Platform standardizes money-in-motion intelligence to helps firms drive organic growth
By DWN Staff
WealthFeed, the New York-based FinTech firm that helps wealth management enterprises arm their financial advisors with modern prospecting and organic growth tools, announced that The Mather Group has named the firm its sole approved enterprise prospecting platform. The cloud-based platform leverages AI capabilities to power lead generation and deepen existing relationships for financial advisors.
“When I was on the advisory side of the business, I saw that meaningful client opportunities often started with a life event that results in assets changing hands,” said Sam Kendree, CEO and Co-Founder of WealthFeed. “Those moments create a window for advisors to become part of the conversation. We built WealthFeed to help advisors recognize when that window is opening and act while they still have a chance to provide professional guidance and shape the decision.”
According to a firm release, the new partnership provides The Mather Group’s 100 advisors access to WealthFeed’s platform for real-time money-in-motion intelligence, warm introduction paths, data enrichment, compliant outreach and inbound web lead capture. The platform will use AI to help Mather’s advisors identify signals tied to inheritances, liquidity events, business sales, promotions and retirements.
Headquartered in Chicago and founded in 2011, The Mather Group is a fee-only, planning-led national wealth manager serving high-net-worth and ultra-high-net-worth families. The firm advises approximately $17 billion in client assets.
“As we’ve grown into a national firm with 14 offices, we’ve focused on building infrastructure that lets every advisor across TMG operate with the same level of discipline and capability,” said Deana Lewis, Chief Marketing Officer at The Mather Group. “Naming WealthFeed our exclusive prospecting platform is a major element of our organic growth strategy. It gives our advisors a single source of money-in-motion intelligence and a consistent framework for identifying and engaging the right prospects across every office.”
The agreement continues WealthFeed’s growth in the RIA space and follows its 2025 strategic partnership and minority investment from Broadridge Financial Solutions, where Broadridge’s financial advisor marketing solution became a standard feature within WealthFeed’s SaaS platform. The collaboration with Broadridge bolstered WealthFeed’s lead generation and prospecting capabilities with premium licensed content and automated nurturing capabilities for advisors to engage with clients and prospects. By leveraging WealthFeed’s ability to monitor for money-in-motion events, Broadridge users are better able to identify moments in time to engage with clients and prospects.
