WealthReach Raises $1M in Seed Funding Led by Cecure Corporation

The company plans to use the funding to expand its team and invest in customer support and engineering infrastructure to support future growth.

WealthReach has experienced strong growth, gaining adoption across major enterprise platforms and some of the largest wealth management firms. To support this increasing demand, the company plans to expand its team and invest in customer support and engineering infrastructure.

The seed funding and advisory board announcement mark the latest milestones in WealthReachs growth journey. The company recently introduced Living Sites, a new type of advisor website designed to improve search visibility, and help attract qualified prospects.

Earlier this year, WealthReach also acquired the intellectual property of Model FA, and launched a new consulting practice. This move expanded the company's offerings for wealth management firms looking to grow their businesses.

In addition, WealthReach launched its Attract, Convert, and Multiply engines, a growth system designed to help wealth managers find the right prospects, turn interest into client conversations, and generate more referrals from satisfied clients.

“The wealth management industry is at an inflection point both with how advisors and their clients use AI, and WealthReach is building the kind of platform professionals need to capitalize on it,” said Bradford. “What excites me most is the pace at which firms are adopting the platform. That kind of organic momentum is rare, and it tells you everything about the product and the team behind it. Along with the rest of my fellow board members, I’m incredibly excited to be part of what comes next.”

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“This advisory board is something we are incredibly proud of,” said David DeCelle, Co-Founder and Chief Partnerships Officer at WealthReach. “We didn't build this board to check a box; every seat was filled with intention, with people who are the best at the specific things they do, and the areas of expertise we most need to continue our rate of growth. Together they give us a foundation that most companies spend years trying to build.”

“The team at Cecure understood what we're building and why it matters,” said Michael Barrasso, Co-Founder and CEO of WealthReach. “Advisors have been underserved for too long by outdated tools that can't keep pace with how prospects search or how firms show up online. This funding lets us invest in our team and products to deliver the smarter, tech-enabled organic growth platform that wealth managers need to thrive in an age in which AI and Google search are where prospects turn for financial advice.”

About WealthReach

Founded in 2025 by Michael Barrasso and David DeCelle, WealthReach is an AI powered growth platform for financial advisors and wealth management firms. The company helps firms increase their online visibility, engage prospects with personalized outreach and convert interest into meaningful client conversations to drive organic growth.

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