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WealthReach
Advisor websites with a built-in AI agent for SEO, AI-search visibility and compliant content
Venture-backedwealthreach.aiNot yet confirmed by the company
What it does
WealthReach builds and runs websites for independent financial advisors and RIAs, and offers multi-site rollouts for enterprise RIAs, broker-dealers, aggregators, TAMPs and marketing firms. Its product, called a Living Site, combines a custom site with an AI agent that keeps working on search visibility after launch.
The agent, called Attract, tracks the firm's rankings on Google and its citations in AI assistants such as ChatGPT, Claude, Perplexity and Gemini, watches competitors and site health, and drafts new pages or refreshes slipping ones in the firm's voice. Nothing publishes until it passes SEC and FINRA marketing review and the advisor approves it. A Convert add-on identifies anonymous site visitors and off-site intent and supports AI outreach.
WealthReach launched in November 2025, co-founded by Mike Barrasso and David DeCelle of Model FA. It raised a $1 million seed round led by Cecure in 2026 and acquired AdvisorRankings. Living Sites start at $1,000 per month on a 12-month agreement; Convert is $250 per month as an add-on.
Best for
- Serves
- RIAs, Broker-dealers, TAMPs
Features
- Custom advisor website build and hosting
- AI agent for SEO and AI-search visibility
- Rank and AI citation tracking
- Compliance-reviewed content drafting
- Website visitor identification
- Multi-office enterprise rollouts
Pricing and deployment
- Pricing model
- Subscription
- Published pricing
- Living Site from $1,000/month (12-month agreement); Convert add-on $250/month ($500 standalone); Enterprise custom; no setup fees
- Deployment
- Cloud
Integrations
- SageContent
Coverage from The Daily Network
Full coverage recordBetterment automates the switch; WealthReach monetizes the leads RIAs turn away
AI's wealth payoff now runs through the client meeting
VastAdvisor's insider SAFE says distribution beats model quality
The platform arms race turns to software and services
WealthReach's $1M seed targets advisor search visibility
SEI adds Zocks' AI assistant to its advisor services lineup
SEI brings Zocks AI to its $2.1 trillion adviser network
AdvisorFinder Intelligence grades RIAs' AI visibility
Deals and milestones
Deal Tracker- Deal announcedWealthReach · Domain Money · Savology
- Deal announcedWealthReach · VastAdvisor
- Deal announcedWealthReach
- Deal announcedWealthReach · SageContent
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