WealthFeed Adds Form 5500 Data on 780,000 Retirement Plans
NEW YORK – – November 02, 2026 -- WealthFeed, an AI-powered growth platform for financial advisors, has added Form 5500 data covering more than 780,000 retirement plans, extending its prospecting tools from individuals and households to plan sponsors.
Advisors can search the plans and receive alerts when new filings show changes that may point to a business opportunity. Because the data sits inside the existing platform, advisors can run the same automated outreach they use for individual prospects.
The launch follows growing advisor interest in the 401(k) market. February 2026 research from FUSE Research Network found that 65% of surveyed advisors said converting retirement plan participants into wealth management clients was easier than acquiring clients through traditional marketing or referrals.