Tr?id=566623520170033&ev=PageView&noscript=1

WealthFeed Raises Funds for AI-Driven Lead Generation Tool

Posted on April 19th, 2024 at 2:04 PM
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.

Tags: eccleston, eccleston law

Return to Archive

TESTIMONIALS

Previous
Next
Quotes Bigger

I cannot thank you enough for your guidance. It's a good feeling knowing someone is fighting for you.

Matt J.

LATEST NEWS AND ARTICLES

1787592120 Law
August 24, 2026
Sophisticated Voice Phishing Attacks Target Major Wall Street Firms

According to ThinkAdvisor, hackers recently launched a series of sophisticated cyberattacks against major Wall Street firms, including prominent hedge funds and private equity companies.

1787342003 Law
August 21, 2026
Rising Market Leverage Raises Concerns About Financial Stability Despite Low Volatility

The leverage that has helped drive the U.S.

1787244289 Law
August 20, 2026
FinCEN Imposes Record $125 Million Penalty on UBS Financial Services

The Financial Crimes Enforcement Network (FinCEN) has imposed a $125 million civil money penalty against UBS Financial Services Inc.