Finny vs Aidentified

More than prospect scores.
Get a full picture of who they are and how you know them.

FINNY focuses on cold outreach at scale. Aidentified is for advisors who want to know exactly who to call, why they're worth calling, and how to get introduced, backed by the most complete insights and wealth data in the industry.
Screenshot of the Aidentified dashboard showing wealth trigger statistics, summary metrics, and a list of new wealth trigger events with contact cards.
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How does Aidentified
compare to FINNY?

Database size
Consumer & household data
Professional data
Wealth & income data
300M+ consumer profiles and 90M+ professional profiles
Property ownership, family composition, wealth indicators, lifestyle interests, and spouse employment data
Employment history, board seats, company ownership, stock holdings, and career trajectory
Modeled income and wealth segments with 100% fill rate across all profiles
Not publicly disclosed
Not available
Job titles, industry, and career changes
Estimated net worth available via Prospect Enrichment
Relationship mapping
Prospect prioritization
Prospect signals
Surfaces warm introduction paths through your existing network with relationship strength scores
Wealth signals + relationship path + timing alerts combined
16 verified wealth events: SEC filings, property transactions, liquidity events, and career changes
Not available
F-Score: predicts each prospect's likelihood to convert for each advisor specifically
Browsing-based intent signals tracking online research behavior
CRM integrations
Chrome extension
API access
Salesforce, HubSpot, Redtail, Lofty, Wealthbox
Yes—browse LinkedIn and company websites with Aidentified data
Yes—direct data pipelines for enterprise
Available for teams (specific CRMs not listed publicly)
Not available
Not available
Founded
Security & compliance
Pricing
Free trial
2018
SOC 2 Type 2 certified
Starts at $49/mo + Custom pricing for enterprises
7-day free trial
2024
SOC compliant
Pricing not publicly displayed
Not publicly available
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What you get with Aidentified

01
A clear map of your network
See exactly how you're connected to any prospect: through clients, colleagues, or personal contacts.

Aidentified maps warm introduction paths across your entire network so you know who to ask, not just who to call.
02
16 wealth triggers
Reach out at the right moment, every time.

Aidentified tracks 16 real-world wealth events, including insider stock sales, IPO filings, property transactions, and company acquisitions. The kind of signals that create a genuine reason to connect.
03
The full household picture
Aidentified gives you the context that turns a cold call into a real conversation.

300M+ consumer profiles with property data, family composition, wealth indicators, and spouse employment.
Schwab
I can continually contact the right person at the right company at the right time. I spend less time searching for the right person at the right company. And trying to figure out the best method to reach out. Aidentified has dramatically reduced my prospect research time each week.
Author's avatar
Ric L.
Schwab Personal Choice Retirement Account (PCRA) Advisor
Five stars rating by the author
SOC 2 Type 2
CODiE Award
FactSet-Backed
WealthTech100

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Identified vs
Finny FAQS

If you have any more questions, don’t hesitate to contact us.
Is Aidentified right for me if I'm just starting to build my network?
+

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.

How accurate is Aidentified's wealth and income data?
+

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.

Does Aidentified integrate with my CRM?
+

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.

How is Aidentified different from FINNY?
+

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.