When was WealthFeed founded?

WealthFeed was founded in 2024 and raised its 1st funding round within a year of its incorporation.

Where is WealthFeed located?

WealthFeed is headquartered in New York City, United States.

How many employees does WealthFeed have?

As of Sep 30, 2026, the latest employee count at WealthFeed is 14.

Is WealthFeed a funded company?

WealthFeed is a funded company, having raised a total of $***** in its 1st and only funding round, a Seed round on Mar 12, 2024.

When was the latest funding round of WealthFeed?

WealthFeed's latest funding was a $***** Seed round on Mar 12, 2024, with participation from 1 investor.

Where does WealthFeed rank among its competitors?

WealthFeed ranks 14th amongst 127 active competitors, of which 24 are funded. It stands 10th in terms of total funding among its competitors. The most recent competitor to raise funding was Zocks, which secured $45M in Jan, 2026.

Who are the top competitors of WealthFeed?

WealthFeed's top competitors include Jump, Zocks and Mili. Among them, Zocks secured the most recent funding round in January, 2026.

WealthFeed - 2026 Company Profile, Team, Funding & Competitors

WealthFeed is a seed company based in New York City (United States), founded in 2024 by Brian Scott and Matt Mossbarger. It operates as an Online platform offering portfolio management solutions. WealthFeed has raised $2M in funding from Thicket Ventures. The company has 127 active competitors, including 24 funded and 13 that have exited. Its top competitors include companies like Jump, Zocks and Mili.

Company Details

Online platform offering portfolio management solutions. It offers financial insights and information on investing and wealth optimization.

Website: wealthfeed.com
Email ID: *****@wealthfeed.com
Phone Number: +1 **********

Key Metrics

Founded Year

2024

Location

New York City, United States

Stage

Seed

Total Funding

$2M in 1 round

Latest Funding Round

Seed, Mar 12, 2024, $*****

Investors

Thicket Ventures

Ranked

14^th among 127 active competitors

Employee Count

14 as on Sep 30, 2026

Similar Companies

bunch & 381 more

View WealthFeed's full profile

WealthFeed is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Reports
WEALTHFEED, INC. CIN: 7558487 , United States, Active	Jul 09, 2023	-	-	-

WealthFeed has raised a total funding of $2M over 1 round. Its latest funding round was a Seed round on Mar 12, 2024 for $*****. 1 investor participated in its latest round. WealthFeed has 1 institutional investor.

Here is the list of recent funding rounds of WealthFeed:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Mar 12, 2024	6194539	Seed	1669679	4582009	6550035	6639188

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View details of WealthFeed's funding rounds and investors

The founders of WealthFeed are Brian Scott and Matt Mossbarger.

Here are the details of WealthFeed's key team members:

Brian Scott: Co-Founder of WealthFeed.
Contact Info: 1 email address
Matt Mossbarger: Co-Founder of WealthFeed.
Contact Info: 1 email address

View details of WealthFeed's Founder profiles and Board Members

WealthFeed's employee count trend

WealthFeed has 14 employees as of Sep 26. Here is WealthFeed's employee count trend over the years:

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Top competitors of WealthFeed include Jump, Zocks and Mili. Here is the list of Top 10 competitors of WealthFeed, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Jump 2023, Salt Lake City (United States), Series B	Developer of an AI assistant platform for financial advisory firms	$105M	Sorenson Capital, Insight Partners & 10 others	63/100
2nd	Zocks 2022, San Francisco (United States), Series B	AI-based communication management platform for financial advisors	$64.3M	Lightspeed Venture Partners, QED Investors ... & 9 others	63/100
3rd	Mili 2024, Lewes (United States), Series A	AI-powered meeting assistant for wealth advisors	$2M	Chiratae Ventures, BoldCap & 5 others	53/100
4th	Saturn 2023, London (United Kingdom), Series A	Provider of AI-powered wealth management platform	$17.8M	Singular, Y Combinator & 4 others	53/100
5th	Nevis Wealth Technology 2024, London (United Kingdom), Series A	AI-powered wealth management platform for financial advisors and their teams to automate core workflows	$40M	Sequoia Capital, Ribbit Capital & 1 others	53/100
6th	Zennify 2013, Meridian (United States), Series A	Provider of Salesforce consulting and data solutions for financial services. This firm offers strategic consulting, financial services consulting, data and AI advisory services, data solutions integration, managed services, and change management. They specialize in Salesforce Financial Services Cloud, Marketing Cloud, Agentforce, and nCino technologies. The company also develops accelerators to streamline implementations and provides ongoing support. Their services are tailored to meet the specific needs of financial institutions, focusing on measurable value and outcomes.	$7.5M	Salesforce Ventures, Tercera	51/100
7th	NexJ 2003, Toronto (Canada), Acquired	Customer management solution for financial industries	$32.5M	Sand Hill East, M\|C Partners	50/100
8th	4Degrees 2017, Chicago (United States), Series A	Provider of relationship intelligence and deal flow software for private markets	$2.02M	Harlem Capital, Gener8tor & 8 others	49/100
9th	ForwardLane 2015, New York City (United States), Series A	AI-powered decision intelligence platform	$6.98M	Fosun, SixThirty & 9 others	47/100
10th	TodayIR 2014, Hong Kong (China), Unfunded	Digital investor relations platform	-	-	46/100
14th	WealthFeed 2024, New York City (United States), Seed	Online platform offering portfolio management solutions	$2M	Thicket Ventures	44/100