisors with discounted access to WealthHawk's event-driven prospecting platform.
• Praxis SolutionscoreStrategic or Co-development PartnerWealthHawk is built by and powered by Praxis Solutions. The platform is a subsidiary product under the Praxis Solutions portfolio. Praxis acquired WealthHawk in September 2025 to expand services for financial advisors and enhance advisor-client matching during key financial transitions.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• HubSpot: HubSpot's Marketing Hub and Sales Hub are widely adopted by advisor firms for email marketing, lead nurturing, and CRM. WealthHawk's website uses HubSpot for demo booking, indicating overlap in customer base; HubSpot is a broad incumbent offering general-purpose tools where WealthHawk offers advisor-specific event-driven prospecting.
• Envestnet Tamarac: Envestnet Tamarac provides CRM, reporting, and advisor marketing technology to wealth management firms as part of Envestnet's broad fintech platform. Comparable to WealthHawk because its CRM-adjacent marketing tools serve the same advisor segment with prospecting and engagement features, though embedded within a much larger enterprise offering.
• Apollo.io: Apollo.io is a general-purpose B2B sales intelligence and engagement platform with prospecting, outreach automation, and CRM enrichment. While not advisor-specific, it competes with WealthHawk for advisor prospecting budgets with broader data coverage and substantially more engineering investment, putting pressure on WealthHawk's differentiation.
• Orion Advisor Technology: Orion is an established wealthtech platform offering portfolio accounting, CRM, and advisor marketing tools to broker-dealers and RIAs. It is a broad incumbent because its CRM and marketing modules overlap with WealthHawk's advisor prospecting capabilities, but Orion is a multi-product platform serving much larger enterprise clients.

Direct peers

• FMG Suite: FMG Suite is a marketing and content automation platform purpose-built for financial advisors, offering curated content, email campaigns, and social media tools. It is the most direct competitor to WealthHawk in the advisor martech category, addressing the same prospecting and engagement pain point with overlapping buyer personas (RIAs and independent advisors).
• SmartAsset: SmartAsset operates a consumer-facing lead-generation marketplace that matches prospective clients with vetted financial advisors, generating leads on life-event triggers (retirement, home purchase, etc.). It is a direct competitor because both companies monetize the same event-driven demand for advisor services, though SmartAsset works consumer-side while WealthHawk works advisor-side.
• ActivePipe: ActivePipe is an AI-powered lead nurturing and marketing automation platform built specifically for financial advisors, identifying hot prospects in CRM data and triggering automated outreach. It is a direct peer given the shared product category — AI-driven prospecting for advisors — and overlapping customer base of RIAs and wealth management firms.
• Hearsay Systems: Hearsay (now part of iCapital) provides compliant social media and digital outreach tools for financial advisors and insurance producers. It is a direct peer because both platforms focus on helping advisors reach prospects through compliant, advisor-voice outreach with built-in supervision — the same value proposition WealthHawk targets.

Others

• Wealthbox CRM: Wealthbox is a CRM platform purpose-built for financial advisors and a current integration partner of WealthHawk. It is classified as 'others' because it is an ecosystem partner rather than a direct competitor, but its own light marketing features and Featured Integration Partner status create some overlap with WealthHawk's prospecting workflows.

Emerging players

• Riskalyze (Nitrogen): Riskalyze (now Nitrogen) provides risk tolerance assessment and client engagement tools for advisors, with growing marketing automation features. It is an emerging peer because it shares the RIA customer base and increasingly overlaps into advisor-client engagement workflows that compete for the same marketing technology budget as WealthHawk.

Market position

Weaknesses4 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about WEALTHAWK