WealthFeed
PrivateLast Round
Strategic
Sep 25, 2025
Total Funding Raised
$2M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
WealthFeed is a software company that provides an AI-powered platform for financial advisors to identify new clients and improve retention by tracking money-in-motion events.
Sector
FinTech
Verticals
Wealth Management, Sales Enablement, Compliance & Risk, Business Intelligence
Business Model
B2B
Customer Profile
Subscription SaaS, Usage-Based SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
WealthFeed Comparables
Compare WealthFeed with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Catchlight Insights | 88% | |
| FINNY | 88% | |
| Finterest, Inc. | 88% |
WealthFeed Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Strategic | Sep 25, 2025 | ||||
| Seed | Mar 12, 2024 |
WealthFeed Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Thicket Ventures | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 23, 2026
Monthly visitors grew 31% MoM, reaching 9K.
- Nov 12, 2025
Partnered with Proofpoint for modern compliance capabilities.
Recent news
Latest coverage and updates
- signs_new_clientJul 2, 2026
WealthFeed Inc signed new client The Mather on Jul 2nd '26.
WealthFeed Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about WealthFeed's valuation, stock price, and market status.
Is WealthFeed a public or private company?
WealthFeed is a private company.
What is the current stock price of WealthFeed?
WealthFeed is a private company with no public stock price. No recent secondary market data is available.
How much is WealthFeed worth (valuation)?
Valuation information for WealthFeed is not publicly available.
Can I buy WealthFeed stock?
WealthFeed shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was WealthFeed's last funding round?
WealthFeed's most recent funding round was Strategic on September 25, 2025.
Who are the main investors in WealthFeed?
Key investors in WealthFeed include Thicket Ventures.
Will WealthFeed IPO soon?
No public IPO plans have been announced for WealthFeed.
How can I track WealthFeed secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor WealthFeed's secondary market activity and sign up for updates.