ACM Taps WealthFeed AI to Reshape Advisor Growth and Client Engagement

NEW YORK, NY – January 06, 2026 – Advisors Capital Management (ACM), a national registered investment advisor, has announced a strategic partnership with WealthFeed, an artificial intelligence platform designed to identify new client opportunities for financial advisors. The collaboration will integrate WealthFeed's AI-powered prospecting engine into ACM's PathFinder platform, signaling a significant move to equip advisors with advanced tools to tackle the persistent challenge of organic growth.

This partnership aims to provide advisors with real-time alerts on “money-in-motion” events—significant life and liquidity changes such as inheritances, business sales, or executive transitions—that often precipitate a need for financial guidance.

The Quest for Organic Growth

For decades, the primary hurdle for financial advisory firms has been consistent and scalable organic growth. Traditional methods like seminars, cold calling, and relying on referrals have often yielded inconsistent results. The industry is now turning to technology to solve this fundamental problem, and AI is at the forefront of this transformation.

WealthFeed is one of a new breed of WealthTech firms leveraging AI to turn vast amounts of public and proprietary data into actionable intelligence. The platform is engineered to pinpoint individuals experiencing key life events that create a high intent to seek financial advice. By identifying these moments with precision, the system enables advisors to engage potential clients at the most opportune time.

“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.”

Integrating AI into the Advisor's Toolkit

The partnership will see WealthFeed rolled out to advisors utilizing ACM’s PathFinder platform. PathFinder provides expanded retirement solutions for participants in 401(k), 403(b), and other qualified retirement plans through self-directed brokerage accounts. The platform is designed to help advisors manage and retain retirement assets that might otherwise be rolled over and leave the plan.

By embedding WealthFeed’s prospecting signals directly into this ecosystem, ACM is creating a powerful synergy. Advisors can not only identify employees at specific companies who are undergoing a money-in-motion event but can also immediately engage them with the sophisticated retirement planning and asset management capabilities offered by PathFinder.

“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 Advisors Capital Management. “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.”

Beyond Leads: Automation, Compliance, and Humanizing Advice

The collaboration goes beyond simple lead generation. WealthFeed’s platform automates a significant portion of the outreach process, allowing advisors to launch compliant campaigns across email, LinkedIn, and even direct mail. It also provides continuous monitoring of an advisor's existing client base, surfacing new opportunities to expand wallet share as a client's circumstances evolve. This automation is designed to free advisors from time-consuming prospecting tasks, allowing them to focus on what they do best: building relationships and providing personalized advice.

This focus on efficiency arrives at a critical time, as regulatory scrutiny over the use of AI in financial services intensifies. Both the SEC and FINRA have signaled that AI is a top examination priority, with a focus on “AI washing,” data privacy, and ensuring that existing rules on supervision and recordkeeping are applied to new technologies. WealthFeed's emphasis on its SOC 2 Type II compliance—a rigorous, third-party audited standard for data security and privacy—is a key factor in its appeal to established RIAs like ACM.

“We want to provide ways to help advisors grow their business,” Lieberman added. “WealthFeed stood out for its ability to surface highly relevant and accurate life-event insights while maintaining the compliance standards and data ownership our advisors expect. This partnership gives our advisors a scalable, modern growth engine that replaces fragmented tools with a single, cohesive solution.”

Navigating a Competitive AI-Driven Landscape

ACM and WealthFeed are not operating in a vacuum. The WealthTech market is experiencing explosive growth, with the global AI in Wealth Management sector projected to expand from approximately $20.8 billion in 2024 to over $129 billion by 2034. A host of competitors, including platforms like Catchlight, SmartAsset, and others, are also vying to offer AI-driven solutions for lead scoring, client acquisition, and marketing automation.

WealthFeed has sought to differentiate itself through its singular focus on money-in-motion triggers and by forging key strategic alliances to embed its technology within the advisor's existing workflow. The firm has previously announced partnerships with industry giants like Broadridge, which integrated WealthFeed's AI into its AdvisorStream marketing platform, and Proofpoint, a leader in digital communications compliance. These integrations, along with its new partnership with ACM, signal a strategy focused on becoming an indispensable component of the modern advisor's technology stack.

By adopting this technology, Advisors Capital Management is making a clear statement about the future of its advisory services. The integration of sophisticated AI prospecting tools is rapidly moving from a competitive advantage to a fundamental requirement for firms looking to empower their advisors and achieve sustainable growth in an increasingly complex and data-driven world.