Manhattan Beach, CA
Joined April 2024
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WealthFeed Prospecting Platform Selected By The Mather Group wealthsolutionsreport.com/we…
Advisors Capital Management (ACM), a national registered investment advisor, partnering with WealthFeed, an AI-powered money-in-motion prospecting platform that enables financial advisors to grow their book of business businesswire.com/news/home/2…
WealthFeed retweeted
20 years of bull markets may be hiding cracks in U.S. wealth management—if a downturn hits, weaknesses will show. On my latest podcast, Sam Kendree (@WealthFeedAI) warns: time for advisors to rethink how they find and serve clients before the next adjustment.
WealthFeed retweeted
Imagine $84 trillion moving. Sam Kendree pulls back the curtain on WealthFeed’s AI — spotting inheritance transfers as they happen, arming advisors to facilitate the generational wealth shift. This is next-gen wealth management. @WealthFeedAI
WealthFeed retweeted
@WealthFeedAI is one of the few AI startups actually moving the needle in U.S. wealth management, where most big firms are stuck on pilots with little ROI (MIT study). Here's co-founder and CEO Sam Kendree from a recent conversation on the Mailander Podcast.
WealthFeed retweeted
What happens when an S&P 500 fintech giant partners with ambitious innovators? Sam Kendree (CEO and co-fouder of @WealthFeedAI) on Mailander Podcast reveals how Broadridge’s investment is fueling next-level lead discovery for U.S. wealth managers. Full episode out now on YouTube, Spotify, and Audible.
WealthFeed retweeted
This month's #AdvisorTech kicks off with the news that @useorigin has launched a new, low-cost "AI financial advisor" (that still won't threaten human advisors), and more of the latest tech news: kitc.es/4nz2zHQ
-Long-running equity compensation software StockOpter has been acquired by @GrantdEquity
-RedBlack is being relaunched in the U.S. six years after being acquired by the asset manager @InvescoUS
-AI-powered prospecting tool @WealthFeedAI has announced a strategic partnership with @Broadridge
-Standalone advisor-specific AI notetakers are beginning to experience price compression amid the debuts of @altruist's Hazel and @Wealthbox's integrated AI notetaker
-Slant is creating a new CRM that aims to use AI to help advisors build better client relationships
WealthFeed retweeted
42% of investors switch financial advisory firms due to key life events.
Join AdvisorStream and @WealthFeedAI for an exciting webinar on how to find qualified prospects, uncover key money-in-motion events, and nurture them with high-trust content - bit.ly/4mFFIcn
Turn Money in Motion Opportunities into Warm Conversations info.advisorstream.com/money…
WealthFeed retweeted
We're excited to announce that @Broadridge's AdvisorStream and @WealthFeedAI have partnered to help financial advisors find and intelligently nurture investors as they experience key life events - turning conversations into loyal clients.
Learn more at bit.ly/4gGks4M
Broadridge and WealthFeed Partner to Offer End-to-End Advisor Lead Generation and Intelligent Nurturing prn.to/4mA8g79
Exclusive: Broadridge Financial stakes prospecting startup WealthFeed citywire.com/ria/news/exclus…
WealthFeed and Anasova Partner to Accelerate Advisor Growth Through Enriched, AI-Powered Lead Generation - businesswire.com/news/home/2…
Summit Financial harnesses A.I. and next-generation digital tools to drive advisor growth, boost efficiency, and elevate client experience businesswire.com/news/home/2…
WealthFeed retweeted
Big shoutout to @WealthFeedAI for making the #WealthTech100 list!
Check out the full list here: loom.ly/JMh5-oU
#WealthTech100 #FinTech #WealthTech
TE+A Marketing and WealthFeed Announce Strategic Partnership to Revolutionize Investor Prospecting prnewswire.com/news-releases…
RIA Growth Catalyst Partners with WealthFeed to Enhance RIA Prospecting and Acquisition with Best In Class Contact... prn.to/4a6PYFU
With roughly 80% of inheritors expected to seek financial advisory services, it's essential for Financial Advisors to develop strategic marketing plans that emphasize trust and professional expertise.
