The Prospecting Platform Built for
Wealth Managers and Financial Advisors

Search 300M+ profiles, see who in your network can introduce you,
and get alerted when a wealth event signals the right moment to reach out.

Start your free trial
TRUSTED BY LEADING ADVISORS AND WEALTH MANAGEMENT FIRMS

The intelligence behind every prospect search, introduction path, and money-in-motion alert.

Aidentified maps and monitors 300M+ profiles continuously, cross-referencing consumer and professional signals to build a complete picture of every prospect that no single data source could produce alone.

Data intelligence designed for
growth

Every profile pulls from hundreds of consumer and professional data sources, verified through a multi-layered validation process.

Career history, property ownership, equity holdings, geographic indicators, and wealth estimates are continuously updated as new information becomes available.

See every relationship path
between you and any prospect

Aidentified's Wealth Network Intelligence maps your existing connections against 300M+ profiles to identify who in your network can make an introduction to any prospect on your list.

We process more than 16 billion connections, showing you how the connection is forged and how strong it is.

Spot key life events for any
prospect or client

Aidentified monitors 16 wealth events across your prospect list and alerts you when one of these happens:

1. Potential wealth transfer
2. Insider stock purchase
3. Company acquired
4. Investment received5. Unicorn status achieved
6. Company change
7. Job Title Change
8. News Mention
9. IPO filing
10. Insider Stock Grants
11. Insider Stock Sales
12. SPAC
13. Property Purchase
14. Property Sale
15. Property Listing
16. IPO

Our Solutions

For Individuals

Full access to 300M+ profiles, relationship mapping, and wealth event alerts. For advisors who manage their own prospecting.
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For Teams

The same insights at firm scale, with shared network connections and team-level alerts. We integrate directly into your existing workflows.
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Insights & Resources

Prospecting strategies, client stories, and industry research on financial networking and AI technology.
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Webinars
Case Studies
Industry Reports

See the relationship paths and wealth signals driving your next deal

30 - minute session

Personalized to your market

Live data, not slides

Get a customized walkthrough of Aidentified built around your book of business, your market, and the prospects you're already trying to reach. Here's how it works:

We evaluate your target profile (5 min)
Tell us who you're trying to reach. Are they HNW individuals, executives, property owners, specific wealth segments? We tailor the session around your criteria.

We show you how to surface prospects in your market (10 min)
300M+ profiles against your prospects in real time. See names, wealth segments, job titles, home addresses, property— all live, not simulated.

We reveal those prospects' wealth signals and how they're connected to you (10 min)
This is where it gets fun. We'll show connection paths to key prospects and surface proprietary intent signals on them.

You ask questions, we answer (5 min)
Discuss pricing, integrations, trial options, etc; no pressure, just answers.