WealthReach, the New York-based AI-powered growth platform targeting registered investment advisors and wealth management firms, has closed a $1 million seed round and unveiled a strategic advisory board drawn from across the wealthtech and financial services sectors.
The funding was led by Cecure Corporation, a privately held financial services holding company co-founded by Robert S. Schwartz, with additional participation from undisclosed strategic investors.
The capital will be directed toward expanding the company's team and strengthening the engineering and support infrastructure behind its platform, which has attracted adoption among some of the largest firms in the wealth management space since WealthReach's launch in 2025.
"Advisors have been underserved for too long by outdated tools that can't keep pace with how prospects search or how firms show up online," said Michael Barrasso, co-founder and CEO. "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."
Alongside the funding, WealthReach has constituted a six-member advisory board intended to provide expertise across growth strategy, marketing, communications, and operations. The board will convene bimonthly to assess company progress and weigh in on product and strategic direction.
"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," said David DeCelle, co-founder and chief partnerships officer at WealthReach. "Together they give us a foundation that most companies spend years trying to build."
The announcement comes during a period of concentrated product development at WealthReach.
In March, the company launched Attract, an AI agent designed to help advisors improve their visibility on both Google and AI-powered search platforms such as ChatGPT, Perplexity, and Gemini. The tool continuously monitors a firm's website and local search behavior, generating and refreshing content and landing pages optimized for both traditional search and the newer discipline of answer engine optimization.
In April, WealthReach followed up with Multiply, a referral growth engine built around the Feedback Marketing methodology developed by referral specialist Dan Allison, which was acquired as part of WealthReach's purchase of Model FA intellectual property. Multiply translates what had previously required hands-on coaching into an automated, compliance-aware system that embeds referral generation into advisors' day-to-day workflows.
The company has also introduced Living Sites, a category of advisor website engineered to continuously improve search visibility and convert qualified prospects.
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