Know your prospect's full financial picture before you make the call

Yes. Aidentified integrates with Salesforce, HubSpot, Redtail, Lofty, Wealthbox and more. You can enrich the contacts already in your CRM with Aidentified's wealth data, household context, and financial event alerts, which means you don't have to choose between your existing workflow and the data Aidentified provides. If a prospect is already in your CRM, Aidentified can surface what's changed in their financial life since you last spoke, which is often the most valuable information when deciding whether to re-engage.

A prospect's financial picture rarely starts and ends with their own income and job title. Household-level data gives you visibility into the people around them: a spouse's employer, a family member's recent liquidity event, or a change in the household's real estate holdings. For a financial advisor, that context often matters as much as the prospect's own profile. It tells you whether you're looking at a household with concentrated wealth, a family navigating a transition, or someone who may be making financial decisions alongside a partner whose situation you also need to understand.

Each profile includes estimated ranges for their wealth and income, as well as real estate activity, household composition including family members and their professional backgrounds, career and employment history, liquidity events, and professional network connections. That adds up to 200 data points per profile. The data is sourced from a multi-layer verification process that combines consumer and professional sources.

To a financial advisor, LinkedIn Sales Navigator gives professional contact data, job titles, company information, and connections within the LinkedIn network. What it doesn't have is the consumer data that makes prospecting in wealth management different from prospecting in general enterprise sales. Aidentified adds estimated wealth ranges, household composition, real estate activity, and family connections that LinkedIn doesn't have the capability to surface. It also tracks financial events like liquidity situations, property transactions, and career changes across more than 300 million profiles, a wider set of people than those who maintain an active LinkedIn presence. The practical difference is that when you find a prospect in Aidentified, you already know enough about their financial life to have a better conversation with them.