By uniting proven growth strategies, AI prospecting tools and hands-on consulting, WealthReach becomes first-of-its-kind organic growth partner

WealthReach, an organic growth platform built for registered investment advisors (RIAs) and wealth management firms, today announced it has acquired the intellectual property (IP) assets of Model FA, a provider of coaching, marketing and development services for financial advisors. WealthReach will pair its AI-powered client prospecting tools with Model FA's suite of resources to launch a consulting practice that helps advisory firms solve two of the most persistent challenges for wealth managers: building a true end-to-end organic growth strategy and harnessing AI to execute on these initiatives at scale.

The Model FA IP acquisition brings together the work of two recognized authorities in advisor growth: Dan Allison, a referral expert whose Feedback Marketing framework has helped hundreds of advisory firms turn existing client relationships into a steady stream of referrals, and David DeCelle, Model FA's CEO and WealthReach co-founder, a client acquisition and marketing leader who has guided more than 250 RIAs in building and scaling organic growth strategies. Their methodologies give WealthReach the foundation to help advisory firms do what most have never been able to accomplish on their own—generate consistent referrals, build repeatable marketing systems and convert prospecting activity into long-term client relationships.

“Model FA was built to give advisors the coaching and development resources they need to grow their practices through real relationships and scalable systems,” said DeCelle. “WealthReach is taking these proven systems and pairing them with AI tools and hands-on consulting to help firms better identify, reach and attract in-market prospects. For the first time, advisors have a single platform that helps them find the right prospects and a proven system for turning those prospects into clients.”

WealthReach is also addressing a widening gap in how advisory firms approach AI. Most firms recognize the urgency of adoption but struggle to move forward without clarity on what tools to prioritize and how to implement them in a way that satisfies regulatory requirements. WealthReach's consulting practice will guide firms through that process, with SEC and FINRA considerations built in from the start.

“Most advisory firms have pieces of a growth strategy—a referral program here, some content there, maybe a social media presence—but nothing that connects into a cohesive system for consistently attracting, converting and multiplying ideal clients,” said Michael Barrasso, co-founder and CEO of WealthReach. “What we've built changes that. WealthReach is now the only firm in this space that can help an advisory firm build a comprehensive organic growth strategy and give them the AI-powered tools to execute it in a compliant, streamlined way.”

WealthReach helps advisory firms uncover and engage high-intent prospects through website visitor identification, off-site intent data and AI-generated outreach sequences. The firm recently launched Attract, the industry's first AI-powered search engine optimization and answer engine optimization agent designed specifically for financial advisors, and expects to announce additional platform capabilities in the weeks ahead.

Advisors can request a demo or learn more at wealthreach.ai.

About WealthReach

WealthReach is an AI-powered growth platform built for financial advisors and wealth management firms. The company helps firms modernize organic growth through tools designed to improve visibility, support personalized outreach, and turn demand into conversations. For more information, please visit wealthreach.ai.

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