WealthReach announced it has acquired the intellectual property assets of Model FA and launched a new consulting practice aimed at helping registered investment advisors and wealth management firms build end-to-end organic growth systems.
The acquisition combines WealthReach’s AI-powered client prospecting tools with Model FA’s established coaching frameworks and marketing methodologies. The integrated offering is designed to address persistent challenges faced by advisory firms, including building scalable growth strategies and effectively deploying AI in a compliant and structured manner.
The Model FA IP includes the work of Dan Allison and David DeCelle, whose frameworks have supported hundreds of advisory firms in generating referrals, developing repeatable marketing systems, and converting prospects into long-term client relationships. These methodologies will now underpin WealthReach’s expanded platform and consulting services.
Through its new consulting practice, WealthReach aims to guide firms in integrating AI into their growth strategies while addressing regulatory considerations from agencies such as the SEC and FINRA. The company is positioning itself as a comprehensive partner that combines strategy, execution, and technology to help advisors identify, engage, and convert high-intent prospects.
WealthReach’s platform leverages tools such as website visitor identification, off-site intent data, and AI-generated outreach to support personalized engagement. The company recently introduced Attract, an AI-powered search engine optimization and answer engine optimization agent tailored specifically for financial advisors, with additional platform capabilities expected to follow.
The move reflects growing demand among advisory firms for integrated solutions that unify marketing, prospecting, and client acquisition into a cohesive system capable of scaling in an increasingly digital and AI-driven environment.
KEY QUOTES:
“Model FA was built to give advisors the coaching and development resources they need to grow their practices through real relationships and scalable systems. WealthReach is taking these proven systems and pairing them with AI tools and hands-on consulting to help firms better identify, reach and attract in-market prospects. For the first time, advisors have a single platform that helps them find the right prospects and a proven system for turning those prospects into clients.”
David DeCelle, CEO, Model FA And Co-Founder, WealthReach
“Most advisory firms have pieces of a growth strategy, a referral program here, some content there, maybe a social media presence, but nothing that connects into a cohesive system for consistently attracting, converting and multiplying ideal clients. What we’ve built changes that. 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 in a compliant, streamlined way.”
Michael Barrasso, Co-Founder And CEO, WealthReach
