Catchlight in the News: Stay Informed

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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.

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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...

Advisors Share Their Smartest Investments to Grow Their Business

January 24, 2023

To build a successful practice, advisors need to invest in people and technology to reap the biggest payoff. And when building a practice, advisors know they need to spend money to make money. But they're determined...

Advisors, Boost Your Lead Conversion Rate with These 3 Questions

January 9, 2023

When the wealth management industry talks about organic growth, a lot of attention goes to what marketers call the “top of the funnel.” In other words: Where are your client leads coming from, and how many of them do you have...

Catchlight Partners with Wealthbox to Aid Advisors

December 15, 2022

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.

WealthStack Roundup: Carefull Partners with Cetera; Catchlight Integrates with Wealthbox

December 15, 2022

Carefull, a service and application for monitoring and protecting the finances and personal data of loved ones, this week announced a partnership with Cetera Financial Group, which provides the firm’s...

Catchlight Brings Growth Insights to Wealthbox

December 6, 2022

Catchlight, a data driven growth engine for financial advisors, has added an integration with Wealthbox, a leading CRM software platform. The connection creates an intuitive sync of information, matching leads in Wealth...

FMG an d Catchlight Partner to Deliver Personalized Prospect Communications

November 2, 2022

After a long run, the bull market days are over, along with the complacency they bred. Inflation and market volatility require a more intentional approach for advisors who are trying to grow their client base, but intention requires time...

A Week's Worth of Integrations Provide a Glance Into the Future of AdvisorTech

October 28, 2022

There were indications aplenty this week that advisortech is both moving and consolidating at a pretty fast clip. The first sign was seeing something launched a mere two years ago referred to in a company press release as...

FMG and Catchlight Partner to Give Financial Advisors an "Easy Button" to Deliver Personalized...

October 27, 2023

In a turbulent market environment, financial advisors need sustainable growth through predictable business development efforts. Investors need advisors who understand their unique financial goals and challenges.

It's People, Not Simply Assets, Behind the 'Great Wealth Transfer'

August 29, 2022

If you understand the people caught up in the 'Great Wealth Transfer'—if you align your outreach with their habits and goals—you can position yourself to grow with them in the years to come.

The latest in financial #AdvisorTech - August 2022

August 17, 2022

This month's roundup looks at Envestnet's acquisition of Redi2, Catchlight's new system to assess prospects and AssetMark's deal for Adhesion Wealth.

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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

See what people are saying

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

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.

June 1, 2023

Catchlight named a finalist in Marketing Automation for 2023 Wealthies.

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...

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.

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...

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...

FP Voices:
Advisory firms hungry for predictable organic growth