Introducing Attract — the first AI SEO agent built for financial advisors. Introducing Attract for financial advisors. Watch the teaserPress
WealthReach in the Media
News coverage, features, and media mentions about how WealthReach is transforming organic growth for financial advisors.
Wealth Solutions Report
WealthReach Acquires IP of Advisor Services Firm Model FA
WealthReach combined its AI-based prospecting tools with Model FA's coaching and referral framework to launch a consultancy helping advisory firms build organic growth strategies.
InvestmentNews
WealthReach Acquires Model FA IP — Fintech Bytes
"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." — Michael Barrasso
Business Wire
WealthReach Acquires Model FA IP, Launches Consulting Practice
Official press release announcing the Model FA IP acquisition and the launch of WealthReach's consulting practice for end-to-end organic growth systems.
WealthManagement.com
WealthStack Roundup: WealthReach Launches Attract SEO Engine
"The ways investors find their advisors have changed. Google and AI-driven search platforms are now just as crucial as word of mouth and referrals." — Michael Barrasso
InvestmentNews
WealthReach Launches Attract to Help Advisors Get Noticed by AI
Major feature on Attract — an AI agent that drafts content for SEO and AEO to help financial advisors boost visibility on Google, ChatGPT, Perplexity, Claude and Gemini.
FinTech Global
WealthReach Launches AI SEO and AEO Engine for Advisors
Coverage of Attract as the industry's first AI-powered SEO and answer engine optimization tool designed specifically for financial advisors.
MarTech Cube
WealthReach Announced the Launch of Attract
Tech industry coverage of WealthReach Attract as an AI-powered SEO and AEO engine replacing traditional SEO agencies for financial advisors.
Yahoo Finance
WealthReach Launches Attract, an AI-Powered SEO and AEO Engine
International coverage of the Attract launch with focus on how AI is changing how financial advisors get found online.
Morningstar
David DeCelle and Dan Allison Release 'Organic Growth Revolution'
DeCelle and Allison provide advisors with an actionable roadmap for organic growth. "91% of clients say they're willing to refer their advisor, only 29% actually follow through."
InvestmentNews
Fintech Bytes: WealthReach Attract and AI Search for Advisors
"Most advisory firms struggle to make SEO and AEO work because it's slow, expensive and requires constant oversight." — David DeCelle, Co-Founder and Chief Partnership Officer
Kitces / Nerd's Eye View
The Latest In Financial #AdvisorTech — December 2025
Featured in Michael Kitces' widely-read monthly advisor technology roundup — one of the industry's most respected sources for advisor fintech coverage.
Lead-Lag Live
Intent Data, AI Outreach, and Finding Clients Before They Call
Michael Barrasso appeared as a guest to discuss intent data, AI outreach, and how advisors can identify high-intent prospects before they call.
FinTech Global
WealthLine Launches WealthReach AI Prospecting Platform
WealthReach identifies up to 50% of previously anonymous website visitors, enriching each lead with detailed professional, financial and behavioral data.
Yahoo Finance
WealthLine Debuts WealthReach, an AI-Powered Prospecting Platform
"Organic growth isn't just something that happens. We're giving advisors the data, tools, and solutions to capitalize on growth opportunities they didn't think were possible." — Michael Barrasso
WealthManagement.com
AI Updates: WealthReach Launches Visitor ID and Intent Platform
WealthReach combines website visitor identification with off-site intent data and AI-generated outreach sequences for financial advisors.
Family Wealth Report
Deals Of The Day: WealthReach Acquires Model FA IP
Coverage of the Model FA IP acquisition as part of a wealth management M&A roundup. WealthReach pairs AI-powered prospecting with Model FA's coaching framework.
Wealthtender
WealthReach — Growth Platform for Financial Advisors
"A growth platform that helps financial advisors turn hidden interest into warm conversations and new clients using real intent signals instead of cold lists."
Media Contact
For press inquiries, interview requests, or media kits, please reach out to our press team.
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