WealthFeed Gets Backing From Broadridge to Transform Advisor Lead Generation
Broadridge has announced a strategic partnership and minority investment in WealthFeed, the AI-powered prospecting platform built by and for financial advisors. Together, the companies aim to provide wealth managers with a seamless way to find, engage, and nurture investors as they navigate key life events that impact financial decisions.
The integration pairs WealthFeed’s money-in-motion insights and predictive data with Broadridge’s AdvisorStream content and digital marketing capabilities. The result is a solution that allows advisors to automatically identify high-intent prospects, deliver personalized outreach, and build stronger long-term client relationships. By leveraging enriched datasets such as Broadridge’s InvestorView, advisors gain predictive visibility into a prospect’s potential investable assets, enabling smarter engagement at the right moment.
Mike Alexander, President of Broadridge Wealth Management, stated:
“We’re excited to partner with WealthFeed to equip advisors with the best tools to help them engage the next generation of digital-first investors. This integration provides advisors with the digital tools needed to drive growth, freeing them to focus on personalizing service and helping investors achieve their financial goals.”
Personalized Client Engagement at Scale
WealthFeed’s cloud-native SaaS platform is already trusted by independent advisors, RIA home offices, and enterprises. With Broadridge’s AdvisorStream now embedded as a standard feature, advisors can pair curated educational content with WealthFeed’s AI prospecting engine to nurture leads efficiently. The platform’s ability to monitor and act on life events—such as career changes, inheritances, or home purchases—empowers advisors to deliver relevant, timely communications that resonate with clients and prospects alike.
Sam Kendree, Co-Founder and CEO of WealthFeed, commented:
“Partnering with Broadridge is a transformative moment for WealthFeed and the advisors we serve. By uniting our real-time money-in-motion insights with Broadridge’s proven digital engagement platform, we’re giving advisors the ability to act on key life events with precision and scale. This integration turns data into action, enabling advisors to nurture opportunities with personalized communication, deepen relationships, and drive measurable growth.”
The collaboration also expands Broadridge’s growing partner ecosystem, which includes Salesforce, Uptiq, YourStake, Wix, and other leading innovators. This ecosystem reflects Broadridge’s strategy of connecting its open architecture with third-party fintech solutions to address diverse advisor needs.
Fueling Growth With Data-Driven Innovation
Broadridge’s minority investment in WealthFeed will accelerate the latter’s product roadmap and growth trajectory. By connecting prospecting data with automated nurturing workflows, the combined offering is designed to help advisor groups boost new client acquisition while simultaneously improving asset retention rates.
The partnership underscores a larger industry trend: advisors increasingly need technology that does more than collect data—it must generate actionable insights. With AI and real-time monitoring built into WealthFeed and complemented by Broadridge’s content-driven engagement platform, advisors now have the ability to connect more meaningfully with clients at critical financial junctures.
An educational webinar on October 15, 2025, will explore how advisors can use these tools to find new clients and intelligently nurture relationships around money-in-motion events. This session represents an early opportunity for advisors to see the combined platform in action.
Investor Takeaway