We help financial advisors get found and chosen online.
WealthReach builds Living Sites for independent advisors and RIAs: custom websites with an AI agent inside that keeps the firm visible on Google and in AI answers. Every page it writes is reviewed for compliance and approved by the advisor before it goes live.
Why we built it
Referrals look you up first
Even a warm introduction ends in a search. Prospects check your site, your reviews and what ChatGPT says about you before they ever call.
A template can't win search
Templated pages say what every other advisor's site says. To rank on Google and get cited by AI, a site has to answer your ideal client's real questions.
Compliance comes first
Nothing goes live without compliance review and your approval, with an audit trail behind every page the agent writes.
Founders
Mike Barrasso
Co-Founder & CEO
Mike leads the company and the product. Before WealthReach he ran business development inside a fast-growing RIA, where he saw how much pipeline leaks between a firm's website and its first meeting.
David DeCelle
Co-Founder & Chief Partnership Officer
David is also President and CEO of Model FA. He has coached 250+ advisory firms on organic growth, built The Exchange community of 720+ advisors, and co-wrote Organic Growth Revolution with Dan Allison.
Milestones
November 2025
WealthReach launches
The first release helps advisors identify anonymous website visitors and spot off-site intent. Yahoo Finance
March 2026
Attract, the SEO and AEO agent, launches
An AI agent that drafts compliant content so advisors show up on Google, ChatGPT, Perplexity, Claude and Gemini. InvestmentNews
April 2026
Model FA's intellectual property joins WealthReach
Model FA's coaching and referral framework is paired with our software, along with a consulting practice for end-to-end organic growth. Business Wire
June 2026
$1M seed round and a strategic advisory board
Cecure leads the seed round to scale Living Sites, and a six-member industry advisory board forms. Citywire RIA
July 2026
WealthReach acquires AdvisorRankings
Sixteen years of advisor search expertise comes in-house, and founder Brent Carnduff leads business development and the search roadmap. Citywire RIA
August 2026
SageContent integration
Advisor videos from SageContent become search-optimized Living Site pages built to be found on Google and in AI answers. Business Wire
Covered by Kitces, InvestmentNews, Citywire, Financial Planning, FA Magazine, PLANADVISER, WealthManagement.com and Family Wealth Report. See all coverage
Get in touch
See it on your site
Book a demo and get a free audit of your site's search and AI visibility.
Book a demoPartnerships
Enterprise RIAs, TAMPs, broker-dealers and marketing firms.
Partner with usPress
Coverage, interviews and media requests.
Visit the press pageAnything else? hello@wealthreach.ai