Wealth Management Prospecting Intelligence

FIND, ENGAGE, AND MONITOR PROSPECTS AND EXISTING CLIENTS

YOUR KEY TO UNLOCKING NEW WEALTH

Financial Advisors and wealth management planners invest a great deal of time and resources prospecting for new clients and attempting to stay up to date on current ones. With Aidentified’s prospecting and relationship intelligence platform, you and your team can discover highly qualified prospects, information to strengthen relationships, and increase your assets under management (AUM).

Qualify leads in seconds

We provide real-time information on wealth events, career moves, wealth status, household income, personal interests and more than 150 additional filter attributes to help you find the exact kind of customers you’re looking for.

Maximize your relationships through connections 

Aidentified helps you discover your best path to qualified prospects and companies by dramatically growing your trusted relationship and referral matrix. The best way through any door is a trusted referral.

 

“THIS REMINDS ME OF WHEN BLOOMBERG LAUNCHED – IT MADE BROKERS AND SALESPEOPLE BECOME SUPERIOR.”– RICHARD BELL, RIA

advisor video testimonial

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
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GROW YOUR RELATIONSHIPS, 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

UNCOVER NEW OPPORTUNITIES

Discover prospective clients and monitor existing ones with real-time wealth event triggers, extensive filters, and custom notifications. Daily alerts keep you up-to-date and help you engage your prospects at the right time with the right insights.

STAY INFORMED WITH ENRICHED DATA

Connect with your network and monitor career and wealth events impacting the lives of your current clients. Track IPOs, IPO filings, SPACS, Insider Stock Sales, corporate investments, company acquisitions, and job changes in real-time.

PRIORITIZE PROSPECTING EFFORTS

Prioritize your client prospecting strategy by leveraging relationships unearthed by ai and by connecting your team’s entire network. Grow your client portfolio by discovering connections into new high-net-worth individuals and companies.

IDENTIFY IDEAL CLIENTS FASTER

Find high-net-worth and ultra-high-net-worth individuals by leveraging our 210M+ professional and consumer profiles containing inferred income, remaining share balance, real estate holdings, household and spouse info and more.

150+ Filter Attributes Reveal hard to find “henrys”

 

  • Import your connections through LinkedIn, Google, iCloud, Outlook, or CSV files to gain insights on existing and potential clients.
  • Identify existing and emerging wealth prospects via real-time wealth events.
  • Build prospect lists based on attributes such as inferred income, wealth score, and deep spouse and household member data.
  • Get real time alerts on client and prospect company acquisitions, IPOS, IPO filings, SPACS, and more.

 

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

WE’VE MAPPED 100+ BILLION RELATIONSHIPS––FIND YOURS TODAY

100B+

Mapped
Relationships

210M+

Consumer
Profiles

100M+

Professional
Profiles

$20T+

in Tracked
Wealth Events

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