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33Across Rebrands as WealthStage™, Launching New Digital Advertising Platform Built for Financial Services

WealthStage unifies trusted customer intelligence with wealth, lifestage, and real-time signals to help marketers engage with the right households to drive tangible results

NEW YORK, Sept. 16, 2026 (GLOBE NEWSWIRE) -- 33Across today announced its rebrand to WealthStage™, a digital advertising platform built for financial services marketers navigating a rapidly changing technology, consumer, and wealth landscape.

Financial services brands operate with unique requirements for data quality, trust, compliance, and performance. WealthStage connects a brand’s first-party data with authoritative wealth and lifestage data, intent indicators, and real-time signals, so marketers can execute media with greater results. From helping retail banks reach recent graduates entering a new financial stage to enabling digital trading platforms to identify high-net-worth households demonstrating investment intent, WealthStage allows marketers to engage with the right households when interest, capacity, and opportunity align.

The company launch comes as an estimated $124 trillion in wealth is expected to change hands through 2048, reshaping how financial institutions compete for and build relationships with consumers. At the same time, younger households are consuming media, managing money, and interacting with brands differently than previous generations.

“U.S. households no longer follow a traditional linear path, and, given our category experience and the economic shifts happening in household wealth, we see an unmet need for a solution built around how financial services marketers acquire their next customer,” said Eric Wheeler, CEO of WealthStage. “WealthStage helps marketers engage with today’s unique households using validated data and AI to drive better outcomes.”

From Customer Intelligence to Smarter Media Activation

WealthStage builds on 33Across’ 15-year data ecosystem and digital advertising financial services expertise, including partnerships and integrations with leading wealth and lifestage data providers to activate across digital media. These capabilities provide a foundation that WealthStage is now extending specifically for the needs of financial services marketers.

At the center is the WealthStage Engine™, which applies AI across persistent data sets and real-time signals to help marketers better understand a household’s economic capacity, life stage, and intent. The engine continuously learns from endemic signals and performance feedback signals to optimize media toward measurable real-world business outcomes like new accounts, assets under management, or customer lifetime value.

“Financial services marketers need a better way to connect the customer intelligence they already have with how they reach consumers across digital media. WealthStage brings those pieces together, helping marketers build a clearer view of their audiences and activate against that intelligence to drive business results,” said Francesco Lagutaine, former CMO of USAA & M&T Bank.

As part of the rebrand, 33Across will continue to operate and expand its existing data and publisher businesses as a division of WealthStage, while WealthStage becomes the company’s brand for its growing financial services offering.

About WealthStage
WealthStage™ is an advertising platform built for financial services marketers. The platform unifies first-party data with trusted wealth, lifestage, and real-time signals to activate smarter media and drive measurable business outcomes. Powered by the WealthStage Engine, WealthStage uses AI to focus on households with ideal interest and capacity to deliver better efficiency. Learn more at WealthStage.ai.

John McCartney
JMAC PR for WealthStage
john@jmacpr.com


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