Business
Broadridge and WealthFeed Partner to Offer End-to-End Advisor Lead Generation and Intelligent Nurturing
Broadridge Financial Solutions Inc. (NYSE: BR), a global Fintech leader, today announced a new strategic partnership and minority investment in WealthFeed, a leading cloud-based platform that leverages AI capabilities to power lead generation and deepen existing relationships for financial advisors. The partnership brings together WealthFeed's AI prospecting and real-time money-in-motion insights with Broadridge's market-leading AdvisorStream marketing platform, helping advisors find, educate an
About this update from Broadridge Financial Solutions, Inc.
[{"type":"text","content":"New partnership enables advisors to find and automatically nurture investors as they experience key life events","length":112,"tagName":"p","attribs":{}},{"type":"text","content":"NEW YORK, Sept. 25, 2025 /PRNewswire/ -- Broadridge Financial Solutions Inc. (NYSE: BR), a global Fintech leader, today announced a new strategic partnership and minority investment in WealthFeed, a leading cloud-based platform that leverages AI capabilities to power lead generation and deepen existing relationships for financial advisors. The partnership brings together WealthFeed's AI prospecting and real-time money-in-motion insights with Broadridge's market-leading AdvisorStream marketing platform, helping advisors find, educate and nurture investors through key life events.","length":598,"tagName":"p"},{"type":"text","content":""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."","length":550,"tagName":"p"},{"type":"text","content":"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.","length":742,"tagName":"p"},{"type":"text","content":""Partnering with Broadridge is a transformative moment for WealthFeed and the advisors we serve. By uniting our real-time money...