LEAD GENERATION FOR RIAS

The lead generation tool that helps RIAs grow their business

Aidentified combines wealth data, household intelligence, and wealth events monitoring that generic sales tools don't have.
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Screenshot of the Aidentified dashboard showing wealth trigger statistics, summary metrics, and a list of new wealth trigger events with contact cards.
TRUSTED BY 650+ WEALTH MANAGEMENT TEAMS AND RIAs
Platform stats

Aidentified provides you with

50+
Introduction paths found per user on average
200
Data points per prospect profile
1M+
Wealth events monitored every month
A silhouetted person holds a tablet displaying a document with text and an image of a building, set against a vivid red background.
WHY TRADITIONAL OUTREACH FALLS SHORT

Most RIAs rely on CRMs full of contacts, a few referrals,
and timing they can’t control.

Knowing when to reach out, and who can introduce you, is what turns a name on a list into a real opportunity.
That's what Aidentified is for.
SOC 2 Type 2
CODiE Award
FactSet-Backed
WealthTech100
TAILORED FOR ADVISORS

What makes Aidentified
ideal for RIAs

EXCLUSIVE WEALTH DATA
Wealth data that generic tools don't have
Estimated wealth ranges, household composition, and real estate activity across 300M+ profiles. The kind of data that used to require an enterprise contract.
Aidentified's relationship mapping feature showing AI-mapped network connections to find the warm path to any prospect.
REAL-TIME OPPORTUNITY ALERTS
Alerts that tell you when to act
You'll know about job changes, liquidity events, and property transactions as soon as they happen.
Wealth intelligence dashboard showing AI-monitored signals including company acquisitions, job title changes, and wealth transfer events.
RELATIONSHIP-BASED INTRODUCTIONS
Introduction paths, not cold emails
Map your network across 16B+ unique connections to find who can introduce you to every prospect on your list.
Household context profile view displaying estimated property value, wealth segment, inferred income, and network statistics.
Integrates with the CRM you already work with:

Reveal the power of your network with Aidentified’s industry-leading AI.

Discover how Aidentified can transform your specialty services business. Contact us today for a personalized consultation and demo.

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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.
Author's avatar
Ric L.
Schwab Personal Choice Retirement Account (PCRA) Advisor
Five stars rating by the author

Lead Generation
for RIAs FAQs

If you have any more questions, don’t hesitate to contact us.
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Book a demo
How does Aidentified handle data accuracy and profile updates?
+

Aidentified's data is built from a multi-layer verification process that combines consumer and professional sources, including LexisNexis for identity and attribute verification and FactSet for professional financial data. Profiles are updated continuously as new data becomes available, and wealth events are monitored as soon as they happen across over a million events per month. The platform maintains a 100% fill rate on wealth and income ranges, meaning every profile includes a wealth estimate rather than leaving that field blank when data is harder to find.

Can Aidentified help me find prospects in a specific geography or niche market?
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Yes. Aidentified's search filters include geography at the city, state, and region level, as well as industry, employer, career stage, wealth range, and over 200 additional attributes. If you work with a specific niche, such as tech executives, or business owners in a particular market, you can build your list using filters to specify what you’re looking for. The platform will surface qualified prospects for your specific target.

How is Aidentified different from LinkedIn Sales Navigator for RIAs?
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LinkedIn Sales Navigator gives you professional contact data and basic relationships within the LinkedIn network. For a financial advisor, that means job titles, company information, and mutual connections. Aidentified goes further in two ways that are relevant for wealth management: first, it adds a consumer data layer that includes estimated wealth ranges, household composition, real estate activity, and family connections that LinkedIn does not have. Second, it tracks key circumstances like liquidity events, property transactions, and career changes across 300M+ profiles, not just the subset of people who are active on LinkedIn.

Is Aidentified built specifically for RIAs or does it work for any financial advisor?
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Aidentified was created for financial services professionals broadly, but the platform is particularly well suited for RIAs and wealth managers who need more than contact information to prospect effectively. The data, filters, and relationship mapping are designed around how advisors typically grow their book of business. Independent RIAs, advisory teams at larger firms, and wealth management professionals across a range of firm sizes use Aidentified to find, research, and reach the right clients.