WealthReach Raises $1M Seed

WealthReach, based in New York, is an AI-powered organic growth platform designed for registered investment advisors and wealth management firms. The company has raised $1 million in seed funding to support its ongoing development and team expansion.

Investors

The round was led by Cecure Corporation, a privately held financial services holding company co-founded by Robert S. Schwartz. The round also included participation from other strategic investors.

WealthReach Use of Funds

WealthReach intends to use the capital to scale its team and invest in the support and engineering infrastructure required to meet increasing demand for its AI-powered growth platform.

About WealthReach

Founded in 2025 by Michael Barrasso and David DeCelle, WealthReach provides an AI-powered growth platform that helps financial advisors modernize their organic growth through tools that improve visibility, support personalized outreach, and convert prospects into clients.

Funding Details

Company Website: https://wealthreach.ai

Company: WealthReach
Raised: $1M
Round: Seed
Funding Date: June 10, 2026
Lead Investor: Cecure Corporation
Additional Investors: Strategic investors
Company Website: https://wealthreach.ai
Software Category: Wealthtech
Source: https://www.businesswire.com/news/home/20260610930482/en/WealthReach-Raises-%241M-Seed-Round-Forms-Strategic-Advisory-Board-to-Drive-Expansion-of-Its-Organic-Growth-Platform