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
Trusted By

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
