WealthFeed Partners with Wells Advantage Group to Empower Agents with Next-Level Prospecting and Insurance Solutions
New York, NY – May 9, 2025 – WealthFeed, the leading AI-powered Money-in-Motion platform for financial professionals, today announced a strategic partnership with Wells Advantage Group, a premier resource for insurance agents specializing in life, disability, long-term care, and annuity solutions. This collaboration combines WealthFeed’s cutting-edge prospecting technology with Wells Advantage’s expertise in case design, underwriting, and carrier relationships, delivering a powerful solution to help agents grow their business and enhance client outcomes.
Through this partnership, agents gain access to WealthFeed’s AI-driven platform, which pinpoints key financial milestones—such as inheritances, job changes, new parenthood, or retirement—where clients need tailored insurance solutions. Paired with Wells Advantage’s deep product knowledge and network of top-rated carriers, agents can seamlessly identify high-potential prospects and close policies with personalized, best-fit options, including complex high-net-worth cases.
“We’re excited to join forces with Wells Advantage Group, a trusted leader in insurance distribution, to provide agents with a smarter, more efficient way to identify and connect with prospects,” said Rylan Folts, Co-Founder and Head of Sales at WealthFeed. “By integrating our AI-driven insights with Wells Advantage’s robust case support and carrier relationships, we’re equipping agents with the tools they need to grow their business and serve clients with confidence.”
“WealthFeed’s technology aligns perfectly with our mission of supporting wealth advisors and insurance professionals with the tools and expertise they need to succeed,” said Brian Schneier, Chief Executive Officer of Wells Advantage Group. “Together, we’re providing a streamlined, data-driven approach that empowers agents to proactively engage clients at pivotal financial moments and secure the best insurance solutions for their needs.”
With the Great Wealth Transfer set to shift trillions of dollars in the coming years, this partnership positions agents to seize new opportunities. By merging WealthFeed’s data intelligence with Wells Advantage’s insurance expertise, agents can deliver holistic strategies that protect and grow client wealth.
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About WealthFeed Based in New York City, WealthFeed is a leading SaaS platform for financial service professionals. Using advanced AI and data analytics, WealthFeed helps insurance agents expand their book of business, boost client retention, and deepen relationships through its Money-in-Motion platform. Learn more at www.wealthfeed.com.
About Wells Advantage Group Wells Advantage Group equips advisors with proprietary sales tools and AI-powered lead generation to stay ahead of the competition and top of mind with both prospects and clients. We believe your brand is most important, influencing insurance best practices and earning top commissions.
For Media Inquiries WealthFeed: Rylan Folts, Rylan@wealthfeed.com Wells Advantage: Katelyn McKahan, Katelyn@WellsAdvantage.com Agents interested in exploring this partnership can visit www.wealthfeed.com or www.wellsadvantage.com.
