Relationship mapping: Use your network to grow
Aidentified matches the contacts you already have against 300M+ profiles and 16B+ first-degree connections, so you can see which names on your list you already have a path to.
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Stop asking for referrals. Start asking for introductions
"Do you know anyone who might need my help?" puts the work on your client, usually producing the first name that comes to mind.
With Aidentified, you'll see who in your network already knows the contact you're trying to reach, so you can lead with an introduction instead of a cold call.
Relationship mapping software
built for wealth management
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Import the network you already have
Import your existing contacts by CSV or CRM sync. Aidentified matches them to existing profiles to show who you know.
See the path and how strong it is
Each path shows how you’re connected: shared work, schools, boards, households or neighborhoods, with relationship strength based on recency, relevance and depth.
Get the full picture before you reach out
16 wealth event signals track money in motion, life updates, and career milestones. Wealth event monitoring tells you when someone on your list has a wealth event, so you know when to reach out.
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Two ways to work your network
Find who you know. Build a prospect list, then ask Aidentified who can introduce you. Aidentified narrows a long list to the names you already have a connection to, showing who to ask and the shared tie.
Open any client's network. Before a meeting, identify a client's connection and discover their wealth segment, relationship type or location. Bring three or four names to discuss instead of asking open-ended questions.
Relationship mapping from personal and professional connections
Standard CRMs and databases do not do network mapping. The ones that do usually map company data like org charts and reporting lines.
Aidentified builds warm introduction paths from personal and professional connections, so you expand your reach and deepen the relationships you already have.
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Four ways
to access your relationship mapping tool
In the web app
Search, list building and path mapping in one dashboard, with the profile attributes available as filters.
In your browser
The Sidecar Chrome extension shows Aidentified data while you browse LinkedIn and company websites.
Inside your own stack
Data-as-a-Service APIs, batch processing and custom data feeds deliver profiles and wealth events into your own systems.
Agentic access
Ask a question in plain language and get answers from Aidentified in your AI assistant.
Who it’s for
Independent advisors and small teams
Enterprise RIAs and their CIOs
See your own network mapped in a demo
Bring your existing contacts and a market you want to grow, and see the introduction paths and wealth events that come back beside the names.
"The best prospecting tool I've seen in my 30 years. Aidentified notified me of a client's $100M investment and now we're opening up more business."
Relationship mapping frequently asked questions
Yes. You don't need an established book of business to get value from Aidentified. The platform searches 300M+ consumer and 90M+ professional profiles, so you can identify and research prospects even if they're not in your existing network yet. Relationship mapping becomes more powerful as your network grows, but the prospecting and wealth events features work from day one regardless of where you are in building your practice.
Aidentified maintains a 100% fill rate on wealth and income ranges across all profiles in its database, which means that every profile includes a wealth estimate. Our income and wealth models are built using a proprietary set of signals drawn from hundreds of consumer and professional data sources, including factors such as career information, property ownership and values, geographic indicators, equity holdings, and other wealth-related attributes. Profiles are updated continuously as new data becomes available through Aidentified's six-layer verification process.
Yes. Aidentified integrates with Salesforce, HubSpot, Redtail, and Lofty. You can sync your existing contacts, enrich prospect profiles automatically, and receive wealth events alerts directly within the CRM you already use. Enterprise clients also have access to direct API integration for custom data pipelines.
FINNY predicts which prospects are most likely to convert based on their browsing behavior and assigns each one a score. Instead of scoring prospects, Aidentified builds a complete picture of who they are, what's changed in their financial life, and who in your network can introduce you. Where FINNY helps you decide who to call, Aidentified helps you understand who you're calling, when to reach out, and how to get there through a warm introduction.