WealthFeed Raises Funds for AI-Driven Lead Generation Tool
From the desk of Jim Eccleston at Eccleston Law
WealthFeed leverages proprietary AI technology to collect nine real-time financial data points, including business sales, capital raises, inheritances, and job changes. Currently in beta testing with around 50 advisors, the platform scrapes data from publicly available sources, such as SEC filings and LinkedIn notifications, to identify potential prospects. According to WealthManagment.com, advisors pay a monthly fee of $149 to access the platform, with the option to purchase additional credits for expanded prospecting.
Eccleston Law LLC represents investors and financial advisors nationwide in securities, employment, transition, regulatory, and disciplinary matters.
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