WealthReach: Funding, Investors & Team (Sep 2026)
WealthReach is an AI-powered growth platform built for registered investment advisors (RIAs) and wealth management firms that helps them generate and convert new client opportunities through automated marketing and sales systems. The company focuses on improving organic growth by combining AI-driven search visibility, prospect intelligence, personalized outreach, and referral generation tools into a single integrated platform designed for financial advisory businesses. It also provides AI-powered outreach and prospecting capabilities that use behavioral signals, demographic data, and intent tracking to identify high-value prospects and generate tailored communication sequences. These tools are designed to help advisory firms engage potential clients earlier in their decision-making process and improve response rates through personalized messaging. In addition to its software platform, the company incorporates consulting and advisory services that help firms design and implement end-to-end growth systems, combining AI tools with structured marketing and referral strategies. It has also expanded its offerings through acquisitions of marketing and coaching intellectual property to strengthen its methodology for advisor growth and client acquisition. WealthReach operates within the financial technology and wealth management software sector, focusing on AI-driven marketing automation, lead generation, intent data analytics, referral systems, and compliance-aware outreach tools for financial advisors and related professional services firms.
WealthReach has raised $1.0M across 1 funding round on record, the most recent a Seed of $1.0M announced in Jun 2026.
That round is below the $5.8M median round size for Artificial Intelligence companies tracked on FundedIQ over the last two years.
WealthReach Company Profile and Key Stats
Latest funding round on record: Jun 2026.
WealthReach Funding Rounds
WealthReach Founders and Leadership Team
No contact details are on record for this team yet.
WealthReach Funding Compared to Other Artificial Intelligence Startups
WealthReach's latest round of $1.0M is below the median round in Artificial Intelligence. Medians cover the last 24 months of disclosed rounds.
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WealthReach Funding FAQs
What does WealthReach do?
WealthReach is an AI-powered growth platform built for registered investment advisors (RIAs) and wealth management firms that helps them generate and convert new client opportunities through automated marketing and sales systems. The company focuses on improving organic growth by combining AI-driven search visibility, prospect intelligence, personalized outreach, and referral generation tools into a single integrated platform designed for financial advisory businesses. It also provides AI-powered outreach and prospecting capabilities that use behavioral signals, demographic data, and intent tracking to identify high-value prospects and generate tailored communication sequences. These tools are designed to help advisory firms engage potential clients earlier in their decision-making process and improve response rates through personalized messaging. In addition to its software platform, the company incorporates consulting and advisory services that help firms design and implement end-to-end growth systems, combining AI tools with structured marketing and referral strategies. It has also expanded its offerings through acquisitions of marketing and coaching intellectual property to strengthen its methodology for advisor growth and client acquisition. WealthReach operates within the financial technology and wealth management software sector, focusing on AI-driven marketing automation, lead generation, intent data analytics, referral systems, and compliance-aware outreach tools for financial advisors and related professional services firms.
How much funding has WealthReach raised?
WealthReach has raised $1.0M across 1 round on record. The most recent is a Seed of $1.0M announced in Jun 2026.
When did WealthReach last raise funding?
WealthReach's most recent funding round on record is a Seed of $1.0M, announced in Jun 2026.
Who founded WealthReach?
FundedIQ lists Michael Barrasso (Founder) at WealthReach.
Where is WealthReach headquartered?
WealthReach is based in Long Island City, New York, United States.
How many employees does WealthReach have?
WealthReach is in the 11-50 employee band.
How does WealthReach's funding compare to other Artificial Intelligence startups?
WealthReach's latest round of $1.0M is below the $5.8M median round size for Artificial Intelligence companies on FundedIQ across 7,234 tracked companies over the last two years.
About FundedIQ's WealthReach Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for WealthReach is left off this page rather than filled in.
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