Advisors Capital Management, WealthFeed Partner on AI-Powered Lead Gen for Retirement Advisors
National RIA Advisors Capital Management today announced a strategic partnership with WealthFeed, an AI-powered prospecting platform that enables financial advisors to increase client retention and grow their book of business.
As part of the new partnership, WealthFeed will be rolled out to advisors participating in ACM’s PathFinder platform, which provides expanded retirement solutions for participants in 401(k), 403(b), 401(a), and 457(b) plans through self-directed brokerage accounts.
By pairing WealthFeed’s real-time “money-in-motion” prospecting signals—including business sales, inheritance, executive transitions, liquidity events—with PathFinder’s retirement planning capabilities, ACM says advisors will be better equipped to engage prospects at the right moment, deliver comprehensive retirement guidance, and retain more plan assets.
“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…”
ACM’s Michael Lieberman
“PathFinder is designed to unlock new growth opportunities for advisors while keeping retirement assets in-plan,” said Michael Lieberman, Partner & 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.”
New York City-based WealthFeed enables advisors to surface and engage opportunities tied to key life events while automating compliant outreach across email, LinkedIn, direct mail, and handwritten notes. The platform also supports continuous monitoring of existing contacts, enabling advisors to uncover new opportunities as client circumstances evolve, which the company says drives organic growth without added operational burden.
“Organic growth is vital to the sustained success of advisors and yet their biggest challenge. WealthFeed leverages the power of AI to turn data into action, identifying high-intent prospects with precision and driving meaningful growth,” said Rylan Folts, Co-Founder & Head of Sales at WealthFeed. “We’re excited to partner with Advisors Capital Management as they equip their advisors with the infrastructure needed to accelerate growth, efficiently and at scale.”
Ridgewood, N.J.-based ACM has a 70-person team serving over 10,000 accounts and $8B in assets under management.
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Veteran financial services industry journalist Brian Anderson joined 401(k) Specialist as Managing Editor in January 2019. He has led editorial content for a variety of well-known properties including Insurance Forums, Life Insurance Selling, National Underwriter Life & Health, and Senior Market Advisor. He has always maintained a focus on providing readers with timely, useful information intended to help them build their business.