The AI tool for financial advisors who want warmer paths to HNW prospects
Identified vs
in numbers
Cold outreach stopped
working years ago
That's what Aidentified is for.
What Aidentified
is capable of
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Identified vs
Finny FAQS
Once you find a prospect in Aidentified, the platform maps your network to find mutual connections. It surfaces the people in your network who have the strongest relationship with that person, whether through shared employers, boards, schools, or personal connections. You can then reach out to that mutual connection directly with the context you need to make the ask. Most users find 50 or more warm introduction paths they weren't aware of.
Relationship mapping is the process of analyzing your existing network to find the shortest introduction path between you and a potential client. Instead of reaching out cold, you reach out through someone who already knows both of you. Aidentified's AI maps your connections across 16 billion first-degree relationships to surface those paths automatically, ranked by relationship strength. This way, you always know who to ask for an introduction and why that introduction is likely to land.
Aidentified’s income and wealth models are built using a proprietary set of signals drawn from hundreds of consumer and professional data sources, including factors such as career information, property ownership and values, geographic indicators, equity holdings, and other wealth-related attributes. Profiles are updated continuously as new data becomes available through Aidentified's six-layer verification process.
Aidentified was built specifically for financial services professionals. The data, the filters, the wealth events, and the relationship mapping are all designed around the way financial advisors prospect, not repurposed from a B2B sales tool. Aidentified is used by financial advisors, wealth managers, and other professionals who need to identify high-value prospects and reach them through warm introductions.
LinkedIn Sales Navigator gives you professional contact data and basic relationship connections. Aidentified combines that same professional layer with household-level consumer data, estimated wealth ranges, and monitoring of key wealth events. With all that data together, you get a prospect profile that goes well beyond a job title and a work email, and a relationship map that includes both professional and personal connections.
