Co-founded by lead generation and advisor marketing experts, WealthReach was created to solve organic growth challenges for financial advisors

WealthLine, a demand generation technology provider that designs comprehensive artificial intelligence (“AI”) solutions for financial advisors, today announced the launch of WealthReach, a prospecting and intent data platform purpose-built for registered investment advisors (“RIAs”) and wealth management firms.

Co-founded by CEO Michael Barrasso, alongside client acquisition and marketing expert David DeCelle, CEO of Model FA, WealthLine was built to serve growth-oriented advisors struggling to generate new business organically. WealthReach helps firms uncover and engage warm, high-intent prospects who are already showing interest in working with a financial advisor. Combining website visitor identification, off-site intent data, and AI-generated outreach sequences, WealthReach eliminates the need for traditional cold outreach—empowering advisors to focus on client relationships without sacrificing lead generation opportunities.

“Organic growth isn’t just something that happens,” said Barrasso, who is also the director of business development at United Financial Planning Group. “We’re giving advisors the data, tools, and solutions to help them capitalize on growth opportunities they didn’t think were possible. We built WealthReach based on the systems that helped my own firm scale organically—so other advisory firms can now do the same. With the launch of WealthReach, advisors can see exactly who’s showing interest in their services and engage them instantly with personalized, compliant outreach.”

WealthReach identifies up to 50 percent of previously anonymous website visitors, enriching each record with detailed professional, financial and behavioral insights. The platform also tracks off-site activity, revealing individuals actively researching wealth management topics across the web. Each lead is scored with its proprietary WealthReach Score, which blends on-site behavior, off-site research and the advisor's ideal client profile—allowing firms to prioritize the most promising opportunities. WealthReach’s AI engine conducts deep research on each contact and builds personalized multi-channel outreach campaigns designed to boost engagement and booked meetings, all without requiring manual effort from advisors.

“I’ve worked with thousands of advisors in my career, and prospecting is without a doubt one of the most painful, challenging and time-consuming parts of running an advisory firm,” said DeCelle, who advises RIAs on organic growth. “Not every advisor is built for sales. WealthReach unlocks their lead generation potential by helping them strike while the iron is hot, using AI models trained on marketing best practices and prebuilt outreach campaigns that turn leads into clients.”

WealthReach complements WealthLine’s growing suite of AI solutions, including:

• WealthLine: The company’s flagship AI reception solution that qualifies and books prospects, adds them to the firm’s CRM, intelligently routes clients and filters out spam calls.

• WealthChat: A website chatbot trained on all of a firm's information to engage with website visitors and drive prospect meetings.

• WealthGPT: An AI assistant that builds a knowledge base around a firm’s data to answer questions, create tasks, draft emails and organize workflows.

• WealthMail: A soon-to-be-released AI-powered email assistant that automatically organizes advisors’ inboxes and drafts personalized replies in their unique voice.

WealthReach is already being used by a select group of pilot firms ahead of its public launch in November 2025. For more information, please visit wealthreach.ai.

About WealthLine

WealthLine is a demand generation technology provider built by wealth management marketing, lead generation and organic growth experts that designs comprehensive artificial intelligence solutions for financial advisors. WealthLine’s growing suite of AI tools include WealthReach, WealthChat, WealthGPT, and the soon-to-launch WealthMail. Its solutions equip advisors with smarter, more efficient, tech-forward ways to drive growth. For more information, please visit wealthline.ai.

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