#United States #Chicago #financial advisors #WealthFeed #Mather Group

WealthFeed Partners with The Mather Group

WealthFeed, an innovative platform powered by AI, has announced a major collaboration with The Mather Group, LLC (TMG), designating it as their exclusive prospecting platform. This strategic partnership signifies a considerable step forward in the way financial advisors can enhance their growth and efficiency.

What's the Big Deal?

Based in Chicago, TMG is a leading national wealth management firm that focuses on high-net-worth and ultra-high-net-worth families. The firm currently manages approximately $17 billion in client assets and has been recognized on Barron's Top 100 RIA Firms list. Since its inception in 2011, TMG has expanded aggressively, completing over 20 acquisitions since 2018. The partnership with WealthFeed is expected to streamline operational processes and improve prospect engagement across its 14-office network.

WealthFeed's AI-driven platform allows advisors to harness real-time intelligence regarding money movements. This includes detecting life events that might lead to financial changes for clients, such as inheritances, promotions, or the sale of a business, thereby providing timely opportunities for advisors to engage with potential clients.

WealthFeed's Unique Offerings

The platform stands out by offering a variety of features that facilitate superior prospecting. Advisors can benefit from:

• - Real-time Money Movement Data: This enables them to gauge when significant changes to client portfolios may occur.
• - Warm Inclusivity: By identifying potential connections through existing networks, WealthFeed offers pathways for introductions that feel personal and trustworthy.
• - Data Enrichment: It improves the quality of prospects' information for better decision-making.
• - Compliance Assurance: All outreach efforts are aligned with regulatory requirements, ensuring that advisors remain compliant.

As Sam Kendree, CEO and Co-Founder of WealthFeed, articulates, significant opportunities often arise from life events that trigger asset movements. "We built WealthFeed to help advisors recognize when that window is opening and act in a timely fashion," he emphasizes the critical nature of swift engagement in these moments.

Standardizing the Prospecting Process

The deployment of WealthFeed across TMG is recognized as a pivotal move in establishing a standardized framework for prospecting. This consistency allows advisors, whether they are original team members or those newly acquired, to engage with prospects using the same effective methodology. As Deana Lewis, Chief Marketing Officer at TMG, highlights, "We want every advisor to operate with the same level of capability and discipline. The selection of WealthFeed aligns perfectly with our growth strategies and enhances our efficiency in identifying and engaging high-intent prospects."

Future-Proofing Advisory Services

This agreement is part of WealthFeed's broader growth strategy, building on its momentum following a recent strategic partnership with Broadridge Financial Solutions in 2025. By leveraging Broadridge’s expertise in advisor marketing alongside WealthFeed’s intelligent tools, advisors can create a much more effective and streamlined promotional outreach.

The combination of these advanced technologies aims to reshape how financial firms approach client acquisition and retention, providing advisors with the necessary tools to thrive in a competitive environment.

In conclusion, the collaboration between WealthFeed and The Mather Group is a game-changer. It sets the foundation for a more strategic, data-driven approach to financial advisory services, allowing advisors to thrive amid an ever-evolving landscape of client expectations and market dynamics. For more details on WealthFeed or to see how its platform can revolutionize your financial advisory practice, visit wealthfeed.com.