An AI wealth management tool built
for smarter HNW prospecting
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Aidentified
in numbers
Most AI tools weren’t built
with the data wealth
managers need to start
meaningful conversations.
What Aidentified
is capable of
Unlock the power of your network with Aidentified’s AI for wealth management.
Discover how Aidentified helps advisors find HNW prospects and warm introductions. Try it free or request a demo today.
Explore a demo
AI Wealth Management Tool FAQS
Most AI tools for wealth management focus on portfolio analytics or client reporting. Aidentified is built specifically for prospecting. It reveals 16 real-time wealth events, maps your existing network to surface warm introduction paths, and provides household-level context that generic sales platforms don’t have.
Aidentified reveals 16 wealth events including job changes, executive appointments, liquidity events, property transactions, and business ownership changes. These signals help you identify when a prospect is most likely to be open to a wealth management conversation, so your outreach is timed to their life, not just your calendar.
Once you find a prospect in Aidentified, the platform maps your existing network across 16 billion first-degree connections to surface the shortest introduction path. It ranks those paths by relationship strength, so you always know who to ask for an introduction and why that introduction is likely to land.
Aidentified was built specifically for financial services professionals. The wealth event categories, data filters, and relationship mapping are all designed around how wealth managers and financial advisors prospect—not repurposed from a generic B2B platform. It’s used by RIAs, wirehouse advisors, broker-dealers, and independent wealth management teams.
An AI wealth management tool is software that uses artificial intelligence to help wealth managers and financial advisors find, research, and connect with high-net-worth prospects. Aidentified layers in wealth event monitoring, relationship mapping across 16B+ connections, and household-level profiles so advisors always know who to target and when to reach out.