WealthReach, an AI-powered organic growth platform for registered investment advisors and wealth management firms, announced that it has raised $1 million in seed funding. The round was led by Cecure Corporation, a privately held financial services holding company co-founded by Robert S. Schwartz, with participation from other strategic investors.
Founded in 2025, WealthReach said it has experienced rapid growth and gained adoption among major enterprise platforms and some of the largest firms in the wealth management industry. The company plans to use the new capital to expand its team and invest in engineering and support infrastructure to meet growing demand.
In addition to the financing, WealthReach announced the formation of a strategic advisory board composed of executives from across financial services and wealth technology. The board includes Joanne Bradford, President of Unwell; Kelly Waltrich, Founder and CEO of Intention.ly; Nyle Bayer, CEO of Up Capital Management; Andrew Saksa, Vice President of Strategic Channels at Essential Engine; Adam Swerdlow, Founder and CEO of Alpine Consulting and Chief Operating Officer of WealthReach; and Jason Lahita, Founding Partner of StreetCred PR.
According to the company, the board brings expertise in growth strategy, marketing, operations, communications, and industry relationships to support WealthReach’s next phase of expansion. The board will meet every two months to review company progress, provide input on product development, and discuss strategic initiatives.
The announcement follows several recent developments for the company, including the launch of Living Sites, a website platform designed to improve search visibility for advisors, the acquisition of Model FA intellectual property, and the introduction of its Attract, Convert, and Multiply growth engines.
WealthReach provides AI-powered tools designed to help financial advisors improve visibility, personalize outreach, and convert demand into client conversations.
KEY QUOTES:
“The team at Cecure understood what we’re building and why it matters. Advisors have been underserved for too long by outdated tools that can’t keep pace with how prospects search or how firms show up online. This funding lets us invest in our team and products to deliver the smarter, tech-enabled organic growth platform that wealth managers need to thrive in an age in which AI and Google search are where prospects turn for financial advice.”
Michael Barrasso, Co-Founder And CEO, WealthReach
“This advisory board is something we are incredibly proud of. We didn’t build this board to check a box; every seat was filled with intention, with people who are the best at the specific things they do, and the areas of expertise we most need to continue our rate of growth. Together they give us a foundation that most companies spend years trying to build.”
David DeCelle, Co-Founder And Chief Partnerships Officer, WealthReach
“The wealth management industry is at an inflection point both with how advisors and their clients use AI, and WealthReach is building the kind of platform professionals need to capitalize on it. What excites me most is the pace at which firms are adopting the platform. That kind of organic momentum is rare, and it tells you everything about the product and the team behind it. Along with the rest of my fellow board members, I’m incredibly excited to be part of what comes next.”
Joanne Bradford, President, Unwell
