Insights that power organic growth

for $49/month

See why Finance Professionals switch to Aidentified from Finny. Get better, flexible access to industry-leading relationship mapping and money-in-motion alerts.

Start free trial
TRUSTED BY TOP FINANCIAL SERVICES TEAMS
Grow your business with
data insights and intent signals for $49/ month.
Aidentified provides relationship mapping and wealth insights at scale. Turn data about your prospects, clients, and connections into powerful insights with Wealth Network Intelligence™️. Find real world connections to boost referrals. And transform intent data into actions with proprietary Wealth Triggers.

Subscription Plans

Tailored plans and features based on your budget and needs.
Starter
$49
per user/month
Start for free
125 monthly credits
100 saved searches
75K import records
50 import files
16 wealth triggers
News Mention, Company Change, Job Title Change, Investment Received, Company Acquired, Unicorn Status Achieved, IPO, SPAC, IPO Filing, Insider Stock Sales, Insider Stock Grants, Insider Stock Purchase, Property Listings, Property Sale, Property Purchase, Potential Wealth Transfer
Locations & Properties Information
Wealth & Income Information
Premium
Popular
$199
per user/month
Start for free
5,000 yearly credits
100 saved searches
75K import records
50 import files
16 wealth triggers
News Mention, Company Change, Job Title Change, Investment Received, Company Acquired, Unicorn Status Achieved, IPO, SPAC, IPO Filing, Insider Stock Sales, Insider Stock Grants, Insider Stock Purchase, Property Listings, Property Sale, Property Purchase, Potential Wealth Transfer
Locations & Properties Information
Wealth & Income Information
1 free CRM integration
Enterprise
Custom
per user/month
Contact us
Volume-based data enrichment
Unlimited saved searches
Unlimited import records
Unlimited import files
16 wealth triggers
News Mention, Company Change, Job Title Change, Investment Received, Company Acquired, Unicorn Status Achieved, IPO, SPAC, IPO Filing, Insider Stock Sales, Insider Stock Grants, Insider Stock Purchase, Property Listings, Property Sale, Property Purchase, Potential Wealth Transfer
Locations & Properties Information
Wealth & Income Information
Standard integrations included
SSO
Dedicated onboarding
Expedited support

Unlock hidden connections.

Dive deeper into your network and grow your referral business.

  • Use Aidentified’s AI Mapped Connections™ to reveal hidden connections in your networks.
  • See connections by Relationship Strength and Relationship Path that help you connect the dots for a winning referral strategy.
  • Pivot to powerful new searches by uncovering the breadth of your network’s connections.

AI-powered insights.

Leverage AI to reveal opportunities you never knew existed.

  • Get more leads and better outcomes by tracking meaningful Wealth Trigger events.
  • Monitor key wealth events and trigger values, plus automatic alerts for when they happen.
  • Track and monitor 16 triggers including job and company changes, IPOs, insider stock transactions, and property listings.

Achieve data-driven success.

Prospect smarter, connect faster, and win bigger with our tailored solutions.

  • For every use case, get comprehensive prospecting insights that convert.
  • Say goodbye to stale lists. Say hello to hyper-targeted sales signals and monitoring.
  • Leverage top-tier B2C & B2B data to manage existing customers and stay proactive on wealth discussions.
See Why Finance Professionals Are Switching.
Discover how Aidentified accelerates growth for professionals of all industries.
Request a demo

Stop guessing. Start connecting.

Ready to take your prospecting to the next level?
In less than three minutes you can reveal your next client.
Schedule your demo
Success Stories
Real success stories from users who transformed their professional landscapes using Aidentified.
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Our Solutions
From independent advisors to major institutions, our solutions cater to all your strategic networking needs.
For Individuals
Identify, engage, and convert faster than ever. Your next big client? Already in your network.
Learn more
For Teams
Stop searching. Start closing. Enhance your business capabilities with comprehensive data analytics.
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Insights & Resources
Gain an edge with the latest insights from the intersection of financial networking and AI technology.
Learn more
Webinars
Case Studies
Industry Reports