“This reminds me of when Bloomberg launched – it made mediocre brokers and salespeople become superior.”

- Richard Bell, RIA

If those “You had me at hello” emails are Working, Rock On.

Sadly, if subject lines alone could win clients, you’d be reading this on your yacht. Advisors and planners invest a great deal of time and resources hunting for new clients and attempting to stay up to date on current ones. Accomplishing that using costly, ineffective tools? As their disclaimer says, “your results may vary”

Aidentified’s prospecting and relationship intelligence platform enables you and your team to discover highly qualified prospects, and information to strengthen relationships, and increase your AUM with your current clients. We provide real time information on wealth events, career moves, wealth scores, household income, personal interests and more than 150 additional kinds of information to help you find the exact kind of customers you’re looking for.

You might be thinking “sounds great, but does it get me in the door?”

In a word, yes. Aidentified has mapped 4.5 billion+ relationships across 300M consumer and 80M business data profiles. We discover your best path to qualified prospects by dramatically growing your trusted relationship and referral matrix. The best way through any door is a trusted referral.

Let us show you paths to new clients and expanded AUM in your existing portfolio by simply trying Aidentified free for 14 days––no strings attached.

And hey, one day soon, invite us aboard.

Take a Tour

Learn how Aidentified can grow your
network and your bottom line

Trusted By

“Aidentified notified me of a big client of mine's 100M investment in his company. I proactively congratulated him and we’re opening up more business. We might not have found this out until the next annual review. This is such valuable intel." Curtis Estes, Wealth Management Advisor, Northwestern Mutual “Wow. No one has this kind of access or profile of our target consumer – we’ve tried to do this type of service before but could never reach your scale or accuracy” Jim Rochford Sr. Financial Advisor, Merrill Lynch "Take advantage of your entire network....past customers, industry connections, former and present colleagues, friends, family, acquaintances, friends of friends -- everyone is fair game. The more people you include, the more introductions you’ll get, plain and simple." Mark Wayshak, HubSpot
TRY FREE FOR 14 DAYS

GROW YOUR RELATIOSHIPS, GROW YOUR REVENUE. IT’S THAT SIMPLE.

“83% of consumers say they either completely or somewhat trust recommendations from family, colleagues, and friends about products and services” –Nielsen

WEALTH ALERTS REVEAL NEW PROSPECTS

Use wealth event alerts, extensive filters, custom connection alerts, and 300M+ professional and consumer profiles containing inferred income, interests, household info and more.

ENRICHED DATA KEEPS YOU UP TO DATE ON CLIENTS

Connect with your network and receive notifications on career and wealth events impacting the lives of your current clients. Be well-informed and first to congratulate them.

GROW RECOMMENDATIONS and CLIENT AUM

Aidentified expands your trusted peers and friend’s networks. Leverage our existing 4.5B mapped relationships to uncover new opportunities.

UNCOVER PATHS TO CONNECT

Get introduced through your constantly growing, integrated network connections, expanded center of influence and trusted referrals.

150+ Filter Attributes Reveal hard to find “henrys”

 

  • Identify existing and emerging wealth prospects via real time wealth events
  • Build a prospect list based on current client attributes such as inferred income, wealth score, and deep spouse and household member data
  • Get real time alerts on client and prospect company acquisitions

 

WE WORK SEAMLESSLY WITH LEADING INDUSTRY CRMs, MARTECH PLATFORMS AND YOUR .CSV CONTACTS

WE’VE MAPPED 4.5 BILLION RELATIONSHIPS––FIND YOURS TODAY

4.5B+

Mapped
Relationships

300M+

Consumer
Profiles

80M+

Professional
Profiles

$2.5T+

in Tracked
Wealth Events

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