WealthFeed, an AI-powered Money-in-Motion platform for financial advisors, is excited to announce a strategic partnership with NewEdge Advisors, a growth-oriented financial advisory services and wealth management firm. The collaboration provides advisors with advanced prospecting and client engagement tools, enabling them to identify new prospects and drive organic growth.
This partnership combines WealthFeed’s cutting-edge technology with NewEdge Advisors comprehensive wealth management expertise, allowing advisors to easily access and act on high-value Money-in-Motion insights. By enhancing workflows, driving revenue growth, and elevating prospect engagement capabilities, the partnership supports NewEdge Advisors’ efforts to provide successful financial advisors access to tools and resources to grow their businesses.
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“We’re thrilled to partner with NewEdge Advisors and bring this partnership to life,” said Sam Kendree, Co-Founder and President at WealthFeed. “As everyone is talking about the Great Wealth Transfer, WealthFeed is a direct solution to capture money in motion in an advisor’s backyard and represents a huge opportunity for advisors to grow their AUM and build long-lasting client relationships. This collaboration underscores our dedication to empowering advisors with innovative tools for client acquisition and a focus on niche marketing.”
Based in New York City, WealthFeed is a leading SaaS Business Development platform for Financial Service Professionals. Leveraging advanced AI and data analytics, WealthFeed empowers Financial Advisors to grow their book of business, increase client retention, and grow wallet-share with current clients through our AI-powered Money-in-Motion platform.
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