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WealthReach Raises $1M Seed Round, Forms Strategic Advisory Board to Drive Expansion of Its Organic Growth Platform
[June 10, 2026]

WealthReach Raises $1M Seed Round, Forms Strategic Advisory Board to Drive Expansion of Its Organic Growth Platform


WealthReach, an AI-powered organic growth platform built for registered investment advisors (RIAs) and wealth management firms, today announced it has raised $1 million in seed funding. The round was led by Cecure Corporation, a privately held financial services holding company co-founded by Robert S. Schwartz, and included participation from other strategic investors.

Since its founding in 2025, WealthReach has grown rapidly, earning adoption across major enterprise platforms and among some of the largest firms in the wealth management industry. With the funding, WealthReach will scale its team and invest in the support and engineering infrastructure needed to keep pace with this accelerating demand.

"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 "Advisors have been underserved for too long by outdated tools that can't keep pace with how prospects search or how firms show up online.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."

In addition to the fundraise, WealthReach has formed a strategic advisory board featuring some of the most respected executives across financial services and wealthtech. The board brings complementary expertise spanning growth strategy, marketing, operations and communications to support the firm's next phase.

The advisory board includes:

  • Joanne Bradford, President, Unwell: A veteran revenue and marketing executive with leadership roles spanning Microsoft, SoFi, and Honey, Bradford brings world-class experience scaling companies and driving growth to the board.
  • Kelly Waltrich, Founder and CEO, Intention.ly: Having served as CMO at both eMoney Advisor and Orion before founding one of the industry's premier financial services growth consultancies, Waltrich brings deep wealthtech marketing expertise and a proven growth playbook that will help the firm's plans to strategically scale.
  • Nyle Bayer, CEO, Up Capital Management: An award-winning wealth management executive and practicing RIA leader who has led go-to-market for some of the industry's most influential category-creating companies, including Future Proof. Bayer brings a proven brand and growth playbook grounded in how advisory firms actually run.
  • Andrew Saksa, Vice President of Strategic Channels, Essential Engine: Saksa brings rare cross-industry connectivity to the board, with deep relationships spanning independent advisors, broker-dealers and insurance carriers built over decades in financial services and insurance distribution.
  • Adam Swerdlow, Founder and CEO, Alpine Consulting; Chief Operating Officer, WealthReach: Having co-founded The Chosen and built its operational infrastructure from the ground up through $100 million in revenue, Swerdlow brings scaling expertise to his role as WealthReach's Chief Operating Officer as well as his position on the board.
  • Jason Lahita, Founding Partner, StreetCred PR: With two decades of financial services PR experience and two agency builds to his name, Lahita is one of the most connected communications executives in the independent advisory space. He will be instrumental in advancing WealthReach's communications strategy, brand visibility and media presence.

"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 advisory board will meet bimonthly to review company progress, weigh in on product direction, and discuss other strategic initiatives.


"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."

The seed funding and advisory board announcement are the latest in a series of major milestones for WealthReach. The firm recently announced Living Sites, a new category of advisor website engineered to continuously improve search visibility and convert qualified prospects. Earlier this year, WealthReach also announced the acquisition of Model FA intellectual property in conjunction with the formation of a new consultancy practice, and the firm also launched its Attract, Convert, and Multiply engines-a flywheel designed to help wealth managers surface the right prospects, convert their interest into conversations, and turn satisfied clients into a repeatable source of referrals.

To request a demo or learn more, visit wealthreach.ai.

About WealthReach

WealthReach is an AI-powered growth platform built for financial advisors and wealth management firms. The company helps firms modernize organic growth through tools designed to improve visibility, support personalized outreach, and turn demand into conversations. For more information, please visit wealthreach.ai.


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