WealthReach
WealthReach is an AI-powered organic growth platform that provides custom advisor websites, AI SEO/AEO optimization, website visitor identification with intent data, and AI-driven referral coaching for registered investment advisors, wealth management firms, and insurance professionals in the U.S.
- Company typePrivate
- Founded2025
- HeadquartersLong Island City, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What WealthReach does
WealthReach, founded in 2025 and headquartered in New York, is an AI-powered organic growth platform purpose-built for registered investment advisors, wealth management firms, and insurance professionals. Its product architecture is a connected growth system comprising four core modules: Living Sites (100% custom advisor websites rather than templates), Attract (an autonomous AI agent that monitors SEO and answer engine optimization across Google, ChatGPT, Perplexity, Claude, and Gemini and drafts compliant content in the advisor's voice), Convert (website visitor identification that resolves 30-40% of anonymous visitors to named contacts with estimated net worth, combined with off-site intent monitoring across 7,000+ topics and AI-crafted personalized outreach), and Multiply (an AI referral coach built on Model FA's Psychology of Organic Growth methodology derived from 20+ years and 40,000+ client annual surveys). InsuranceReach extends the same visitor identification and intent capabilities to the InsurTech vertical.
The platform is differentiated by embedded SEC Marketing Rule and FINRA Rule 2210 compliance review with one-click approval on all AI-generated content, addressing a primary adoption barrier for advisor firms. The company operates a SaaS subscription model with per-module and per-seat pricing (Attract $400-$800/month per seat, Multiply $150/month per user, Convert per-seat, Living Sites subscription-based with no onboarding fee, with an Enterprise tier offering custom multi-office pricing). GTM combines self-serve product-led conversion (including a free site audit lead magnet with 30,000+ audits run to date) with guided enterprise sales for multi-office firms, aggregators, and broker-dealers, supplemented by the Asset-Map Growth Partners channel. WealthReach is privately held, raised a $1M seed round from Cecure Corporation in June 2026, and serves the U.S. market exclusively.
WealthReach firmographics
Firmographics- Name
- WealthReach
- Legal name
- WealthReach Inc.
- Website
- https://wealthreach.ai
- Company type
- Private
- Founded year
- 2025
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- WealthReach is an AI-powered organic growth platform that provides custom advisor websites, AI SEO/AEO optimization, website visitor identification with intent data, and AI-driven referral coaching for registered investment advisors, wealth management firms, and insurance professionals in the U.S.
- Ownership category
- akta.pro rank
WealthReach industry classification
Industry- Product category
- Wealth Management Marketing Software
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
- akta.pro secondary industry
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
Keywords
Where WealthReach is headquartered
LocationHeadquarters
- HQ city
- Long Island City
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
WealthReach business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Subscription (Living Sites, Attract, Convert, Multiply): WealthReach operates on a subscription SaaS model with multiple modules: Living Sites (website hosting and management), Attract (AI SEO/AEO), Convert (visitor identification and outreach), and Multiply (referral coaching). Each module is licensed separately on monthly or annual plans with per-seat and usage-based pricing components.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Base tier for smaller firms in one market |
| Subscription | Monthly | Recommended tier for growing firms expanding into new markets |
| Subscription | Annual | Enterprise tier for multi-office firms, aggregators, and broker-dealers |
| Subscription | Monthly | Multiply AI referral coaching tool |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels6 records
WealthReach product offering
Product offeringCore offering
WealthReach provides an AI-powered SaaS growth platform for registered investment advisors and wealth management firms. Its four integrated modules (Living Sites, Attract, Convert, and Multiply) deliver custom advisor websites, AI-driven SEO/AEO, anonymous website visitor identification with off-site intent data, AI-crafted personalized outreach, and AI referral coaching, with automated SEC Marketing Rule and FINRA Rule 2210 compliance built into every workflow. An additional InsuranceReach offering extends the same lead-generation capabilities to insurance professionals.
Product overview
WealthReach is an AI-powered organic growth platform for registered investment advisors and wealth management firms, offered as a unified platform-plus-modules architecture. The core platform consists of four integrated modules: Living Sites (custom advisor websites that rank), Attract (AI-powered SEO and AEO engine for continuous optimization), Convert (website visitor identification and intent data with AI outreach), and Multiply (AI referral coaching based on Model FA methodology). These modules form a connected growth ecosystem where Living Sites attract prospects, Attract drives search visibility, Convert turns visitors into clients, and Multiply converts each client into multiple referrals. Additional offerings include InsuranceReach (lead generation for insurance professionals) and Outreach (AI-crafted personalized prospect communications).
Differentiator
Problem solved
Functional benefit
Brands
- Living Sites: Custom advisor websites that rank on Google and AI search, with built-in SEO optimization and continuous content updates.
- Attract
- Convert
- Multiply
Products and services
- Living Sites A 100% custom website builder for financial advisors that ranks on Google and AI search. Living Sites are continuously optimized, automatically refreshed when rankings drop, and have new content drafted in the advisor's voice by the Attract engine. Every page goes through SEC + FINRA compliance review before going live.
- Attract An AI-powered SEO and answer engine optimization (AEO) agent that continuously monitors search rankings across Google, ChatGPT, Perplexity, Claude, and Gemini, identifies content gaps, generates optimized landing pages in the advisor's voice, refreshes existing pages when rankings slip, and includes a built-in SEC/FINRA compliance review with one-click approval.
- Convert Website visitor identification and intent data platform that identifies up to 40% of anonymous website visitors by name, title, employer, email, LinkedIn, and estimated net worth. Combines on-site visitor identification with off-site intent monitoring across 7,000+ topics, enriched prospect profiles with a proprietary WealthReach Score (0-100), and AI-crafted personalized email and LinkedIn outreach.
- Multiply An AI-powered referral coach for financial advisors built on Model FA's 20+ years of research with 40,000+ clients surveyed annually. Teaches the Psychology of Organic Growth methodology, scores meetings, catches referral moments automatically, provides AI coaching on what to say differently, and tracks implementation of the 7/14/21/30-day cadence for referral mastery.
- InsuranceReach A lead generation solution for insurance professionals using AI and intent-data technology. Identifies up to 40% of previously anonymous website visitors, enriches prospect profiles with professional and behavioral data, tracks off-site research activity, and generates personalized outreach across email and LinkedIn. Targets life and P&C insurance agents, producers, and marketing organizations.
- Outreach AI-powered outreach module that deep-researches each prospect and crafts personalized email and LinkedIn messages, verified for deliverability before sending. All sequences run through an SEC and FINRA compliance engine.
Quantifiable outcome
- 97% of advisor-site visitors leave without filling out a form; WealthReach Convert identifies 30-40% of these anonymous visitors by name and contact details
- +3 more outcomes
Companies that use WealthReach
Customer profileSegments4 records
Ideal customer profiles3 records
WealthReach technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration11 records
AI capability8 records
Feature6 records
WealthReach partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered flagship and core.
- Asset-Map Growth Partners ProgramflagshipWealthReach is an inaugural member of Asset-Map's Growth Partners program, one of four vetted partners selected to help financial advisors expand their reach, execute client service, and elevate their business practices. Asset-Map serves thousands of financial professionals across multiple countries.
- Model FAcoreWealthReach acquired Model FA's intellectual property assets in April 2026, combining AI-powered prospecting tools with Model FA's established coaching frameworks developed by Dan Allison and David DeCelle. This acquisition enabled the launch of Multiply, an AI-powered referral engine based on 20+ years of referral research with 40,000+ clients surveyed annually.
- Dimensional FundscoreDimensional Funds has partnered with Model FA since 2013 to conduct an annual survey of 40,000+ affluent clients, producing the research foundation for the Psychology of Organic Growth methodology used in WealthReach's Multiply product.
Scale indicators4 records
Recent moves6 records
Expansion highlights6 records
WealthReach competitors and assessment
Company assessmentDirect peers
- Twenty Over Ten: Website design and digital marketing platform purpose-built for financial advisors, with SEO, blog, and lead-capture features. Directly competes with WealthReach's Living Sites and Attract modules.
- Snappy Kraken: Marketing automation and AI-driven content platform built specifically for financial advisors. Competes head-to-head with WealthReach on automated email campaigns, content, and digital lead generation for RIAs.
- Vanilla: Digital marketing platform focused exclusively on financial advisors, providing websites, SEO, and content marketing. Overlaps with WealthReach's Living Sites and content automation offerings for the same RIA buyer.
- LeadPilot: AI-powered lead generation and prospecting platform targeting financial advisors with intent data and automated outreach. Directly comparable to WealthReach's Convert and Outreach modules.
- Advisor Websites: Website builder and marketing platform serving thousands of financial advisors, with templated sites and SEO features. Direct competitor in the templated-and-custom website segment that WealthReach attacks with Living Sites.
- FMG Suite: One of the largest providers of advisor websites, content, and marketing automation for RIAs and wealth management firms. Directly comparable to WealthReach across website hosting, content marketing, and SEO services for the same buyer persona.
Broad incumbents
- Nitrogen (formerly Riskalyze): Wealthtech platform serving tens of thousands of advisors with risk assessment, client engagement, and growth tools. Competes with WealthReach on the marketing and lead-engagement layer of the advisor stack at scale.
- HubSpot: General-purpose marketing automation and CRM platform widely used by mid-market financial services firms. While not advisor-specific, it competes for the same marketing-technology budget and could invest in advisor-vertical features.
- Marketo (Adobe): Enterprise marketing automation platform owned by Adobe. Used by larger wealth management firms and broker-dealers for lead nurturing, email, and analytics; overlaps with WealthReach's outreach and scoring functionality in the enterprise segment.
- Orion Advisor Technology: Large established advisor technology platform providing portfolio accounting, CRM, and marketing tools to wealth management firms. While primarily a TAMP/custody tech provider, Orion's marketing features compete with parts of WealthReach's stack at the enterprise level.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
WealthReach social profiles
Digital presenceWealthReach compliance and trust
Trust signalCompliance1 record
WealthReach financial estimates
Financial estimateRevenue estimate
Valuation estimate
WealthReach leadership team
Management profileNumber of profiles
Profiles2 records
WealthReach subsidiaries and ownership
Company hierarchySubsidiaries1 record
WealthReach funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
WealthReach M&A and investment
M&A and investmentM&A2 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about WealthReach
What does WealthReach do?
WealthReach provides an AI-powered SaaS growth platform for registered investment advisors and wealth management firms. Its four integrated modules (Living Sites, Attract, Convert, and Multiply) deliver custom advisor websites, AI-driven SEO/AEO, anonymous website visitor identification with off-site intent data, AI-crafted personalized outreach, and AI referral coaching, with automated SEC Marketing Rule and FINRA Rule 2210 compliance built into every workflow. An additional InsuranceReach offering extends the same lead-generation capabilities to insurance professionals.
Is WealthReach a public or private company?
WealthReach is a private company. It is classified as venture growth investor backed and is currently operating.
When was WealthReach founded?
WealthReach was founded in 2025. It employs 11 to 50 people.
Where is WealthReach based?
WealthReach is headquartered in Long Island City, United States, in the North America region.
How does WealthReach make money?
One revenue line is on record: saaS Subscription (Living Sites, Attract, Convert, Multiply).
Who are WealthReach's main competitors?
Direct peers on record are Twenty Over Ten, Snappy Kraken, Vanilla, LeadPilot, Advisor Websites and FMG Suite. Broad incumbents are Nitrogen (formerly Riskalyze), HubSpot, Marketo (Adobe) and Orion Advisor Technology.
Does WealthReach have an API?
No public API is recorded for WealthReach.
What industry is WealthReach in?
WealthReach's product category is Wealth Management Marketing Software. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech), with a secondary code of FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions). Its NAICS code is 523940 and its SIC code is 7372.