WealthReach, a platform powered by AI for organic growth tailored to registered investment advisors and wealth management firms, has successfully secured $1 million in seed funding. This funding round was spearheaded by Cecure Corporation, a financial services holding company co-founded by Robert S. Schwartz, with contributions from various strategic investors. Established in 2025, WealthReach has rapidly gained traction, integrating its services with major enterprise platforms and prominent firms within the wealth management sector. The newly acquired funds will facilitate the expansion of WealthReach’s team and the enhancement of its engineering and support infrastructure to meet increasing demand. CEO Michael Barrasso emphasized the importance of the investment in providing wealth managers with advanced tools to thrive in an era dominated by AI and online searches for financial advice. Additionally, WealthReach has established a strategic advisory board comprising esteemed executives from the financial services and wealthtech industries, offering expertise in growth strategy, marketing, operations, and communications to guide the company’s forthcoming developments.
How will WealthReach’s $1M seed funding and new advisory board drive its growth platform expansion?
