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Financial Advisory  + RIAs & Financial Advisors  | 
RIA Advisors Capital Management Taps WealthFeed to Power AI-Driven Advisor Growth Integration helps advisors target “money-in-motion” opportunities RIA Advisors Capital Management (ACM) has entered a strategic partnership with WealthFeed, an AI-powered wealthtech platform, to enhance growth and engagement opportunities for advisors using ACM’s PathFinder platform. PathFinder delivers expanded retirement solutions for participants in 401(k), 403(b), 401(a), and 457(b) plans through self-directed brokerage accounts, and WealthFeed will now be rolled out to advisors across the platform. “PathFinder is designed to unlock new growth opportunities for advisors while keeping retirement assets in-plan,” said Michael Lieberman, partner and director of business development and growth at ACM. “Partnering with WealthFeed allows our advisors to identify specific companies and employees going through meaningful money-in-motion events and engage them at the right time with the tools needed to build long-term client relationships.” WealthFeed uses artificial intelligence to analyze data and surface high-intent prospects, helping advisors prioritize outreach and streamline business development. “Organic growth is vital to the sustained success of advisors and yet their biggest challenge,” said Rylan Folts, co-founder and head of sales at WealthFeed. “WealthFeed leverages the power of AI to turn data into action, identifying high-intent prospects with precision and driving meaningful growth.” The integration with PathFinder is the latest in a series of partnerships for WealthFeed aimed at embedding its capabilities into advisor workflows. In November 2025, the firm announced an agreement with cybersecurity provider Proofpoint to implement its Patrol API directly into the WealthFeed platform, enabling advisory firms already using Proofpoint to feed data into WealthFeed. Through that connection, advisors can identify new leads, automate compliant communications, and scale client outreach and engagement.

RIA Advisors Capital Management Taps WealthFeed to Power AI-Driven Advisor Growth 

RIA Advisors Capital Management (ACM) has entered a strategic partnership with WealthFeed, an AI-powered wealthtech platform, to enhance growth and engagement opportunities for advisors using ACM’s PathFinder platform. PathFinder delivers expanded retirement solutions for participants in 401(k), 403(b), 401(a), and 457(b) plans through self-directed brokerage accounts, and WealthFeed will now be rolled out to advisors across the platform. 

“PathFinder is designed to unlock new growth opportunities for advisors while keeping retirement assets in-plan,” said Michael Lieberman, partner and director of business development and growth at ACM. “Partnering with WealthFeed allows our advisors to identify specific companies and employees going through meaningful money-in-motion events and engage them at the right time with the tools needed to build long-term client relationships.” 

WealthFeed uses artificial intelligence to analyze data and surface high-intent prospects, helping advisors prioritize outreach and streamline business development. “Organic growth is vital to the sustained success of advisors and yet their biggest challenge,” said Rylan Folts, co-founder and head of sales at WealthFeed. “WealthFeed leverages the power of AI to turn data into action, identifying high-intent prospects with precision and driving meaningful growth.” 

The integration with PathFinder is the latest in a series of partnerships for WealthFeed aimed at embedding its capabilities into advisor workflows. In November 2025, the firm announced an agreement with cybersecurity provider Proofpoint to implement its Patrol API directly into the WealthFeed platform, enabling advisory firms already using Proofpoint to feed data into WealthFeed. Through that connection, advisors can identify new leads, automate compliant communications, and scale client outreach and engagement. 

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About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.