Catchlight in the News: Stay Informed

Stay up to date with our latest news and announcements!

Wealthtech Roundup: Catchlight, Interactive Brokers, Advyzon, Opto And More

January 2, 2025

In this edition of the Wealthtech Roundup, we speak with our newest Wealthtech Leader of the Month, Wilbur Swan, CEO & Co-Founder of Catchlight, who discusses how advisors can use AI for prospecting and marketing.

WealthStack Roundup: Mariner To Use Catchlight To Accelerate Organic Growth

December 20, 2024

Mariner Wealth and its outspoken CEO and President Marty Bicknell have an established goal of growing to 5,000 advisors by 2027. The firm has been steadily working toward this through inorganic growth via acquisitions and strategic alliances for some time, but doing so through organic growth at scale proves challenging for all RIA firms.

PE-backed Mariner taps Catchlight to rev up organic growth

December 18, 2024

Mariner, which has reported over $245 billion in assets advised as of June 30, revealed a new partnership with Catchlight, the AI-driven growth platform, to enhance its efforts in organic growth such as client acquisition.

Mariner partners with AI analytics platform Catchlight

December 17, 2024

Mariner Wealth Advisors, one of the largest independent RIAs in the country with $245bn in client assets, announced Tuesday that it has partnered with Catchlight, a data analytics firm that uses artificial intelligence (AI) to find potential client leads for wealth management companies.

Mariner Signs On With Fidelity’s AI-Based Lead-Gen Platform

December 17, 2024

Mariner, a $245 billion national RIA firm, is now working with Catchlight, Fidelity Labs’ artificial intelligence-based lead generation platform, to accelerate its organic growth.

Mariner Teams Up with Catchlight to Boost Organic Growth

December 17, 2024

Catchlight, an award-winning organic growth platform from Fidelity Labs, is working with Mariner to help accelerate its robust organic growth engine. Mariner is a privately held national financial services firm with nearly 2,000 advisors, and Mariner and its affiliates now advise on over $245 billion in assets as of June 30, 2024.

Which Leads Are Most Likely to Become Clients

November 5, 2024

Artificial intelligence is certainly one of the buzziest technology trends around. But beyond the hype, how can AI best help financial advisors grow their business?

WealthStack Roundup: CatchlightAI Rolls Out Beta Of Lead Routing Feature

September 6, 2024

It was a busy week for CatchlightAI, a technology platform that enriches, analyzes and scores leads for wealth management firms, which announced an invitation-only beta of its new Lead Routing decision support model.

The company also won a 2024 WealthManagement.com Industry Award for marketing automation at Thursday’s Wealthies gala in New York City (it won the same award in 2023).

Fintech Catchlight betas advisor-prospect matchmaking capability

September 4, 2024

Catchlight, a fintech provider specializing in AI-driven growth solutions for wealth management firms, is looking to support advisors' prospecting efforts with a newly unveiled tool.

Catchlight Releases Beta of ‘Lead Routing

September 4, 2024

Catchlight, an organic growth platform with award-winning AI technology to enrich, analyze, and score leads for wealth management firms, today announced the invitation-only beta of its new Lead Routing decision support model. The first-of-its-kind model can help firms funnel these leads to teams or advisors who specialize in clients with similar profiles.

Compound Insights: What will Clients of the Future Want?

July 8, 2024

A co-founder of one AI firm is thinking ahead about wealth management clients. Listen to be in the know.

Listen >

WealthManagement.com Announces 2024 'Wealthies' Finalists

June 4, 2024

For the tenth year this September, WealthManagement.com will honor the best companies, people and organizations that support financial advisor success at its annual Industry Awards, aka “The Wealthies.”

Organic Growth with Limited Resources

June 3, 2024

Growing an RIA requires a firm to invest in itself. But for many firms, deciding where to place bets may be easier said than done.

Organic Growth Strategy Can Be the Ultimate Hedge for RIAs

March 19, 2024

Of all the options, organic growth allows advisors to retain the most autonomy and freedom from relying on luck or the whims of deal partners.

Advisor Tech Talk

March 19, 2024

Wealth technology is continuing to evolve, and we’re here to help you decipher it.

Mercer Advisors Upgrades Its Organic Growth Processes With Catchlight

February 14, 2024

Catchlight's prospecting data and insights, as well as personalization tools, will help enhance Mercer Advisors' sales and marketing efforts.

Deals & Recruiting Roundup: EP Wealth, NewEdge, Angeles, LPL And More

February 13, 2024

Miracle Mile, EP Wealth And Carson Wealth Make Acquisitions. LPL, NewEdge Advisors And Angeles Wealth Recruit Advisors. Mercer Partners With Catchlight On Lead-Gen. And Savant Recruits Jon Zindel As CFO From William Blair.

How AI is reshaping the landscape of financial planning

February 12, 2024

Artificial intelligence has the capability to transform many facets of today’s best practices in financial planning and wealth management. Industry experts share their perspectives on the current AI landscape.

Mercer Advisors eyes tech-powered organic growth

February 8, 2024

National RIA aims to enhance advisor-client matching with Catchlight's advanced analytics and personalization tools

Digital Digest: The Latest Tech News – Mercer Advisors, Catchlight

February 7, 2024

Denver-headquartered RIA Mercer Advisors is enhancing its digital marketing and client acquisition strategies through a partnership with Catchlight.

Mercer Advisors Upgrades Its Organic Growth Processes With Catchlight

February 6, 2024

Catchlight’s prospecting data and insights, as well as personalization tools, will help enhance Mercer Advisors’ sales and marketing efforts.

FP Voices:
Advisory firms hungry for predictable organic growth

February 5, 2024

Catchlight's CEO and Co-Founder Wilbur Swan shares his observations from the recent #T32024 conference in Financial Planning.

Low-Hanging Fruit To Increase Organic Growth

January 9, 2024

To explore the landscape for organic growth, we spoke with Yelena Melamed, Co-Founder and Head of Product at wealthtech firm Catchlight, which provides services to assist advisors with prospecting and marketing.

Land more clients this year: Tips to up your prospecting game

January 3, 2024

As in other relationships in life, embarking upon a new beginning is often the hardest part for many financial advisors. But with a new year upon us, and the need to drive organic growth being ever-present, there's no better time for advisors to rethink how they win new clients.

Catchlight eases chase to catch prospects

December 13, 2023

When it comes to prospecting, it can be hard for advisors to find the right match...Thankfully, one tool is making it easier for advisors to "weed out" their leads.

Catchlight Upgrade 'Personalizes' Mass Prospect Marketing

November 6, 2023

This week, Catchlight rolled out an upgrade to the service that, the company says, makes it easier for advisors to segment that prospect list by certain characteristics, and to create marketing campaigns for each.

Carson Tech Council Seeks to Create AI-enabled 'Cyborg Advisors' - The Wealthies

September 26, 2023

White said Carson is currently implementing AI in two ways. Centrally, the firm is partnering with Fidelity Labs’ Catchlight to accelerate its new lead generation program with AI-powered and data-driven prospect analysis and personalization algorithms.

Wealth Management Industry Awards 2023 - The Wealthies

September 8, 2023

Catchlight takes home the top prize in the 2023 Wealth Management Industry Awards aka the Wealthies in the marketing automation category.

Wealthtech Roundup: Advisor Circle, CapIntel, Snappy Kraken, BetaNXT And More

September 7, 2023

The lead-gen platform Catchlight launched an integration for Salesforce on Salesforce AppExchange. It allows advisors to access Catchlight’s data insights without exiting their CRM...

Catchlight Announces Catchlight Integration for Salesforce on Salesforce AppExchange, the World's Leading Enterprise Cloud Marketplace

August 24, 2023

Catchlight launches app for Salesforce enabling firms to enrich prospect profiles within their CRM and simplifying workflows.

Financial advisors already finding answers with AI as they look to the future

August 17, 2023

Generative AI will never be able to replace the intimate human relationships advisors have with clients. But it will make advisors’ lives a whole lot easier.

Fidelity's sci-fi future takes shape next to South Station

July 25, 2023

Fidelity Labs, works on technologies aimed at Fidelity’s current business units over the next three years.

AI on the rise: The promises and perils for RIAs

July 14, 2023

AI is already asking questions of everything from advisor efficiency and client service to compliance and investment performance. How firms answer those questions in the coming years could separate successful RIAs from failures.

Bluespring Details 'Blueprint for Growth' Initiative

June 27, 2023

The partnership with Catchlight will give firms access to AI-enabled software that can parse potential prospects and identify those most likely to convert...

Bluespring Wealth Partners Sets Out Growth "Blueprint"

June 27, 2023

The strategy approach – currently being used by four partner firms – covers areas such as advisor marketing, coaching, and custom content creation. It is led by FiComm Partners; AI-powered lead optimization through a partnership with Catchlight.ai...

Bluespring Wealth Partners Selects Catchlight to Help Power New Blueprint for Growth Initiative

June 26, 2023

Catchlight has been chosen by Bluespring Wealth Partners LLC, an industry-leading acquirer and partner of best-in-class wealth management firms...

3 tech-driven industry trends advisors already face

June 13, 2023

Through artificial intelligence and other wealth management technologies, financial advisors are focusing more on client relationships, advising clients virtually across the country...

Divorce, Death and Data: AI's Growing Role in Client Prospecting

June 1, 2023

The platform gathers as many as 2,000 data points on leads to calculate a “Catchlight Score,” ranking prospects based on 40 characteristics it has identified — including life events, predicted assets and consumer behavior.

WealthManagement.com Announces 2023 'Wealthies' Finalists

June 1, 2023

Catchlight named a finalist in Marketing Automation for 2023 Wealthies.

RIAs Are Dropping the Ball on Marketing and Referrals

May 13, 2023

Catchlight, an AI-supported lead assessment tool launched by Fidelity Labs, allows advisors to determine which prospects—whether homegrown or externally sourced—are most likely to sign on as clients...

Wealthtech Roundup: Luma, Envestnet, COMPLY, Vestmark, SYSTM And More

May 9, 2023

The advisory lead-gen platform Catchlight launched an AI-based tool for generating personalized emails to prospects, in beta mode for active subscribers.

The WealthStack Podcast: Utilizing AI to Help Advisors Grow Organically with Yelena Melamed

May 5, 2023

In this episode, Shannon Rosic, director of WealthStack content and solutions, speaks with Yelena Melamed, head of product and co-founder, Catchlight Insights LLC...

Catchlight Launches Advisor Growth Program to Support Financial Advisors' Organic Growth

May 3, 2023

To help advisors create repeatable, organic growth, Catchlight has launched its Advisor Growth Program, a multi-faceted instruction series that guides advisors through steps...

Struggling with prospecting emails? Fidelity Labs' Catchlight says generative AI can help

April 29, 2023

The cofounder and CEO of Catchlight, an AI powered prospecting data engine that launched from Fidelity Labs' wealthtech incubator, says the goal is to help advisors better understand who their prospects are...

Catchlight Introduces New AI-Generated Prospect Emails Connecting Insights To Action With Effortless, Personalized Outreach

April 19, 2023

Catchlight leverages generative AI techniques in conjunction with the lead insights it develops to create emails that are personalized to the prospect. Each email is unique...

Catchlight named Mighty Mite in 2023 T3 Insider Information Annual Software

March 13, 2023

Catchlight recognized as the application with the highest user rating in the annual survey of software for financial advisors.

Weekly Roundup: Machine Learning, Robotic and Automation Updates

March 12, 2023

To accelerate organic growth and create hyper-relevant engagement with prospective new clients, Advisors Excel, an industry-leading financial services company, will make Catchlight...

Catchlight delivers prospecting fintech to Advisors Excel

March 9, 2023

The line between correspondence that feels either too mass produced or too casual is a tricky one to navigate. And there is a good chance that if your firm is going after a particular prospect, their inbox is already full of pitches from other planners.

Advisors Excel Partners With Catchlight

March 9, 2023

Advisors Excel, an RIA that manages $18.5 billion in client funds, will use Catchlight's data-driven insights and proprietary artificial intelligence to help its advisors customize and scale prospecting efforts...

Advisors Excel and AE Wealth Management Team With Catchlight To Boost Organic Growth

March 9, 2023

To accelerate organic growth and create hyper-relevant engagement with prospective new clients, Advisors Excel, an FMO, and their sister company, AE Wealth Management, will make Catchlight...

9 Ways Advisors Can Drive and Close More Leads in 2023

January 31, 2023

Many advisors continue to find it challenging to find new clients, according to Samantha Russell, chief evangelist at FMG, and Susan Theder, chief marketing and experience officer at the financial advisor marketing firm.

The Latest in Financial #AdvisorTech

January 31, 2023

Welcome to the January 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology...

For media inquiries, please reach to out us
hello@catchlight.ai

CONTACT
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Catchlight℠ is offered by Catchlight Insights LLC. This content does not constitute an offer or recommendation of any securities or investment, tax, legal or other advice. Catchlight does not endorse any investment adviser or provide advice or recommendations to any prospective or existing client of an investment adviser as to the selection or retention of that investment adviser. Catchlight and its affiliates are not responsible for the accuracy of any information provided or for the outcomes of any interactions with existing or prospective clients entered into in reliance on the information provided or for any securities or investment advice provided to any existing or prospective client.

This is for persons in the U.S. only.

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Catchlight in the News: Stay Informed

January 2, 2025

December 20, 2024

December 18, 2024

December 17, 2024

December 17, 2024

Mariner, a $245 billion national RIA firm, is now working with Catchlight, Fidelity Labs’ artificial intelligence-based lead generation platform, to accelerate its organic growth.

December 17, 2024

November 5, 2024

September 6, 2024

September 4, 2024

Catchlight, a fintech provider specializing in AI-driven growth solutions for wealth management firms, is looking to support advisors' prospecting efforts with a newly unveiled tool.

September 4, 2024

July 8, 2024

A co-founder of one AI firm is thinking ahead about wealth management clients. Listen to be in the know.

June 4, 2024

For the tenth year this September, WealthManagement.com will honor the best companies, people and organizations that support financial advisor success at its annual Industry Awards, aka “The Wealthies.”

June 3, 2024

Growing an RIA requires a firm to invest in itself. But for many firms, deciding where to place bets may be easier said than done.

Organic Growth Strategy Can Be the Ultimate Hedge for RIAs

March 19, 2024

Of all the options, organic growth allows advisors to retain the most autonomy and freedom from relying on luck or the whims of deal partners.

Advisor Tech Talk

March 19, 2024

Wealth technology is continuing to evolve, and we’re here to help you decipher it.

Mercer Advisors Upgrades Its Organic Growth Processes With Catchlight

February 14, 2024

Catchlight's prospecting data and insights, as well as personalization tools, will help enhance Mercer Advisors' sales and marketing efforts.

Deals & Recruiting Roundup: EP Wealth, NewEdge, Angeles, LPL And More

February 13, 2024

Miracle Mile, EP Wealth And Carson Wealth Make Acquisitions. LPL, NewEdge Advisors And Angeles Wealth Recruit Advisors. Mercer Partners With Catchlight On Lead-Gen. And Savant Recruits Jon Zindel As CFO From William Blair.

How AI is reshaping the landscape of financial planning

February 12, 2024

Artificial intelligence has the capability to transform many facets of today’s best practices in financial planning and wealth management. Industry experts share their perspectives on the current AI landscape.

Mercer Advisors eyes tech-powered organic growth

February 8, 2024

National RIA aims to enhance advisor-client matching with Catchlight's advanced analytics and personalization tools

Digital Digest: The Latest Tech News – Mercer Advisors, Catchlight

February 7, 2024

Denver-headquartered RIA Mercer Advisors is enhancing its digital marketing and client acquisition strategies through a partnership with Catchlight.

Mercer Advisors Upgrades Its Organic Growth Processes With Catchlight

February 6, 2024

Catchlight’s prospecting data and insights, as well as personalization tools, will help enhance Mercer Advisors’ sales and marketing efforts.

FP Voices: Advisory firms hungry for predictable organic growth

February 5, 2024

Catchlight's CEO and Co-Founder Wilbur Swan shares his observations from the recent #T32024 conference in Financial Planning.

January 9, 2024

To explore the landscape for organic growth, we spoke with Yelena Melamed, Co-Founder and Head of Product at wealthtech firm Catchlight, which provides services to assist advisors with prospecting and marketing.

January 3, 2024

As in other relationships in life, embarking upon a new beginning is often the hardest part for many financial advisors. But with a new year upon us, and the need to drive organic growth being ever-present, there's no better time for advisors to rethink how they win new clients.

December 13, 2023

When it comes to prospecting, it can be hard for advisors to find the right match...Thankfully, one tool is making it easier for advisors to "weed out" their leads.

November 6, 2023

This week, Catchlight rolled out an upgrade to the service that, the company says, makes it easier for advisors to segment that prospect list by certain characteristics, and to create marketing campaigns for each.

Carson Tech Council Seeks to Create AI-enabled 'Cyborg Advisors' - The Wealthies

September 26, 2023

White said Carson is currently implementing AI in two ways. Centrally, the firm is partnering with Fidelity Labs’ Catchlight to accelerate its new lead generation program with AI-powered and data-driven prospect analysis and personalization algorithms.

Wealth Management Industry Awards 2023 - The Wealthies

September 8, 2023

Catchlight takes home the top prize in the 2023 Wealth Management Industry Awards aka the Wealthies in the marketing automation category.

September 7, 2023

The lead-gen platform Catchlight launched an integration for Salesforce on Salesforce AppExchange. It allows advisors to access Catchlight’s data insights without exiting their CRM...

August 24, 2023

Catchlight launches app for Salesforce enabling firms to enrich prospect profiles within their CRM and simplifying workflows.

August 17, 2023

Generative AI will never be able to replace the intimate human relationships advisors have with clients. But it will make advisors’ lives a whole lot easier.

July 25, 2023

Fidelity Labs, works on technologies aimed at Fidelity’s current business units over the next three years.

July 14, 2023

AI is already asking questions of everything from advisor efficiency and client service to compliance and investment performance. How firms answer those questions in the coming years could separate successful RIAs from failures.

June 27, 2023

The partnership with Catchlight will give firms access to AI-enabled software that can parse potential prospects and identify those most likely to convert...

June 27, 2023

The strategy approach – currently being used by four partner firms – covers areas such as advisor marketing, coaching, and custom content creation. It is led by FiComm Partners; AI-powered lead optimization through a partnership with Catchlight.ai...

June 26, 2023

Catchlight has been chosen by Bluespring Wealth Partners LLC, an industry-leading acquirer and partner of best-in-class wealth management firms...

June 13, 2023

Through artificial intelligence and other wealth management technologies, financial advisors are focusing more on client relationships, advising clients virtually across the country...

Divorce, Death and Data: AI's Growing Role in Client Prospecting

June 1, 2023

FP Voices:
Advisory firms hungry for predictable organic growth