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

  • Fundraising News
  • 12.06.2026 12:14 pm

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 “Advisors have been underserved for too long by outdated tools that can't keep pace with how prospects search or how firms show up online.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

Related News