WealthReach

WealthReach is a New York-based AI-powered growth platform designed for financial advisors and wealth management firms. Its mission is to empower financial advisors with cutting-edge AI technology to identify and convert high-intent prospects, thereby modernizing organic growth strategies.

The company offers an integrated platform comprising several key tools: Attract, an AI-powered search engine optimization (SEO) and answer engine optimization (AEO) agent; Convert, which focuses on prospect intelligence and AI-crafted outreach; and Multiply, an AI-powered referral engine. These tools leverage website visitor identification, off-site intent data, and AI-generated outreach sequences to help advisory firms engage with potential clients.

In recent developments, WealthReach acquired the intellectual property assets of Model FA in April 2026, integrating Model FA's coaching frameworks and marketing methodologies into its offerings to launch a new consulting practice. This expansion aims to provide a comprehensive solution that combines strategy, execution, and technology, while also addressing regulatory considerations from agencies like the SEC and FINRA. Michael Barrasso serves as CEO and Co-Founder, with David DeCelle as Co-Founder and Chief Partnerships Officer.