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Private Wealth Daily
wealthtech vendor

WealthReach

See the full tech profile in the PWD Tech Directory →
In network coverage since August 14, 2026 · 9 stories
5Deals on our tracker
Deal recordFull tracker →
Sep 24, 26Deal announcedDomain Money · Savology — coverage
Aug 26, 26Deal announcedVastAdvisor — coverage
Aug 17, 26Deal announced — coverage
Aug 16, 26Deal announcedSageContent — coverage
Aug 12, 26Deal announcedSageContent — coverage
Network coverage
RIA

Betterment automates the switch; WealthReach monetizes the leads RIAs turn away

The custodian is buying the switch and the growth platform is buying the wait, but only one sits inside the system of record.
RIA · Aug 28AI's wealth payoff now runs through the client meeting
Deals & PE · Aug 22VastAdvisor's insider SAFE says distribution beats model quality
Deals & PE · Aug 19The platform arms race turns to software and services
Deals & PE · Aug 19WealthReach's $1M seed targets advisor search visibility
Practice management · Aug 18SEI adds Zocks' AI assistant to its advisor services lineup
Retirement Advisers · Aug 18SEI brings Zocks AI to its $2.1 trillion adviser network
Data · Aug 18AdvisorFinder Intelligence grades RIAs' AI visibility
RIA · Aug 14Amplify, WealthReach partnerships target advisor efficiency
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