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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.
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
Ranked
Employee Count
10 as on Jan 05, 2026
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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
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WealthFeed's founders and board of directors

Founder? Claim Profile
The founders of WealthFeed are Brian Scott, Matt Mossbarger and Rylan Folts.
Here are the details of WealthFeed's key team members:

WealthFeed's employee count trend

WealthFeed has 10 employees as of Jan 26. Here is WealthFeed's employee count trend over the years:
Employee count trend for WealthFeed
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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:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for PureFacts
PureFacts
2010, Toronto (Canada), Acquired
CRM solutions for wealth managers
$61M
64/100
2nd
Logo for Alkymi
Alkymi
2017, New York City (United States), Series B
Developer of enterprise data digitization and analytics solutions
$26M
61/100
3rd
Logo for SMArtX
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
Logo for Solovis
Solovis
2013, Dallas (United States), Acquired
Global technology company serving capital markets and beyond with diverse solutions
$20.8M
60/100
5th
Logo for CAIS
CAIS
2009, New York City (United States), Series C
Platform offering financial planning and advisory solutions for wealth managers
$734M
59/100
6th
Logo for SnapTrade
SnapTrade
2014, Fredericton (Canada), Acquired
Provider of API enabling brokerage account connectivity for data and trading
$7.5M
59/100
7th
Logo for GeoWealth
GeoWealth
2010, Chicago (United States), Series C
Advisory & Wealth management solutions
$75M
57/100
8th
Logo for Jacobi
Jacobi
2014, San Francisco (United States), Series A
Cloud-based portfolio design platform
$25.6M
57/100
9th
Logo for Axioma
Axioma
1998, New York City (United States), Acquired
Risk management and portfolio construction solution
$22.5M
56/100
10th
Logo for ARGA Investment Management
ARGA Investment Management
2010, Stamford (United States), Unfunded
Provider of global equity investment management
-
-
54/100
35th
Logo for WealthFeed
WealthFeed
2023, New York City (United States), Seed
Online platform offering portfolio management solutions
$2M
43/100
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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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