The Chicago-based firm, which manages roughly $17 billion in assets, will leverage the platform to monitor life events such as inheritances, business sales, and retirements. This data-first approach allows advisors to identify and engage prospects during critical liquidity windows. For The Mather Group, the move serves as a cornerstone of its organic growth strategy, ensuring that acquired teams and existing staff operate under a single, consistent framework for prospect identification and compliant outreach.
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The Mather Group Selects WealthFeed as Exclusive Prospecting Platform
The Mather Group has tapped WealthFeed as its sole enterprise prospecting partner, aiming to standardize organic growth across its national network. By integrating AI-driven money-in-motion intelligence, the $17 billion wealth management firm seeks to provide its 100 advisors with a unified, high-intent lead generation process across 14 offices.
Deana Lewis, Chief Marketing Officer at The Mather Group, emphasized that the decision supports the firm's goal of maintaining operational discipline as it scales nationally. WealthFeed CEO Sam Kendree noted that the platform is designed to turn these life events into actionable advisory opportunities. This partnership marks another milestone for WealthFeed, which has been expanding its enterprise footprint following a 2025 strategic investment from Broadridge Financial Solutions.
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