Steward Partners Taps Wealthfeed AI Platform to Drive Organic Growth

WealthFeed, an AI-powered prospecting platform for financial advisors, has formed an enterprise partnership with Steward Partners to help its advisors find and convert more high‑value prospects.  

Under the agreement, Steward is purchasing a 12‑month WealthFeed subscription on behalf of 50 lead advisors—the first phase of a broader rollout across its more than 300‑advisor network overseeing nearly $50 billion in client assets. 

Steward Partners is a full‑service, employee‑owned firm providing comprehensive wealth planning, private banking, institutional consulting and business solutions to individual investors, multigenerational families and businesses. The firm sees AI‑driven prospecting as a way to support advisors’ growth ambitions while helping them scale their practices more efficiently. 

“Advisors understand organic growth isn’t just a nice to have, it’s a must. WealthFeed leverages the power of AI to turn data into opportunity,” said Sam Kendree, co‑founder and president of WealthFeed. 

WealthFeed’s platform analyzes subtle digital signals to surface “money‑in‑motion” events—such as business sales, inheritances, executive transitions and other liquidity moments—so advisors can engage prospects at pivotal points in their financial lives. 

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