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 5+ billion relationships across 210M 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.
Trusted By




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 210M+ 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 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
