Wealthfeed

Financial Software · New York, United States · 1-10 Employees

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Overview

Headquarters

115 Broadway, New York, New York, 10006,...

Phone Number

(941) 867-1761

Revenue

<$5 Million

Industry

Financial Software Software Customer Engagement Platforms

About Wealthfeed

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 the company's AI-powered Money-in-Motion platform.Explore more
SIC Code 73,737NAICS Code 51,513Show more

Wealthfeed Org Chart

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Samuel Kendree, President & Co-Founder at Wealthfeed
United States flag for contact location.

President & Co-Founder

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealthfeed

<$5M
1-10
Private
<$5M
2023
Samuel Kendree, President & Co-Founder at Wealthfeed
Samuel KendreePresident & Co-Founder
$6.7M
11-50
Private
<$5M
2005
GK
Grace KimDirector, Finance
<$5M
11-50
Private
-
-
GM
Guillermo MartinezChief Operating Officer - Zahoree
Illustration of an envelope

Wealthfeed Tech Stack

Top Financial Software Companies

Frequently Asked Questions Regarding Wealthfeed

What is Wealthfeed's official website?
Wealthfeed's official website is www.wealthfeed.com
What is Wealthfeed's Revenue?
Wealthfeed's revenue is <$5 Million
What is Wealthfeed's SIC code?
Wealthfeed's SIC: 73,737
What is Wealthfeed's NAICS code?
Wealthfeed's NAICS: 51,513
How many employees does Wealthfeed have?
Wealthfeed has 1-10 employees
What industry does Wealthfeed belong to?
Wealthfeed is in the industry of: Financial Software, Software, Customer Engagement Platforms
What is Wealthfeed competition?
Wealthfeed top competitors include: Acuity Systems, Zahoree
What technology does Wealthfeed use?
Some of the popular technologies that Wealthfeed uses are: Google Tag Manager, Amazon CloudFront, Amazon S3, Calendly
How do I contact Wealthfeed?
Wealthfeed contact info: Phone number: (941) 867-1761 Website: www.wealthfeed.com
What does Wealthfeed do?

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 the company's AI-powered Money-in-Motion platform.... Read More

Is Wealthfeed a public company?
Wealthfeed is private company therefore does not currently have an official ticker symbol
See more information about Wealthfeed

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