Data intelligence made for the way advisors work
Aidentified brings household and professional data together across 300M+ profiles, revealing reachable contacts, modeled wealth and income, and money-in-motion events.
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Find high-intent prospects and build stronger client relationships.
Data doesn't build relationships, what you do with it does
Advisors have access to more prospecting data than ever. The hard part is knowing which data matters, how to use it.
Aidentified turns scattered signals and raw information into actionable insights. When a client’s company is acquired, a prospect buys a second home, or someone in your network shares a board seat with the person you’ve been trying to meet, you’ll know.
You spend less time researching and more time in coversations that move relationships forward.
What Aidentified's
data intelligence gives you
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Unified consumer and professional profiles
Every profile combines household and professional data, with up to 200 attributes to filter, from wealth and income to property, education and interests.
Wealth events monitor your contacts
16 event types track money in motion, from stock sales and property deals to IPOs and wealth transfers. Wealth event monitoring alerts you when people on your saved list make a move.
Relationship insights surface warm intros
Import contacts from your CRM, LinkedIn or phone. Aidentified maps them to 16B+ connections, showing who you know, how you’re connected and the strength of each relationship, with relationship intelligence data.
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Contact confidence rates every email and phone
Contact data decays at roughly 30% a year. Aidentified continuously updates our data and scores every email, phone, and address for accuracy and reachability so you can be confident you're your first call or email will get through.
Aidentified allows you to skip dead numbers, while deliverability scores keep emails away from addresses that no longer work.
Wealth data built for financial services
• Financial advisors need to know what a household is worth, who is connected to it, and when a wealth event creates a reason to reach out.
• Aidentified brings consumer and professional data into one profile, models wealth and income, tracks 16 wealth events types, and maps relationships between people.
• Every record is matched, standardized, verified, and continuously updated. That turns a name on a list into a decision you can make this week.
• Your advisors still run the outreach. That’s deliberate: Aidentified provides the data and insights behind better decisions.
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Four ways
to access Aidentified
Web app for daily work
A dashboard for search, list building and relationship mapping.
Sidecar while you browse
The Chrome extension shows Aidentified data while you browse LinkedIn and company websites.
Data-as-a-Service for your stack
Data-as-a-Service APIs, batch processing and custom data feeds deliver profiles and wealth events into your own systems.
Agentic access
Ask a question in plain language and get answers from Aidentified in your AI assistant.
Who data intelligence is for
Independent advisors and small teams
Enterprise RIAs and their CIOs
See what your data can uncover.
Bring a list and a market. The team runs your contacts through data enrichment, then puts the paths, events and confidence ratings beside the records you were about to call.
"The best prospecting tool I've seen in my 30 years. Aidentified notified me of a client's $100M investment and now we're opening up more business."
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.