Data-driven prospecting that finds your next deal, client or partner
Use Aidentified to find prospects, spot wealth changes and uncover warm introductions across 300M+ profiles
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Key features
Aidentified tailors its prospecting, networking and relationship insights to the way each of these industries grows.
Find new clients and referral sources
Aidentified helps insurance teams find high-probability leads, referral sources and client life changes, allowing them to offer personalized coverage that fits each customer’s needs.
Focus outreach on high-probability leads.
Build a network of local referral sources.
Respond to changing client needs
Deal sourcing backed by data insights
Investment banks and venture capital firms use Aidentified's deal sourcing tools to find prospects and partners. Predictive analytics anticipate needs and investment interests, helping you reach clients before the need is obvious. Other businesses use sales intelligence to target markets, clients and partners.
Expand deal flow across startups and growth companies.
Speed up due diligence with data aggregation.
Reduce overhead with automation and integration.
Understand your market and expand your network
Our networking solutions help you build connections with peers, influencers, and potential partners, expanding your reach across the financial sector.
Broader access to professional networks
New partnership opportunities
Greater visibility in the financial community
Why choose Aidentified?
Aidentified provides actionable data and networking tools to improve prospecting, client management, service, and growth. Search 300M+ profiles with up to 200 attributes, 16 wealth event types, and AI-powered relationship paths across 16B+ connections. Profiles update continuously, while Aidentified works alongside your CRM as an enrichment layer.
See how Aidentified works in your industry
Book a demo to learn how Aidentified helps your organization find the prospects, partners, and clients that matter in your field. Discover how its data insights and networking tools can help you identify new opportunities, strengthen relationships, grow your client base, and expand your professional network.
"Aidentified has been the most efficient in surfacing prospects based on their money in motion and making it easy to hyper-target based on companies and alumni. Cold outreach is a thing of the past."
Matriarch Wealth Management
Data intelligence frequently asked questions
Yes. You don't need an established book of business to get value from Aidentified. The platform searches 300M+ consumer and 90M+ professional profiles, so you can identify and research prospects even if they're not in your existing network yet. Relationship mapping becomes more powerful as your network grows, but the prospecting and wealth events features work from day one regardless of where you are in building your practice.
Aidentified maintains a 100% fill rate on wealth and income ranges across all profiles in its database, which means that every profile includes a wealth estimate. Our 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.
Yes. Aidentified integrates with Salesforce, HubSpot, Redtail, and Lofty. You can sync your existing contacts, enrich prospect profiles automatically, and receive wealth events alerts directly within the CRM you already use. Enterprise clients also have access to direct API integration for custom data pipelines.
FINNY predicts which prospects are most likely to convert based on their browsing behavior and assigns each one a score. Instead of scoring prospects, Aidentified builds a complete picture of who they are, what's changed in their financial life, and who in your network can introduce you. Where FINNY helps you decide who to call, Aidentified helps you understand who you're calling, when to reach out, and how to get there through a warm introduction.