WealthReach, an AI-powered organic growth platform for registered investment advisors (RIAs) and wealth management firms, has raised $1m in seed funding and announced the formation of a strategic advisory board to support its expansion.
The round was led by Cecure Corporation, a privately held financial services holding company co-founded by Robert S. Schwartz, with additional participation from other strategic investors.
The capital will be used to scale WealthReach’s team and invest in the engineering and support infrastructure required to meet growing demand.
The company has also assembled a strategic advisory board drawing on expertise from across financial services and WealthTech. Members include Joanne Bradford, president of Unwell, who has held leadership roles at Microsoft, SoFi and Honey; Kelly Waltrich, founder and CEO of Intention.ly and former chief marketing officer at both eMoney Advisor and Orion; Nyle Bayer, CEO of Up Capital Management and a go-to-market leader for companies including Future Proof; Andrew Saksa, vice president of strategic channels at Essential Engine, who brings experience spanning independent advisors, broker-dealers and insurance carriers; Adam Swerdlow, founder and CEO of Alpine Consulting, who also serves as chief operating officer at WealthReach; and Jason Lahita, founding partner of StreetCred PR, who brings two decades of financial services communications experience.
The board will convene bimonthly to review company progress, provide input on product direction and discuss strategic initiatives.
Founded in 2025, WealthReach provides AI-powered tools to help financial advisors and wealth management firms improve their online visibility, support personalised outreach and convert prospect interest into client conversations.
WealthReach recently unveiled Living Sites, a new category of advisor website designed to continuously improve search visibility and convert qualified prospects.
Earlier this year, the firm also acquired the intellectual property of Model FA alongside launching a new consultancy practice, and introduced its Attract, Convert and Multiply engines, a flywheel system intended to help wealth managers find prospects, generate conversations and build referral pipelines from existing clients.
WealthReach co-founder and CEO Michael Barrasso said, “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“Advisors have been underserved for too long by outdated tools that can’t keep pace with how prospects search or how firms show up online.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.”
WealthReach co-founder and chief partnerships officer David DeCelle said, “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.”
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