WealthFeed

WealthFeed is heading to the MarketCounsel Consulting Summit in Las Vegas on December 9th! Our Co-Founders, Rylan Folts and Matt Mossbarger, will be there to share insights on how Advisors are currently leveraging AI and big data to increase their firm's Organic Growth. We are also excited to announce our partnership and integration with Invent, working with Oleg Tishkevich and his team to help empower Advisors on the Invent platform to win more wallet share and increase client retention. See you in Vegas! 🚀 #MSUM24 Thank you Brian Hamburger, Anthony M. Stich, Ryan Marcus, and Nitesh Verma!

Invent is proud to partner with industry leading solution providers ActiFi, ARQA, GreenHill Investment Reporting, Norima Consulting Inc., WealthFeed, Zephyr, Flyer Financial Technologies and Holistico and are excited that they are all part of one of our offerings, the Invent Village. These innovative firms, and their leaders, will be with Oleg Tishkevich and team at the MarketCounsel Consulting Summit Dec 9-11 in Las Vegas. This key industry event unites top RIAs and the wealth management ecosystem with great content, networking and firms that serve advisors. If you want to learn more about the Invent Village, please DM us! Spenser Segal, Haik Sahakyan, Alex Trianine, Rusty Sommer, John Tirpak, Bill McFadden, PJ McIvor, Matt Mossbarger, Randy Jones, David Kuik, Ryan Marcus, Hamburger Law Firm, Nitesh Verma, Brian Hamburger, Suzanne Siracuse, Tim Welsh, CFP, Mark Hollingsworth, Peter Franco, Tricia H., Marc R. Butler, Ryan Reineke, Larry Roth, Kimberly Papedis, CFP, Mike Papedis, Mike Perlov, Cam Sheehan, Vadim Ruvinov #MSUM24

If you’re a financial advisor, you’ve probably heard about the massive $70 trillion dollar wealth transfer happening right now. The reality is, 88% of heirs don’t stick with their parents’ advisor. That’s a wake-up call—but also an opportunity to rethink how we connect with the next generation. We recently read an awesome report by SS&C Technologies, packed with actionable strategies to help advisors not only retain clients but from our perspective, create a marketing flywheel to win money-in-motion. Having the right insights is just part of the equation. Knowing how to market and connect with these clients is key. That’s where WealthFeed comes in. Advisors use WealthFeed to identify prospects going through money-in-motion events like inheritances, promotions, or relocations. Kudos to SS&C Technologies for delivering such valuable insights!

Top #Insurance Companies Launched In 2024 What are insurance startups up to in 2024? What types of initiatives are investors interested in funding? What specific features and functionalities are users looking for? We're sharing the top 10 operational insurance startups launched in 2024 with the highest Dealroom.co Signal score to give you an idea of what's trending in the industry and which ideas are gaining the most traction. 1️⃣ WealthFeed by Sam Kendree, Scott Wessels, Rylan Folts, Matt Mossbarger WealthFeed empowers Financial Advisors to grow their book of business and increase client retention through our AI-powered Money-in-Motion platform. 2️⃣ Recorder by David Hoare, Matt Hicks Recorder is a modern broker management software for the next generation of commercial insurance broker. 3️⃣ Artio by Ibrahim Sarwar, Bilal Hussain Artio provides insurance products for carbon projects from the earliest stages through a proprietary data-driven risk model with insights into real-time risk monitoring. 4️⃣ Zebra Insurtech by Fernando Certain, Andrés Ramírez Sánchez Zebra Insurance creates technology that allows Fintech companies to sell embedded affinity insurance within their user experience. 5️⃣ IdAgree by Gustav Frandfors IdAgree helps people safely buy and sell second-hand items by verifying identities and creating quick, secure agreements between both parties. 6️⃣ Heale.io by Hugo van der Slikke Heale is a platform helping companies in the UAE to buy, manage and renew their health insurance effortlessly. 7️⃣ AapkaPolicyWala by Pardeep Kumar & Sandeep Kumar Aapka Policywala helps users compare, purchase, renew, and get quotes for various insurance products. 8️⃣ Corgi by Emily Yuan, Nico Laqua Corgi makes insurance simple. 9️⃣ Revol One Financial by Mark Zesbaugh Revol One Financial is a refreshingly straight-forward insurance company committed to revolutionizing your experience in the fixed annuity insurance industry. 🔟 Adaptive Insurance by Michael Gulla, Arik Yelovitch Adaptive Insurance aims to revolutionize how businesses build financial resilience in the face of climate and weather-related events, starting with parametric insurance.

We're proud to announce the launch of our new blog series: Unlocking the Secrets of the Great Wealth Transfer! In this series, we'll be sharing insights on how Wealth Advisors distinguish themselves from prospects dealing with financial life events, navigate the complexities of wealth transfer, identify opportunities using AI, and create marketing plans for success. Stay tuned for the first post, coming soon! 📣

With roughly 80% of inheritors expected to seek financial advisory services, it's essential for Financial Advisors to develop strategic marketing plans that emphasize trust and professional expertise. Reach out and learn how the WealthFeed platform is helping advisors identify the $84 trillion dollar wealth transfer in real time!

Come visit the WealthFeed booth at XYPN LIVE, October 15th-17th! We're excited to show advisors how they can identify real time money-in-motion events in their area to grow their business and capture new opportunities.

How do life events trigger financial needs? In this Wealthtender webinar clip, Ryan Folts, cofounder of Wealthfeed, shares what drives people to get financial help! Watch the full webinar, "Using AI to Capture and Convert Prospects with Money in Motion" at https://lnkd.in/gQ6i_gqz #FinancialPlanning #LifeEvents #WealthManagement #MoneyInMotion #FinancialGuidance #EstatePlanning #TrustFunds #InvestSmart #SmartMoney #FuturePlanning WealthFeed Diana Cabrices

Don't Forget! $3 trillion of wealth changes hands every year, financial advisors have a unique opportunity to connect with clients navigating significant life changes. WealthFeed is the only financial advisor prospecting platform that gives you access to the Great Wealth Transfer in real-time nationwide.

In our September newsletter, we’re sharing how our community is leveraging some of the top AI solutions to streamline client meetings, optimize prospecting, and personalize client engagement. 🎟️ Plus, we’re hosting an Open House and Q&A on September 30th, where you can learn more about The AGC™ and why so many advisors choose and love this community 🎟️ Register for our Open House here: https://lnkd.in/gKXiKEk6 AI Tools Mentioned: Jump - Advisor AI, WealthFeed, VRGL, OpusClip, Typefully, Fathom - AI Meeting Assistant, Investipal, ForwardLane Inc.