WealthFeed - About the company
WealthFeed is a seed company based in New York City (United States), founded in 2023 by Brian Scott, Matt Mossbarger and Rylan Folts. It operates as an Online platform offering portfolio management solutions. WealthFeed has raised $2M in funding from Thicket Ventures. The company has 306 active competitors, including 50 funded and 38 that have exited. Its top competitors include companies like PureFacts, Alkymi and SMArtX.
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
2023
Location
New York City, United States
Stage
Seed
Total Funding
$2M in 1 round
Latest Funding Round
Investors
Ranked
35th among 306 active competitors
Employee Count
10 as on Jan 05, 2026
Legal entities associated with WealthFeed
WealthFeed is associated with 1 legal entity given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Documents |
|---|---|---|---|---|
WEALTHFEED, INC. CIN: 7558487 , United States, Active | Jul 09, 2023 | - | - | - |
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WealthFeed's funding and investors
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 | 6407965 | Seed | 6110726 | 5520570 | 7409290 | 7777277 |
View details of WealthFeed's funding rounds and investors
WealthFeed's founders and board of directors
Founder? Claim ProfileHere 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
- Rylan Folts: Co-Founder & Head of Sales of WealthFeed.
View details of WealthFeed's Founder profiles and Board Members
WealthFeed's employee count trend
WealthFeed has 10 employees as of Jan 26. Here is WealthFeed's employee count trend over the years:
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WealthFeed's Competitors and alternates
Top competitors of WealthFeed include PureFacts, Alkymi and SMArtX. Here is the list of Top 10 competitors of WealthFeed, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | CRM solutions for wealth managers | $61M | 64/100 | ||
2nd | Alkymi 2017, New York City (United States), Series B | Developer of enterprise data digitization and analytics solutions | $26M | 61/100 | |
3rd | SMArtX 2010, West Palm Beach (United States), Series D | Managed accounts technology innovator modernizing financial services with cloud-based solutions | $39.7M | 61/100 | |
4th | Solovis 2013, Dallas (United States), Acquired | Global technology company serving capital markets and beyond with diverse solutions | $20.8M | 60/100 | |
5th | CAIS 2009, New York City (United States), Series C | Platform offering financial planning and advisory solutions for wealth managers | $734M | 59/100 | |
6th | Provider of API enabling brokerage account connectivity for data and trading | $7.5M | 59/100 | ||
7th | GeoWealth 2010, Chicago (United States), Series C | Advisory & Wealth management solutions | $75M | 57/100 | |
8th | Jacobi 2014, San Francisco (United States), Series A | Cloud-based portfolio design platform | $25.6M | 57/100 | |
9th | Axioma 1998, New York City (United States), Acquired | Risk management and portfolio construction solution | $22.5M | 56/100 | |
10th | ARGA Investment Management 2010, Stamford (United States), Unfunded | Provider of global equity investment management | - | - | 54/100 |
35th | WealthFeed 2023, New York City (United States), Seed | Online platform offering portfolio management solutions | $2M | 43/100 |
Looking for more details on WealthFeed's competitors? Click here to see the top ones
WealthFeed's Investments and acquisitions
WealthFeed has made no investments or acquisitions yet.
Reports related to WealthFeed
Here is the latest report on WealthFeed's sector:
News related to WealthFeed
Media has covered WealthFeed for a total of 6 events in the last 1 year, 6 of them have been about partnerships.
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Steward Partners Selects WealthFeed for AI-Enhanced ProspectingGlobal FinTech Series•Feb 19, 2026•WealthFeed, Steward Partners Global Advisory
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WealthFeed Partners with Quad-A to Expand Fintech AccessGlobal FinTech Series•Apr 23, 2025•WealthFeed,
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TE+A Marketing and WealthFeed Announce Strategic Partnership to Revolutionize Investor ProspectingGlobal FinTech Series•Mar 19, 2025•TE Digital Marketing, WealthFeed
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Fintech News WealthFeed Announces Strategic Partnership with NewEdge AdvisorsGlobal FinTech Series•Feb 28, 2025•WealthFeed, NewEdge Advisors
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