LEAD GEN SOFTWARE FOR FINANCIAL ADVISORS
The clients you want are closer than you think
Search 100M+ profiles and know when a prospect just had a liquidity event, a job change, or a property transaction worth acting on.
TRUSTED BY 650+ FINANCIAL ADVISORS AND WEALTH MANAGEMENT TEAMS
Platform stats
Aidentified
in numbers
300M+
Consumer + Professional profiles
100%
Fill rate on wealth & income ranges
16B+
First-degree connections mapped
01
A clear map of your network
See exactly who in your existing network can introduce you to high-value prospects. Every connection comes with a relationship strength score.
02
16 wealth triggers
Get alerted when prospects experience major financial events — SEC filings, property sales, liquidity events, and career changes.
03
The full household picture
Go beyond individual profiles. See property ownership, family composition, spouse employment, and wealth indicators for the entire household.
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.
