WealthReach, Domain Money, Savology Partner to Offer Personalized Services
WealthReach, along with Domain Money and Savology have teamed up to enable financial advisory firms to challenge the way clients reach their website and products.
Through the partnership, prospective clients and visitors will be automatically paired with an advisor depending on whether they meet a firm’s criteria and would be redirected to WealthReach. Other visitors would be directed to Domain Money or Savology’s platform.
For clients that would be directed to Domain Money, the platform’s financial professionals would provide clients with financial guidance, including asset allocation, wealth management, personal tax filing, estate planning, and financial planning. Meanwhile, the referring firm will recieve an undisclosed percentage of the annual planning fee.
Additionally, clients directed to Savology would receive a personalized financial report card, which is designed to provide a “curated learning experience” for clients navigating their financial hurdle. Following the results, Savology generates and shares the revenue with the referring advisor, the platform said.
To expand its reach and seek potential clients, WealthReach aims to help advisors show up on Google and AI platforms including ChatGPT, Claude and Perplexity.
“Advisors have been told for years that the answer is more leads,” said David DeCelle, co-Founder and chief partnership officer of WealthReach. “The real answer is never losing one. We generate the demand, and now everybody who arrives has somewhere to go and somebody staying with them until they are ready.”
The latest announcement from WealthReach comes shortly after the platform partnered with the AI-backed platform VastAdvisor to provide additional support to advisors in bridging the gap between paid advertising and digital exposure.
In June, WealthReach raised $1 million in seed funding, which was led by Cecure Corporation. In addition to the fundraising, WealthReach has formed an advisory board. The advisory board includes executives across consulting, asset management, and communications.