The News Room

Designed for financial advisors and professionals who want a more flexible path to smarter organic growth, the new Aidentified Starter Plan is only $49/month. It brings together Aidentified’s premium data, AI-powered relationship mapping, and wealth intent signals all at a fraction of the cost compared to traditional prospecting solutions.

This free, interactive playbook introduces a smarter prospecting approach built for modern financial advisors. Specifically designed for RIAs, it shows you how to use real-time data, network intelligence, and automation to uncover your next best clients—faster and with more confidence.

A tactical discussion for independent financial advisors and RIA firm leaders looking to understand how data and new technology help win and retain clients in an increasingly competitive landscape.

A generational shift in wealth is underway, representing both a massive opportunity and a risk for advisors who aren’t adequately prepared.

For decades, wealth conversations have largely overlooked women, but that’s changing. Women are not only earning and inheriting more wealth than ever before, but they’re also shaping how wealth is built, invested, and used.

Women are set to inherit 70% of all wealth in the next 25 years. Along with increased earning potential, this wealth shift will reshape America's financial landscape. Learn why advisors can’t afford to overlook this shift and how Aidentified helps you connect with high-potential female prospects at the right moment.

Amid the buzz around productivity gains, automation, and competitive edge, it’s easy to overlook the core governance structures that quietly enable responsible AI adoption. But we can’t afford to forget them.

We’ve all had that unmistakable feeling when something just clicks — the "Aha!" moment. For our users, it comes when they see what Aidentified can do and when they realize just how much better our platform is compared to what they’ve been using.

Where wealth lives today is important, but it’s just part of the story. Here’s where it’s going next – and how to get there first.

Up-to-date mortality data from Veritas Data Research ensures we’re surfacing relevant insights so advisors can show up when it matters most.

These updates mark a major milestone in the company's evolution as it continues to scale in support of financial professionals and institutions nationwide.

For advisors and institutions, Millennial millionaires represent a rare combination of existing affluence and long-term growth potential — if you know where to look.

Explore how hotels enhance guest loyalty through technology, using AI to deliver personalized experiences and proactive engagement, in Stephen Marshall's article on Hospitality Today.

Explore the future of AI with Steve Marshall's insights on predictive analytics in the "AI Trends 2024" ebook, where he reveals how AI can anticipate consumer needs and drive business innovation.

Aidentified Inc. has been recognized in the WealthTech100 list for 2025, highlighting its innovative AI-driven approach to transforming relationship intelligence and client prospecting in financial services.

FactSet infusion aims to scale Aidentified's vision of improved client engagement and data-driven connections in the financial services industry.

Learn how AI-powered prospecting helps you find thousands of warm leads.

Your best clients can introduce you to your best prospects. Learn how in this instructional video.