News
The Aidentified Starter Plan: Relationship intelligence and wealth insights, optimized for flexibility
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.
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Webinar
Webinar: Data-Driven Strategies for Client Prospecting and Retention
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.
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Insight
Women’s Wealth and the U.S. Economy
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.
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