TE+A Marketing and WealthFeed Partner to Enhance Investor Prospecting
In a press release, TE+A Marketing and WealthFeed have announced a strategic partnership aimed at revolutionizing investor prospecting for financial services firms. This collaboration combines TE+A Marketing's expertise in automated campaign development with WealthFeed's advanced AI-driven prospecting capabilities.
The partnership will provide financial professionals with a comprehensive, data-driven solution to identify and engage investors experiencing "money in motion" events. Clients will benefit from seamless access to accurate investor data, targeted messaging, and expertly executed multi-channel campaigns.
Brad Feldmar, Chief Revenue Officer at TE+A Marketing, expressed enthusiasm for the partnership, highlighting its potential to streamline the process of reaching and converting high-value investors. Rylan Folts, Co-Founder of WealthFeed, emphasized the collaboration's role in equipping financial advisors with the necessary tools to effectively engage their target audience and drive growth.
This partnership is expected to deliver significant value to a wide range of financial service providers, including broker-dealers, asset managers, software providers, and insurance companies, by helping them expand their client base and increase assets under management.
We hope you enjoyed this article
Consider subscribing to one of our newsletters like Finance AI Weekly or Daily AI Brief.
Also, consider following us on social media:
More from Finance
Sep 22 Quantiphi Named Leader in NelsonHall Wealth Management Evaluation Sep 22 Wingspan Launches MCP for Contractor Onboarding and Payments Sep 22 Adapt launches Late Pay Agent for insurance agencies Sep 22 CLPS Completes AI Assisted Anti Money Laundering Project Sep 22 DataSnipper Launches Alwin for Audit and Finance AutomationFinance AI Weekly
Weekly newsletter about AI in finance. Covers AI-driven trading, fintech innovations, and data analytics transforming markets
Market report
2025 Generative AI in Professional Services Report
Thomson Reuters
This report by Thomson Reuters explores the integration and impact of generative AI technologies, such as ChatGPT and Microsoft Copilot, within the professional services sector. It highlights the growing adoption of GenAI tools across industries like legal, tax, accounting, and government, and discusses the challenges and opportunities these technologies present. The report also examines professionals' perceptions of GenAI and the need for strategic integration to maximize its value.
Read moreYou may also like
FMG Suite Introduces Advisor Tool Integration Platform
Outperform Institute and SkyGeni Partner on AI Revenue Risk Offering
Envestnet to Acquire Vestmark for Trading and AI Tools
Wealthbox Connects Advisor CRM Data to Claude
Vertice AI Launches OPTIMIZE Marketing Tool for Financial Institutions
Daily AI Brief: the AI news that matters, in your inbox.