WealthFeed, a wealthtech company specializing in AI-powered lead generation, has partnered with Anasova, an owner of financial planning platforms, to integrate its advanced data enrichment capabilities into Anasova’s sales and marketing-qualified lead marketplace for financial advisors.
The collaboration aims to enhance the lead generation process for financial advisors by combining Anasova’s existing data, which includes over 40 self-reported data points collected through its planning processes, with WealthFeed’s AI-enriched actionable data. This integration is designed to provide deeper insights and more actionable information, ultimately helping advisors improve prospect-conversion rates.
Anasova, founded by Tom Anderson, a former executive director at Morgan Stanley Wealth Management, provides universal access to personalized financial advice and solutions through platforms like FreeFinancialPlan.com and AIFinancialPlanning.com. Its marketplace captures data to distinguish between sales-qualified leads, ready to engage an advisor, and marketing-qualified leads for ongoing cultivation. Advisors using Anasova’s platform can set their own criteria, budget, and price-per-lead to manage their client pipeline efficiently.
Tom Anderson, CEO of Anasova, stated, “Our strategic partnership with WealthFeed enables Anasova to deliver greater precision, enrichment, and efficiency in lead generation. By leveraging advanced data insights and AI-driven tools, we are further empowering advisors to build stronger, more personalized client relationships and accelerate sustainable business growth.”WealthFeed, an emerging wealthtech firm, focuses on equipping advisors with compliant, AI-driven tools to uncover opportunities and streamline operations, allowing more time for client service. The company’s platform combines enriched data, money-in-motion insights, and end-to-end outreach automation to support practice growth.
Sam Kendree, Co-Founder and President of WealthFeed, commented on the partnership, “We’re committed to building lasting relationships with innovators like Anasova as we look ahead to a future full of new possibilities and growth for advisors and their clients.”Anasova’s platform, developed by an advisor, systematically identifies prospects based on an advisor’s defined target market and pricing, aiming to ensure efficient pipeline growth and reduce unqualified leads. It offers fresh prospects, precise control over criteria and pricing, automation opportunities, and access to expert resources to help advisors minimize risk and maximize ROI in the digital environment.
WealthFeed emphasizes client data protection and is compliant with SOC 2 Type II standards. This certification signifies a commitment to data security and privacy, ensuring that advisor and client information protections are continuously monitored, updated, and rigorously tested to enterprise-grade levels.
