WealthReach in the media.
News coverage, features, and media mentions about how WealthReach is transforming organic growth for financial advisors.
Featured
FA Magazine
CommentaryHow Outdated Websites Cost Advisors New Business as AI Search Rivals Referrals
Byline from Michael Barrasso and David DeCelle: 96% of referred clients now research online, and AI-sourced prospects convert at a much higher rate than Google traffic.
Kitces / Nerd's Eye View
The Latest In Financial #AdvisorTech — July 2026: WealthReach Raises $1M to Make Advisor Websites Findable
Michael Kitces on Living Sites: websites engineered for SEO and AEO, with content that stays fresh so prospects can actually find the firm — not just a digital brochure.
Financial Planning
Marketing Pros Share Strategies for Advisors to Boost AI Visibility
Dan Shaw interviews Michael Barrasso on reviews, niche positioning, and why referred prospects still look you up with AI — plus the AdvisorRankings deal.
Citywire RIA
Organic Growth Startup WealthReach Acquires SEO Agency AdvisorRankings
David DeCelle on bringing advisor-specific AI-search expertise in-house so firms show up in ChatGPT and Claude, not only on Google.
Citywire RIA
Organic Growth Startup WealthReach Raises $1m in Seed Funding
Citywire on the first outside capital since launch: $1 million to scale Living Sites and organic growth for RIAs.
InvestmentNews
WealthReach Launches Attract to Help Advisors Get Noticed by AI
Feature on Attract — an AI agent that drafts content for SEO and AEO so advisors show up on Google, ChatGPT, Perplexity, Claude, and Gemini.
All coverage
InvestmentNews
WealthReach raises $1 million in seed funding
Kitces' AdvisorTech column, reprinted in InvestmentNews: Living Sites built to be found in search and AI, plus Convert identifying about 40% of anonymous visitors.
Digital Wealth News
Advisor Tech Talk — Week of 8/17/26
Weekly advisor-tech roundup covering the SageContent partnership and video-to-search workflow.
PLANADVISER
AI Product & Service Launches — 8/17/2026
Coverage of the SageContent integration: advisor video becomes search-optimized website content, with topic ideas pulled from what a firm's market is actually searching.
This Week in AI for Financial Advisors
3 Frontier Models Drop in the Same Day
Jason Pereira on the SageContent integration: one video becomes blogs and transcripts readable by Google, ChatGPT, and Claude.
Connect Money
People & Company News — Week of August 14, 2026
Industry week-in-review noting WealthReach's SageContent integration and continued product momentum.
Family Wealth Report
Digital Digest: The Latest Tech News — WealthReach, SageContent
Family Wealth Report's tech digest on the SageContent integration and WealthReach's search-optimized content workflow.
InvestmentNews
Fintech Bytes: Wealth-Tech Firms Target Advisor Productivity with New Integrations
InvestmentNews roundup covering the SageContent partnership that turns advisor video into search-optimized pages.
FinTech Global
WealthReach and SageContent Link Video to AI Search
The two-way integration turns SageContent video into Living Site pages built to rank on Google and get cited in AI search.
Fintech Finance News
WealthReach and SageContent Partner to Turn Advisor Videos into Search-Optimized Content
Partnership coverage of the video-to-page workflow built to attract prospects from search and AI assistants.
Business Wire
Press releaseWealthReach and SageContent Launch Integration That Converts Advisor Video Into Search-Optimized Content
Official release: SageContent video becomes Living Site pages and transcripts built to attract prospects from Google and AI search.
InvestmentNews
Red Oak, WealthReach Ink Deals to Cement Compliance and Marketing Leadership
InvestmentNews on the AdvisorRankings acquisition: 16 years of advisor search expertise, now in-house, as discovery moves from Google to ChatGPT and Claude.
Digital Wealth News
Advisor Tech Talk — Week of 8/3/26
Weekly roundup covering the AdvisorRankings acquisition and the done-for-you search offering now inside WealthReach.
PLANADVISER
AI Product & Service Launches — 8/3/2026
PLANADVISER notes the AdvisorRankings acquisition and Brent Carnduff joining to lead business development and the search roadmap.
WealthTech Strategy
WealthReach Acquires AdvisorRankings to Help Advisors Get Found in AI Search
AdvisorRankings' 16 years of Google and AI-search work come in-house, alongside the $1 million seed round and Model FA IP.
FinTech Global
WealthReach Buys AdvisorRankings to Boost AI Search Visibility
AdvisorRankings stays its own brand. Carnduff leads business development and feeds the SEO and AI-search roadmap.
Fintech Finance News
WealthReach Acquires AdvisorRankings to Dominate AI-Powered Search for Financial Advisors
16 years of advisor search expertise folded into the platform so RIAs can show up in AI answers, not only in Google results.
citybiz
WealthReach Acquires AdvisorRankings to Expand AI-Powered Advisor Marketing Platform
AdvisorRankings' SEO and AI-search practice joins WealthReach as firms look to get found by prospects using ChatGPT, Claude, and Perplexity.
Pulse 2.0
WealthReach Acquires AdvisorRankings, Adding AI Search Expertise for Financial Advisors
The deal adds a done-for-you search offering alongside Living Sites and the Attract, Convert, and Multiply engines.
Business Wire
Press releaseWealthReach Acquires AdvisorRankings, Adding In-House Expertise to Help Financial Advisors Get Found in the AI Era
Official release: AdvisorRankings continues as its own brand, with founder Brent Carnduff leading business development and the search product roadmap.
Global FinTech Series
WealthReach Acquires AdvisorRankings, Adding In-House Expertise to Help Financial Advisors Get Found in the AI Era
Expert-led search optimization paired with Living Sites and the growth engines, following the seed round and Model FA IP acquisition.
Fintech Pulse
WealthReach Acquires AdvisorRankings, Adding In-House Expertise to Help Financial Advisors Get Found in the AI Era
Advisor-specific search and website expertise comes in-house as a high-touch offering on the organic growth platform.
FinanceX
WealthReach Buys AdvisorRankings to Chase AI-Search Demand for RIAs
A done-for-you search practice beside the self-serve platform, as more prospects start their advisor search inside AI tools.
Wealth Solutions Report
WealthTech Roundup: Amplify, Advisor360°, FINNY, YCharts — and WealthReach Raises $1 Million
Monthly wealthtech roundup covering the $1 million seed round, Cecure-led, and the new strategic advisory board.
WealthManagement.com
WealthStack Roundup: Asset-Map Launches Growth Partners Program
WealthReach named an inaugural Asset-Map Growth Partner for AI-optimized advisor websites and visitor identification.
Fintech Impact
PodcastWealthReach with Michael Barrasso | E433
Jason Pereira talks with Michael Barrasso about why templated advisor sites don't rank, and how a Living Site plus Convert turns anonymous traffic into appointments.
Digital Wealth News
AI Finance News for the Week Ending 6/19/26
Weekly AI-in-finance roundup covering WealthReach's $1 million seed round and advisory board.
Connect Money
People & Company News — Week of June 12, 2026
Week-in-review coverage of the seed round and the formation of WealthReach's strategic advisory board.
Pulse 2.0
WealthReach Raises $1 Million Seed Round and Forms Strategic Advisory Board to Support Growth
Seed capital to expand the team and engineering behind the organic growth platform, with a new industry advisory board.
Finsmes
WealthReach Raises $1M in Seed Funding
Cecure Corporation leads the $1 million seed as WealthReach expands its organic growth platform for advisors.
FinTech Global
WealthReach Raises $1m Seed Round to Scale AI Growth Platform
Funding to scale the AI-powered organic growth platform for registered investment advisors and wealth firms.
Business Wire
Press releaseWealthReach Raises $1M Seed Round, Forms Strategic Advisory Board to Drive Expansion of Its Organic Growth Platform
Official release on the Cecure-led seed round and the six-member strategic advisory board.
InvestmentNews
WealthReach Secures $1M Seed Round and Assembles High-Profile Advisory Board
Cecure-led seed round plus a six-member advisory board, following the Attract launch and Living Sites.
Family Wealth Report
Deals Of The Day: WealthReach Acquires Model FA IP
Coverage of the Model FA IP acquisition as part of a wealth management M&A roundup. WealthReach pairs AI-powered prospecting with Model FA's coaching framework.
Wealth Solutions Report
WealthReach Acquires IP of Advisor Services Firm Model FA
WealthReach combined its AI-based prospecting tools with Model FA's coaching and referral framework to launch a consultancy helping advisory firms build organic growth strategies.
InvestmentNews
WealthReach Acquires Model FA IP — Fintech Bytes
"WealthReach is now the only firm in this space that can help an advisory firm build a comprehensive organic growth strategy and give them the AI-powered tools to execute it." — Michael Barrasso
Business Wire
Press releaseWealthReach Acquires Model FA IP, Launches Consulting Practice
Official press release announcing the Model FA IP acquisition and the launch of WealthReach's consulting practice for end-to-end organic growth systems.
WealthManagement.com
WealthStack Roundup: WealthReach Launches Attract SEO Engine
"The ways investors find their advisors have changed. Google and AI-driven search platforms are now just as crucial as word of mouth and referrals." — Michael Barrasso
MarTech Cube
WealthReach Announced the Launch of Attract
Tech industry coverage of Attract as an AI-powered SEO and AEO engine replacing traditional SEO agencies for financial advisors.
FinTech Global
WealthReach Launches AI SEO and AEO Engine for Advisors
Coverage of Attract as an AI-powered SEO and answer engine optimization tool designed specifically for financial advisors.
Yahoo Finance
WealthReach Launches Attract, an AI-Powered SEO and AEO Engine
International coverage of the Attract launch and how AI is changing how financial advisors get found online.
InvestmentNews
Fintech Bytes: WealthReach Attract and AI Search for Advisors
"Most advisory firms struggle to make SEO and AEO work because it's slow, expensive and requires constant oversight." — David DeCelle, Co-Founder and Chief Partnership Officer
Morningstar
David DeCelle and Dan Allison Release 'Organic Growth Revolution'
DeCelle and Allison provide advisors with an actionable roadmap for organic growth. "91% of clients say they're willing to refer their advisor, only 29% actually follow through."
Lead-Lag Live
PodcastIntent Data, AI Outreach, and Finding Clients Before They Call
Michael Barrasso on intent data, AI outreach, and how advisors can identify high-intent prospects before they call.
Kitces / Nerd's Eye View
The Latest In Financial #AdvisorTech — December 2025
Featured in Michael Kitces' monthly advisor technology roundup — one of the industry's most respected sources for advisor fintech coverage.
FinTech Global
WealthLine Launches WealthReach AI Prospecting Platform
WealthReach identifies up to 50% of previously anonymous website visitors, enriching each lead with detailed professional, financial and behavioral data.
WealthManagement.com
AI Updates: WealthReach Launches Visitor ID and Intent Platform
WealthReach combines website visitor identification with off-site intent data and AI-generated outreach sequences for financial advisors.
Yahoo Finance
WealthLine Debuts WealthReach, an AI-Powered Prospecting Platform
"Organic growth isn't just something that happens. We're giving advisors the data, tools, and solutions to capitalize on growth opportunities they didn't think were possible." — Michael Barrasso
Wealthtender
WealthReach — Growth Platform for Financial Advisors
"A growth platform that helps financial advisors turn hidden interest into warm conversations and new clients using real intent signals instead of cold lists."
Media contact
For press inquiries, interview requests, or media kits, reach out to our press team.
press@wealthreach.ai