Catchlight in the News: Stay Informed
Stay up to date with our latest news and announcements!
March 18, 2025
In terms of artificial intelligence, there is everything before ChatGPT debuted in November 2022, and everything after.
February 14, 2025
Relying on traditional word-of-mouth referrals is not going to be sufficient for building a client pipeline for RIAs and other wealth managers. Practitioners must become more intentional in the way that they market themselves, Ficomm Partners, a consultancy based in Irvine, California, says.
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.
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.
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.
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.
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
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.
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?
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).
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
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.
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...
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...
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...
March 13, 2023
Catchlight recognized as the application with the highest user rating in the annual survey of software for financial advisors.
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...
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.
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...
