Built for trusted advisors
Designed for financial advisors who value precision, insight and lasting relationships.
Wealthiee is an AI-powered smart prospecting platform designed specifically for financial advisors, wealth managers, insurance brokers, investment bankers, and other financial professionals. Our platform helps you identify high-value prospects that match your ideal client profile, automate personalized outreach, and build lasting relationships with clients who are the perfect fit for your services. Whether you’re an independent advisor or part of a larger team, Wealthiee streamlines your business development process so you can focus on what you do best – Serving your clients.
No technical skills are required. Wealthiee is designed with a user-friendly interface that financial professionals can navigate easily. Our platform features intuitive dashboards, guided workflows, and simple setup processes. If you can use email and browse the web, you can use Wealthiee. Plus, our support team is always available to help you get started and maximize your results.
Wealthiee aggregates data from multiple trusted sources including public records, professional networks, property records, business registrations, SEC filings, and other verified databases. We combine this data with proprietary Machine learning models that identify wealth signals and qualify prospects based on your specific criteria. All data is collected in compliance with applicable privacy laws and regulations.
Yes. Wealthiee is fully compliant with GDPR, CCPA, and other major data privacy regulations. We provide tools for managing consent, honoring data subject rights (access, deletion, portability), maintaining transparent privacy practices, and documenting data processing activities. Our privacy policy clearly outlines how we collect, use, and protect personal information, and we’re committed to maintaining the highest standards of data privacy.
