Broadridge and WealthFeed Partner to Offer End-to-End Advisor Lead Generation and Intelligent Nurturing
Broadridge Financial Solutions (NYSE:BR) has announced a strategic partnership and minority investment in WealthFeed, an AI-powered lead generation platform for financial advisors. The integration combines WealthFeed's AI prospecting and money-in-motion insights with Broadridge's AdvisorStream marketing platform.
The partnership enables advisors to identify and engage with potential clients during key life events, leveraging WealthFeed's SaaS platform enhanced with Broadridge's InvestorView data. The collaboration aims to provide automated nurturing capabilities, premium licensed content, and predictive insights on prospects' investable assets.
The partnership expands Broadridge's ecosystem, which includes notable companies like Salesforce, Uptiq, YourStake, and Wix. An educational webinar about the new capabilities will be held on October 15, 2025.
Broadridge Financial Solutions (NYSE:BR) ha annunciato una partnership strategica e un investimento minoritario in WealthFeed, una piattaforma di lead generation alimentata dall'IA per i consulenti finanziari. L'integrazione combina l'AI prospecting e gli insight su money-in-motion di WealthFeed con la piattaforma di marketing AdvisorStream di Broadridge.
La partnership consente agli advisor di identificare e interagire con potenziali clienti durante eventi chiave della vita, sfruttando la piattaforma SaaS di WealthFeed potenziata dai dati InvestorView di Broadridge. La collaborazione mira a fornire capacità di nurturing automatizzato, contenuti premium con licenza e insights predittivi sugli asset investibili dei prospect.
La partnership espande l'ecosistema di Broadridge, che include aziende come Salesforce, Uptiq, YourStake e Wix. Si terrà un webinar educativo sulle nuove capacità il 15 ottobre 2025.
Broadridge Financial Solutions (NYSE:BR) ha anunciado una asociación estratégica y una inversión minoritaria en WealthFeed, una plataforma de generación de leads impulsada por IA para asesores financieros. La integración combina la prospección con IA y conocimientos de money-in-motion de WealthFeed con la plataforma de marketing AdvisorStream de Broadridge.
La asociación permite a los asesores identificar y relacionarse con clientes potenciales durante eventos clave de la vida, aprovechando la plataforma SaaS de WealthFeed potenciada con los datos InvestorView de Broadridge. La colaboración busca proporcionar capacidades de nurturing automatizado, contenido licenciado premium y perspectivas predictivas sobre los activos invertibles de los prospectos.
La asociación amplía el ecosistema de Broadridge, que incluye empresas como Salesforce, Uptiq, YourStake y Wix. Se llevará a cabo un seminario educativo sobre las nuevas capacidades el 15 de octubre de 2025.
Broadridge Financial Solutions (NYSE:BR)가 비즈니스 전략적 파트너십과 WealthFeed에 대한 소수 지분 투자를 발표했습니다. WealthFeed는 재무 자문가를 위한 AI 기반 리드 생성 플랫폼입니다. 이 통합은 WealthFeed의 AI 전망 발굴 및 돈의 흐름 인사이트를 Broadridge의 AdvisorStream 마케팅 플랫폼과 결합합니다.
파트너십은 자문가가 인생의 중요한 이벤트 중에 잠재 고객을 식별하고 참여할 수 있도록 하며, Broadridge의 InvestorView 데이터로 강화된 WealthFeed의 SaaS 플랫폼을 활용합니다. 협력은 자동화된 육성 기능, 프리미엄 라이선스 콘텐츠, 그리고 잠재 고객의 투자 가능 자산에 대한 예측 인사이트를 제공하는 것을 목표로 합니다.
이 파트너십은 Salesforce, Uptiq, YourStake, Wix 등과 같은 주목받는 기업을 포함하는 Broadridge의 생태계를 확장합니다. 새로운 기능에 대한 교육 웹세미나가 2025년 10월 15일에 개최됩니다.
Broadridge Financial Solutions (NYSE:BR) a annoncé un partenariat stratégique et un investissement minoritaire dans WealthFeed, une plateforme de génération de leads alimentée par l'IA pour les conseillers financiers. L'intégration combine l'IA prospecting et les insights money-in-motion de WealthFeed avec la plateforme marketing AdvisorStream de Broadridge.
Le partenariat permet aux conseillers d'identifier et d'engager des clients potentiels lors d'événements clés de la vie, en tirant parti de la plateforme SaaS de WealthFeed enrichie par les données InvestorView de Broadridge. La collaboration vise à fournir des capacités de nurturing automatisé, du contenu premium sous licence et des insights prédictifs sur les actifs investissables des prospects.
Le partenariat élargit l'écosystème de Broadridge, qui comprend des entreprises telles que Salesforce, Uptiq, YourStake et Wix. Un webinaire éducatif sur les nouvelles capacités sera organisé le 15 octobre 2025.
Broadridge Financial Solutions (NYSE:BR) hat eine strategische Partnerschaft und eine Minderheitsbeteiligung an WealthFeed angekündigt, einer KI-gesteuerten Lead-Generierungsplattform für Finanzberater. Die Integration kombiniert WealthFeeds KI-Prospecting- und Money-in-Motion-Einblicke mit Broadridges AdvisorStream-Marketingplattform.
Die Partnerschaft befähigt Berater, potenzielle Kunden während wichtiger Lebensereignisse zu identifizieren und zu kontaktieren, indem sie WealthFeeds SaaS-Plattform nutzt, die mit Broadrides InvestorView-Daten angereichert ist. Die Zusammenarbeit zielt darauf ab, automatisierte Pflegefunktionen, Premium-Inhalte mit Lizenzen und prädiktive Einblicke in die investierbaren Vermögenswerte der Interessenten bereitzustellen.
Die Partnerschaft erweitert das Broadridge-Ökosystem, zu dem namhafte Unternehmen wie Salesforce, Uptiq, YourStake und Wix gehören. Ein Bildungswebinar zu den neuen Fähigkeiten wird am 15. Oktober 2025 stattfinden.
Broadridge Financial Solutions (NYSE:BR) أعلنت عن شراكة استراتيجية واستثماراً أقلية في WealthFeed، منصة توليد العملاء المحتملين المدعومة بالذكاء الاصطناعي لمستشاري التمويل. يدمج الدمج بين تنقيب WealthFeed بالذكاء الاصطناعي ورؤى Money-in-Motion مع منصة التسويق AdvisorStream من Broadridge.
تمكّن الشراكة المستشارين من تحديد والتفاعل مع العملاء المحتملين خلال أحداث الحياة الرئيسية، مع الاستفادة من منصة WealthFeed كخدمة SaaS المعززة ببيانات InvestorView من Broadridge. تهدف التعاون إلى توفير قدرات رعاية تلقائية، محتوى مرخص عالي الجودة ورؤى تنبؤية حول الأصول القابلة للاستثمار لدى العملاء المحتملين.
توسع الشراكة النظام البيئي لـ Broadridge، الذي يشمل شركات بارزة مثل Salesforce وUptiq وYourStake وWix. سيعقد وبينار تعليمي حول القدرات الجديدة في 15 أكتوبر 2025.
Broadridge Financial Solutions (NYSE:BR) 宣布与 WealthFeed 建立战略伙伴关系并获得少数股权投资。WealthFeed 是一个面向金融顾问的 AI 驱动潜在客户开发平台。该整合将 WealthFeed 的 AI 潜在客户挖掘与 Money-in-Motion 洞察与 Broadridge 的 AdvisorStream 营销平台相结合。
该伙伴关系使顾问能够在关键人生事件中识别并与潜在客户互动，利用 WealthFeed 的 SaaS 平台并结合 Broadridge 的 InvestorView 数据。合作旨在提供自动化 nurturings、带许可的优质内容，以及对潜在客户可投资资产的预测洞察。
该伙伴关系扩展了 Broadridge 的生态系统，其中包括 Salesforce、Uptiq、YourStake 和 Wix 等知名公司。关于新功能的教育网络研讨会将于 2025年10月15日 举行。
- Strategic partnership and minority investment in WealthFeed expands Broadridge's wealth management capabilities
- Integration enhances advisor efficiency by automating lead generation and client nurturing processes
- Partnership strengthens Broadridge's growing ecosystem of fintech solutions
- Enhanced data capabilities provide predictive insights on prospects' investable assets
- Investment amount in WealthFeed not disclosed
- Financial impact of the partnership not quantified
Insights
Broadridge's WealthFeed partnership enhances advisor lead generation capabilities, strengthening its wealth management ecosystem and creating new revenue opportunities.
Broadridge's strategic partnership and minority investment in WealthFeed represents a calculated move to strengthen its position in the wealth management technology space. By integrating WealthFeed's AI-powered lead generation and money-in-motion tracking with Broadridge's AdvisorStream marketing platform, the company is creating a comprehensive solution addressing a critical pain point for financial advisors: finding and nurturing qualified prospects.
This partnership adds significant value to Broadridge's wealth management ecosystem in three key dimensions. First, it enhances the company's product offering by creating an end-to-end solution for advisor lead generation and nurturing. Second, it leverages Broadridge's existing InvestorView data to enhance WealthFeed's capabilities, creating a flywheel effect where both platforms become more valuable. Third, it expands Broadridge's partner network, which already includes major players like Salesforce and Wix.
From a competitive standpoint, this move positions Broadridge as an increasingly important infrastructure provider in the wealth management technology stack. The financial advisor technology market remains fragmented, with advisors typically using multiple disconnected systems. By creating an integrated lead generation and nurturing solution, Broadridge addresses a significant operational inefficiency while potentially capturing more wallet share from its wealth management clients.
For investors, this represents Broadridge's continued execution on its strategy to expand high-value SaaS offerings in the wealth management space, potentially creating new recurring revenue streams while deepening relationships with existing clients. The minority investment structure also allows Broadridge to benefit from WealthFeed's growth without taking on the full risk of acquisition.
New partnership enables advisors to find and automatically nurture investors as they experience key life events
"We're excited to partner with WealthFeed to equip advisors with the best tools to help them engage the next generation of digital-first investors," said Mike Alexander, President of Broadridge Wealth Management. "This integration provides advisors with the digital tools needed to drive growth, freeing them to focus on personalizing service and helping investors achieve their financial goals, while also strengthening Broadridge's growing partner network to deliver end-to-end value for the wealth management industry."
Broadridge's financial advisor marketing solution is live as a standard feature within WealthFeed's SaaS platform for Independent Advisors, RIA home offices and enterprises. This collaboration will bolster WealthFeed's lead generation and prospecting capabilities with premium licensed content and automated nurturing capabilities for advisors to engage with clients and prospects. Leveraging WealthFeed's ability to monitor for money-in-motion events, advisors will also be able to identify moments in time to engage with clients and prospects. WealthFeed's comprehensive data set has also been enhanced by Broadridge's InvestorView data, providing predictive insights on a prospect's potential investable assets.
"Partnering with Broadridge is a transformative moment for WealthFeed and the advisors we serve. By uniting our real-time money-in-motion insights with Broadridge's proven digital engagement platform, we're giving advisors the ability to act on key life events with precision and scale," said Sam Kendree, Co-Founder and CEO of WealthFeed. "This integration turns data into action, enabling advisors to nurture opportunities with personalized communication, deepen relationships, and drive measurable growth."
Broadridge's investment will help fund WealthFeed's rapid growth and extensive product roadmap. By connecting unique lead-generation datasets with digital engagement and content marketing tools, Broadridge and WealthFeed are enabling advisor groups to accelerate new client acquisition and increase asset retention.
This partnership reflects the power of Broadridge's expanding partner ecosystem, which already includes leaders such as Salesforce, Uptiq, YourStake and Wix, along with other innovative firms across secure collaboration, lending, data enrichment, practice management, advisor marketing, and compliance. Broadridge is uniquely positioned to help advisors and enterprises accelerate growth and improve outcomes in a rapidly evolving wealth landscape by bringing together complementary capabilities, enabled by the flexibility of its open architecture platform, where firms can easily combine their own solutions, third-party fintech and Broadridge innovations.
An educational webinar exploring how advisors can find new clients and intelligently nurture them based on investors' key life and money-in-motion events will take place on October 15, 2025. Session details can be accessed here.
About Broadridge
Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over
For more information about us, please visit www.broadridge.com
About WealthFeed
WealthFeed is an AI-driven prospecting platform built for financial advisors, by financial advisors. Leveraging enriched, real-time data, it identifies high-intent, money-in-motion prospects and automates personalized outreach to enhance engagement, client retention, and long-term growth. WealthFeed's intuitive and SOC 2 Type II-compliant platform empowers advisors to own their data and their time, so they can focus on what matters most: serving clients and their families.
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SOURCE Broadridge Financial Solutions, Inc.
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