Verified User in Financial Services
UF
Verified User in Financial Services
Enterprise (> 1000 emp.)
"Best Prospecting Platform in the Industry, that I've seen."
5/5
What do you like best about WealthFeed?

The platform is fairly priced and gives me the data/tools needed to succesfully prospect my local area. Review collected by and hosted on G2.com.

What do you dislike about WealthFeed?

Takes a month or two to really start to see engagement on outreach. Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"WealthFeed has 10x'd my prospecting efforts"
5/5
What do you like best about WealthFeed?

The in depth money-in-motion, new business opportunities. Allowed us to consolidate from Crunchbase and RocketReach to just WealthFeed. Review collected by and hosted on G2.com.

What do you dislike about WealthFeed?

Nothing to dislike, they continue to put out new features. Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
"Best propsecting tool in our industry"
5/5
What do you like best about WealthFeed?

WealthFeed is pound for pound the highest caliber prospecting tool I have used in the wealth management space. Review collected by and hosted on G2.com.

What do you dislike about WealthFeed?

Nothing, platform and team have been great to work with. Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"WealthFeed is a staple in my daily prospecting efforts"
5/5
What do you like best about WealthFeed?

WealthFeed's Discover functionality is exactly what I have been searching for. Review collected by and hosted on G2.com.

What do you dislike about WealthFeed?

Sometimes the map feature is slow to load in big states. Review collected by and hosted on G2.com.

David P.
DP
David P.
Financial Advisor
Small-Business (50 or fewer emp.)
"Exactly What We Were Looking For"
5/5
What do you like best about WealthFeed?

The catalyst events make the "cold" outreach warmer, and having a person solely dedicated to Wealthfeed leads has been, and is, paying off Review collected by and hosted on G2.com.

What do you dislike about WealthFeed?

Some of the data doesn't completely match Review collected by and hosted on G2.com.

RJ
Rusty J.
Small-Business (50 or fewer emp.)
"A Major Help"
5/5
What do you like best about WealthFeed?

Filtering down to what I'm focused on each day/week/month. Review collected by and hosted on G2.com.

What do you dislike about WealthFeed?

It's not 100% accurate yet. Sometimes the addresses or phone numbers are out of date. Review collected by and hosted on G2.com.

Ruth G.
RG
Ruth G.
Financial Services Professional
Enterprise (> 1000 emp.)
"I was skeptical at first but once I tried my first name I was amazed with the results"
5/5
What do you like best about WealthFeed?

The staff was helpful and the actual application was amazing Review collected by and hosted on G2.com.

What do you dislike about WealthFeed?

I need more time to follow up on the leads! Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Best prospecting platform I've used. The WealthFeed team is amazing."
5/5
What do you like best about WealthFeed?

WealthFeed is specifically designed for Financial Advisors, and you can tell in the capabilities of the platform. Very easy to use compared to ZoomInfo, Apollo, etc, and way more affordable. Review collected by and hosted on G2.com.

What do you dislike about WealthFeed?

Nothing, customer service is fantastic, constant line of communication with the WealthFeed team to ensure I am having sucess. Review collected by and hosted on G2.com.