WealthFeed
PrivateLast Round
Strategic
Sep 25, 2025
Total Funding Raised
$2M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
WealthFeed is a software company that provides an AI-powered platform for financial advisors to identify new clients and improve retention by tracking money-in-motion events.
Sector
FinTech
Verticals
Wealth Management, Sales Enablement, Compliance & Risk, Business Intelligence
Business Model
B2B
Customer Profile
Subscription SaaS, Usage-Based SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
WealthFeed Comparables
Compare WealthFeed with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Catchlight Insights | 88% | |
| FINNY | 88% | |
| Finterest, Inc. | 88% | |
WealthFeed Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Strategic | Sep 25, 2025 | ||||
| Seed | Mar 12, 2024 |
WealthFeed Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Thicket Ventures | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 23, 2026
Monthly visitors grew 31% MoM, reaching 9K.
- Nov 12, 2025
Partnered with Proofpoint for modern compliance capabilities.
WealthFeed Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about WealthFeed's valuation, stock price, and market status.