Key facts
- WealthFeed’s last known valuation is $29.0M (Sep 2025).
- It has raised $5.5M across 1 recorded rounds; the latest was Seed Round ($1.5M) in Dec 2023.
- Notable investors include Broadridge Financial Solutions, Thicket Ventures.
- WealthFeed has filed 1 Form D with the SEC, most recently Dec 2023 ($1.5M sold to 10 investors).
- Status: Privately Held (backing).
- ·Post-money valuations for all 1 rounds
- ·The complete investor list — 2 names
- ·Watchlist + deal alerts for WealthFeed
Funding rounds
1 roundsAbout WealthFeed
Developer of an AI-powered client retention platform designed to increase client retention. The company's platform leverages advanced AI and data analytics to identify and connect with high-quality prospects and offers a suite of features that includes a robust discovery data feed, person enrichment feature, and client monitoring, enabling financial advisors and insurance agents to streamline and effectively serve clients.
- Sector
- Business Products and Services (B2B)
- HQ
- New York, NY, United States
- Founded
- 2023
- Employees
- 5
- Website
- wealthfeed.com/
- Ownership
- Privately Held (backing)
WealthFeed doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in WealthFeed shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on WealthFeed in its N-PORT filings yet. We sweep new filings monthly.