WealthFeed
PrivateLast Round
Strategic
Sep 25, 2025
Total Funding Raised
$2M
Company Overview
WealthFeed operates in FinTech and is based in New York City, New York. Its latest recorded funding round was a Strategic round in September 2025.
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, NLP & Conversational AI
Business Model
B2B
Customer Profile
Subscription SaaS, Usage-Based SaaS
AI Layer
Application
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% | |
| Finterest, Inc. | 88% | |
| Kapitalwise Inc. | 86% |
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WealthFeed Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Strategic | Sep 25, 2025 | ||||
| Seed | Mar 12, 2024 |
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Key People
Founding team and executive leadership
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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.
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Recent news
Latest coverage and updates
- launchesNov 2, 2026
Wealthfeed launches Form 5500 data on its platform in New York on Nov 2nd '26, enabling advisors to search more than 780,000 retirement plans, identify prospects, and reach decision-makers through warm introductions and automated outreach.
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WealthFeed Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about WealthFeed's valuation, stock price, and market status.
Is WealthFeed a public or private company?
WealthFeed is a private company.
What is the current stock price of WealthFeed?
WealthFeed is a private company, so its shares have no public market price. Caplight tracks WealthFeed's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is WealthFeed worth (valuation)?
Valuation information for WealthFeed is not publicly available.
Can I buy WealthFeed stock?
WealthFeed shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was WealthFeed's last funding round?
WealthFeed's most recent funding round was Strategic on September 25, 2025.
Who are the main investors in WealthFeed?
Key investors in WealthFeed include Thicket Ventures.
Will WealthFeed IPO soon?
No public IPO plans have been announced for WealthFeed.
How can I track WealthFeed secondary market activity?
Caplight tracks bids, offers, and trades in WealthFeed's shares on secondary markets.