Product Win: WealthFeed × The Mather Group
- 3 days ago
- 1 min read
Updated: 2 days ago
Product — WealthFeed: An AI-powered prospecting and organic-growth platform for financial advisors that surfaces real-time "money-in-motion" intelligence (inheritances, liquidity events, business sales, promotions, retirements), warm-introduction paths, data enrichment, compliant outreach, and inbound web-lead capture.
Customer — The Mather Group (TMG): A Chicago-based, fee-only, planning-led national RIA (founded 2011) serving high- and ultra-high-net-worth families, which has named WealthFeed its exclusive enterprise prospecting platform.
Customer scale metrics:
~$17 billion in client assets under advisement
~100 advisors across 14 offices nationally
More than 20 acquisitions completed since 2018
Recognized on Barron's Top 100 RIA Firms list
Significance of the transaction:
TMG is standardizing prospecting firm-wide, giving both legacy and newly acquired advisor teams a single, consistent process for identifying high-intent prospects — making WealthFeed the backbone of TMG's organic growth strategy across a rapidly consolidating RIA.
The exclusive, enterprise-wide mandate (sole approved platform) is a meaningful competitive win that deepens WealthFeed's penetration in the enterprise RIA segment rather than just serving individual advisors.
It builds on WealthFeed's 2025 strategic partnership and minority investment from Broadridge Financial Solutions, signaling continued enterprise momentum and validating its money-in-motion model at scale.
Knote: This is a solid win for WealthFeed and these sorts of exclusive agreements are not as common as one might think.