Steward Partners, an RIA with more than 300 advisors and nearly $50 billion in client assets, has chosen artificial intelligence-based prospecting platform WealthFeed to help its advisors scale their practices and boost organic growth.
Steward is buying a 12-month subscription on behalf of 50 lead advisors, the first step in a wider rollout, WealthFeed announced.
"We're honored that Steward, a true leader in the industry, has chosen to offer WealthFeed to its advisors as a more effective approach to finding high-intent prospects and engaging clients," WealthFeed co-founder and President Sam Kendree said. "Advisors understand organic growth isn't just a nice to have, it's a must. WealthFeed leverages the power of AI to turn data into opportunity."
WealthFeed's prospecting platform captures digital signals to reveal "money-in-motion" activity, such as business sales, inheritance, executive transitions and other liquidity events, which helps advisors court prospects at key moments in their financial lives, the firm said.
"We believe leveraging AI to generate better leads should be a core capability in every advisor's toolkit, taking its place alongside financial planning, CRM, and portfolio management solutions," Steward Chief Marketing Officer Greg Banasz said.
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