When was WealthReach founded?

WealthReach was founded in 2025 and raised its 1st funding round 1 year after it was founded.

Where is WealthReach located?

WealthReach is headquartered in Hauppauge, United States.

Who is the current CEO of WealthReach?

Michael Barrasso of WealthReach. They have also founded 1 company.

Is WealthReach a funded company?

WealthReach is a funded company, having raised a total of $***** in its 1st and only funding round, a Seed round on Jun 10, 2026.

When was the latest funding round of WealthReach?

WealthReach's latest funding was a $***** Seed round on Jun 10, 2026, with participation from 0 investor.

Where does WealthReach rank among its competitors?

WealthReach ranks 326th amongst 799 active competitors, of which 109 are funded. It stands 8th in terms of total funding among its competitors. The most recent competitor to raise funding was Centricity, which secured $27M in Aug, 2026.

Who are the top competitors of WealthReach?

WealthReach's top competitors include Avaloq, Broadridge and SEI. Among them, Centricity secured the most recent funding round in August, 2026.

WealthReach - 2026 Company Profile, Team, Funding & Competitors

WealthReach is a seed company based in Hauppauge (United States), founded in 2025 by Michael Barrasso. It operates as an AI platform that helps financial advisors discover opportunities and engage clients effectively. WealthReach has raised $1M in funding. The company has 799 active competitors, including 109 funded and 107 that have exited. Its top competitors include companies like Avaloq, Broadridge and SEI.

Company Details

AI platform that helps financial advisors discover opportunities and engage clients effectively. It helps identify high-potential clients, deliver personalized financial insights, and optimize engagement strategies. The platform leverages data analytics to provide actionable recommendations, enabling advisors to enhance client relationships, drive portfolio growth, and streamline advisory processes.

Website: www.wealthreach.ai/
Part Of

Key Metrics

Founded Year

2025

Location

Hauppauge, United States

Stage

Seed

Total Funding

$1M in 1 round

Latest Funding Round

Seed, Jun 10, 2026, $*****

Ranked

326^th among 799 active competitors

Investment & Acquisitions

Adviser Rankings

Similar Companies

Cleo & 2800 more

View WealthReach's full profile

WealthReach has raised a total funding of $1M over 1 round. WealthReach has 1 institutional investor.

Here is the list of recent funding rounds of WealthReach:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jun 10, 2026	5600231	Seed	3430503	7854618	9852488	4102008

Access funding benchmarks and valuations. Sign up today!

View details of WealthReach's funding rounds and investors

The founders of WealthReach is Michael Barrasso. Michael Barrasso is the CEO of WealthReach.

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

Michael Barrasso: Co-Founder & CEO of WealthReach.

View details of WealthReach's Founder profiles and Board Members

Access Tracxn on any website

Our Google Chrome extension lets you view company details while browsing their websites

Install Tracxn Extension

Top competitors of WealthReach include Avaloq, Broadridge and SEI. Here is the list of Top 10 competitors of WealthReach, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Avaloq 1985, Zurich (Switzerland), Acquired	Cloud-based solutions for financial institutions	$301M	BlackRock, Warburg Pincus & 3 others	76/100
2nd	Broadridge 2007, United States, Public	Provider of tech solution for financial service and customer communication	-	Back Bay Group, Zühlke & 4 others	73/100
3rd	SEI 1968, Oaks (United States), Public	Wealth and investment management solutions for institutional investors	-	UBS, Capitala Group	72/100
4th	Addepar 2009, Mountain View (United States), Series G	Wealth management solutions for advisors	$759M	WestCap, Valor Equity Partners & 60 others	71/100
5th	FNZ 2003, London (United Kingdom), Acquired	Provider of wealth management platforms for financial institutions and advisors	$3.52B	General Atlantic, Temasek & 13 others	70/100
6th	Altruist 2018, Culver City (United States), Acquired	Portfolio management software for financial advisors	$602M	Insight Partners, Venrock & 17 others	70/100
7th	Centricity 2022, Gurugram (India), Series A	Digital private wealth management platform for individuals	$51M	Burman Family, SMBC Asia Rising Fund & 40 others	70/100
8th	AdvisorEngine 2014, New York City (United States), Acquired	Wealth management software platform empowering financial advisors with technology and services	$60.1M	WisdomTree, Kirenaga Partners	65/100
9th	Magnifi 2018, New York City (United States), Early Stage	Investment comparison platform	$21.1M	ThirdStream Partners, Portag3 Ventures & 1 others	64/100
10th	Linedata 1998, Neuilly sur seine (France), Public	Provider of software, data, analytics, and related services for financial institutions	-	Ardian, XAnge & 4 others	63/100
326th	WealthReach 2025, Hauppauge (United States), Seed	AI platform that helps financial advisors discover opportunities and engage clients effectively	$1M	-	26/100