WealthFeed Adds 401(k) Prospecting Tools Using Form 5500 Data
WealthFeed has launched a Form 5500-powered feature letting financial advisors identify and reach retirement plan decision makers.
WealthFeed, an AI-driven growth platform for financial advisors, announced Tuesday the integration of Form 5500 data into its prospecting suite, enabling advisors to target sponsors of employer-sponsored 401(k) plans more efficiently.
The new capability allows advisors to scan publicly filed Form 5500 retirement plan disclosures — required annual filings submitted to the Department of Labor — to surface potential prospects managing workplace retirement assets. The tool is designed to help advisors move beyond cold outreach by facilitating warm introductions to plan decision makers.
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The platform also incorporates automated outreach features, streamlining the process of connecting with human resources executives, plan administrators, and business owners who oversee corporate retirement plans. For advisors seeking to grow their institutional or small-business retirement book, the addition addresses a segment that has historically required significant manual research.
WealthFeed positions the expansion as part of its broader ambition to serve as an end-to-end growth engine — combining data intelligence, lead identification, and outreach automation in a single platform tailored to financial advisors. The 401(k) prospecting module represents one of the more data-intensive additions to that ecosystem to date.
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