Unlocking Wealth Transfer Insights with Vertitas Data Research

Over the next two decades, Baby Boomers are expected to pass down more than $84 trillion in assets. With this staggering transfer comes a massive shift in wealth management. Some research suggests 90% Millennial and Gen Z heirs look to move on from their family’s legacy advisor.

Our Potential Wealth Transfer Trigger surfaces likely money-in-motion events so advisors can navigate this transition with both insight and empathy.

One of the most critical inputs into this trigger is verified, up-to-date mortality data from Veritas Data Research. Their accuracy ensures we’re surfacing relevant insights so advisors can show up when it matters most. We are proud to partner with them on this important work.

Read more at veritasdataresearch.com.
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Veritas is pleased to support Aidentified and their leading wealth network intelligence platform, which is used by top financial institutions, wealth managers, and enterprise sales teams. Aidentified uses Veritas’s Fact of Death Mortality Index in two key ways: to ensure data quality and to power their Potential Wealth Transfer money-in-motion trigger:

📌 With over 250 million U.S. consumer profiles and 75 million U.S. professional profiles, Veritas’s up-to-date mortality data is essential for maintaining accuracy and preventing advisors from reaching out to deceased individuals.

📌 With Veritas’s mortality data, Aidentified has developed a proprietary “wealth trigger” that alerts advisors when a wealth transfer may be imminent. By combining timely mortality insights with Aidentified’s 360° profile view, relationship intelligence, and modeled wealth segments, Aidentified’s clients can identify those heirs likely to inherit assets.

The services Aidentified has built using Veritas’s mortality data provide a key opportunity for their advisors to retain or grow their business, while offering critical guidance to families in a time of need.