vs WealthFeed

WhereWealthFeedstops, we keep going.

WealthFeed sees the news. Core Growth AI sees the filing. Their signals are inferred from third-party marketing data — there is no dated, dollar-quantified, primary-source filing behind any one prospect. For corporate equity-comp events specifically (RSU vests, lockup expirations, executive transitions, 10b5-1 plans), they react to press releases. We fire on the underlying SEC filing — typically 30 to 90 days earlier.

What WealthFeed does well

Breadth. If an advisor wants to know about home purchases, business sales, inheritances, and headline-driven wealth events across the general public, WealthFeed has a wider net than most. Credits roll over, so you can buy in burst.

Backed by

Broadridge

Signal source

Consumer marketing data, public records, social, news scraping

Pricing model

Pay-as-you-go credits

Pricing

Annual credit bundle

~$1,399/yr + $1/credit overage

as of Jun 16, 2026

Competitor pricing reflects their published rates as of the dates shown. Verified periodically; may have changed since.

Where the axis matters

Four dimensions. Core Growth AI vs WealthFeed.

Signal source

WealthFeed

Consumer marketing data, social, news scraping

Core Growth AI

SEC EDGAR filings (Form 3/4/5, DEF 14A, 8-K Item 5.02) + state DOL WARN portals — primary sources only

Proof:Every prospect ships with the filing accession number or WARN-notice reference. No inferred third-party data.

Event precision

WealthFeed

Inferred, undated, no dollar figure

Core Growth AI

Documented, dated, dollar-quantified liquidity event

Proof:Every prospect shows: filing reference, transaction date OR effective date, approximate dollar value, grant type (RSU/Option/PSU), and the underlying schedule.

Lead type

WealthFeed

Score leads you already have (Catchlight) or broad net-new (WealthFeed/Aidentified)

Core Growth AI

Net-new, filing-triggered, with a written situation brief + Claude-generated dossier per prospect

Proof:Each lead arrives with: a situation brief, an AI dossier (bio, wealth signals, family, planning opportunities), and a drafted first-touch outreach ready for review.

Timing

WealthFeed

Reacts to news / press cycle

Core Growth AI

Fires on the filing — typically 30 to 90 days ahead of the news cycle

Proof:We poll EDGAR every 5 minutes. WARN filings give a 60-day federal notice window. By the time the press release lands, you've already had the conversation.

Compliance posture

Every prospect originates from a public SEC filing or state DOL WARN notice, so the reason you're reaching out is auditable by construction. Core Growth AI stays vendor-neutral on supervision — you can route every drafted touch through your existing archiving vendor before it sends. How compliance & supervision works →

See it on your own territory.

The Liquidity Brief is the fastest way to test Core Growth AI against WealthFeed. 30 filing-sourced prospects in the territory you pick — region, multiple states, or one. Branded PDF + Excel in 48 hours.

Get a Liquidity Brief All comparisons