For Individuals

Maximize your potential.

Easily unlock the power of your network and accelerate your performance with our intuitive solutions.

Managing client relationships and expanding professional networks is everything. Whether you’re a professional or an entrepreneur, success hinges on efficiently. Aidentified offers seamless, user-friendly solutions that enable you to access comprehensive client insights and connect with potential leads effortlessly, ensuring you can focus on what you do best—advising and serving your clients.

Key Features

Intuitive Data Access

Simplify the complex.

Whether through our Sidecar Chrome extension, user-friendly web application, or integrated Data-as-a-Service offerings, our platforms enable you to access the data you need in a format that suits your workflow.

Effortless integration into daily tasks.

No steep learning curve—start enhancing your network right away.

Consistent and reliable data access on any device.

Network Growth Tools

Expand your client base.

Leverage Aidentified’s advanced networking technology to identify key individuals who can expand your client base and influence. Our tools help you uncover the most effective paths to connect with prospects and industry peers.

Strategic relationship building made simple.

Discover and engage with new clients and referral sources.

Strengthen your professional reputation and presence.

Industries

Aidentified empowers firms with prioprietary data and insights

Wealth Management

Financial Advisors

Wealth Management

Portfolio Managers

Wealth Management

Insurance Brokers

Wealth Management

Business Solutions

Why choose Aidentified?

With Aidentified, enhance your professional capabilities without the complexity typically associated with advanced data tools. Our solutions are designed to integrate seamlessly into your day-to-day operations, helping you grow your network and improve your performance with minimal effort.

Link to Aidentified Page

"Aidentified has been the most efficient in surfacing prospects based on their money in motion and making it easy to hyper-target based on companies and alumni. Cold outreach is a thing of the past."

Stephen Santangelo, CFA, CAIA

Founder & President

Matriarch Wealth Management

Stop guessing. Start connecting.

Ready to take your prospecting to the next level?
In less than three minutes you can reveal your next client.

Request Demo

Find more, better prospects.

Key Features

Simplify the complex.

Expand your client base.

Stop guessing. Start connecting.