Starter Plan

Insights that power organic growth

for $49/month

Flexible access to industry-leading relationship mapping and money-in-motion alerts with the Aidentified Starter Plan.

Start free trial

TRUSTED BY TOP FINANCIAL SERVICES TEAMS

Grow your business with

data insights and intent signals for $49/ month.

Aidentified provides relationship mapping and wealth insights at scale. Turn data about your prospects, clients, and connections into powerful insights with Wealth Network Intelligence™️. Find real world connections to boost referrals. And transform intent data into actions with proprietary Wealth Triggers.

Subscription Plans

Tailored plans and features based on your budget and needs.

Starter

$49

per user/month

125 monthly credits

100 saved searches

75K import records

50 import files

16 wealth triggers

News Mention, Company Change, Job Title Change, Investment Received, Company Acquired, Unicorn Status Achieved, IPO, SPAC, IPO Filing, Insider Stock Sales, Insider Stock Grants, Insider Stock Purchase, Property Listings, Property Sale, Property Purchase, Potential Wealth Transfer

Locations & Properties Information

Wealth & Income Information

Premium

Popular

$199

per user/month

5,000 yearly credits

100 saved searches

75K import records

50 import files

16 wealth triggers

News Mention, Company Change, Job Title Change, Investment Received, Company Acquired, Unicorn Status Achieved, IPO, SPAC, IPO Filing, Insider Stock Sales, Insider Stock Grants, Insider Stock Purchase, Property Listings, Property Sale, Property Purchase, Potential Wealth Transfer

Locations & Properties Information

Wealth & Income Information

1 free CRM integration

Enterprise

Custom

per user/month

Volume-based data enrichment

Unlimited saved searches

Unlimited import records

Unlimited import files

16 wealth triggers

News Mention, Company Change, Job Title Change, Investment Received, Company Acquired, Unicorn Status Achieved, IPO, SPAC, IPO Filing, Insider Stock Sales, Insider Stock Grants, Insider Stock Purchase, Property Listings, Property Sale, Property Purchase, Potential Wealth Transfer

Locations & Properties Information

Wealth & Income Information

Standard integrations included

SSO

Dedicated onboarding

Expedited support

Unlock hidden connections.

Dive deeper into your network and grow your referral business.

Use Aidentified’s AI Mapped Connections^™ to reveal hidden connections in your networks.
See connections by Relationship Strength and Relationship Path that help you connect the dots for a winning referral strategy.
Pivot to powerful new searches by uncovering the breadth of your network’s connections.

powered insights.

Leverage AI to reveal opportunities you never knew existed.

Get more leads and better outcomes by tracking meaningful Wealth Trigger events.
Monitor key wealth events and trigger values, plus automatic alerts for when they happen.
Track and monitor 16 triggers including job and company changes, IPOs, insider stock transactions, and property listings.

Achieve data-driven success.

Prospect smarter, connect faster, and win bigger with our tailored solutions.

For every use case, get comprehensive prospecting insights that convert.
Say goodbye to stale lists. Say hello to hyper-targeted sales signals and monitoring.
Leverage top-tier B2C & B2B data to manage existing customers and stay proactive on wealth discussions.

See Why Finance Professionals Are Switching.

Discover how Aidentified accelerates growth for professionals of all industries.

Build for wealth prospecting

Category-breaking wealth prospecting.

Have it

Don't have it

Wealth-X

Catchlight

6Sense

Apollo

ZoomInfo

Professional Data

Company Data

Enhanced Consumer Data

Referral Opportunities

AI Mapped Connections™️

Individual Wealth & Income Data

Targeted Wealth Events Monitoring

Household Members Data

Properties & Ownership Data

Verified Contact Data

Stop guessing. Start connecting.

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

Schedule your demo

Success Stories
Real success stories from users who transformed their professional landscapes using Aidentified.

Name

Company

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Company 2

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Name 3

Company 3

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Company 4

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Company 5

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Our Solutions
From independent advisors to major institutions, our solutions cater to all your strategic networking needs.

For Individuals

Identify, engage, and convert faster than ever. Your next big client? Already in your network.

For Teams

Stop searching. Start closing. Enhance your business capabilities with comprehensive data analytics.

Insights & Resources

Gain an edge with the latest insights from the intersection of financial networking and AI technology.

Webinars

Case Studies

Industry Reports