AI WEALTH MANAGEMENT TOOL

Wealth event monitoring that tells you when your prospect is ready to convert

Aidentified surfaces 16 wealth events in real time so you know the exact moment a prospect’s financial life has changed, and when it’s the right time to call.
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Screenshot of the Aidentified dashboard showing wealth trigger statistics, summary metrics, and a list of new wealth trigger events with contact cards.
TRUSTED BY TOP FINANCIAL SERVICES TEAMS
Platform stats

Aidentified
in numbers

300M+
Consumer + Professional profiles
100%
Fill rate on wealth & income ranges
16B+
First-degree connections mapped
A silhouetted person holds a tablet displaying a document with text and an image of a building, set against a vivid red background.
WHY MOST ADVISORS MISS THE MOMENT

Wealth event monitoring matters, but manual tracking doesn’t scale.

Knowing the moment a job change, liquidity event, or property transaction just happened is what turns a cold call into a well-timed conversation.
That's what Aidentified is for.
SOC 2 Type 2
CODiE Award
FactSet-Backed
WealthTech100
Features

What Aidentified
is capable of

EVENT DETECTION
Know the moment a wealth event happens
Aidentified monitors 16 wealth events including job changes, liquidity events, and property transactions across 300M+ professional profiles. You get alerted the moment something changes.
Aidentified's relationship mapping feature showing AI-mapped network connections to find the warm path to any prospect.
PROFILE CONTEXT
See why the event matters before you call
Every event is tied to a full prospect profile with estimated wealth range, household composition, and up to 200 data points, so you know what to say before you pick up the phone.
Wealth intelligence dashboard showing AI-monitored signals including company acquisitions, job title changes, and wealth transfer events.
WARM INTRODUCTIONS
Find who can get you in the door
Map your network across 16B+ connections to find who can introduce you to any prospect on your list. Every warm path is ranked by relationship strength.
Household context profile view displaying estimated property value, wealth segment, inferred income, and network statistics.
Integrates with the CRM you already work with:

See which wealth events are happening in your prospect list right now.

Aidentified surfaces 16 wealth events across 300M+ professional profiles in real time. Try it free or book a demo to see how it works.

Explore a demo
Schwab
I can continually contact the right person at the right company at the right time. I spend less time searching for the right person at the right company. And trying to figure out the best method to reach out. Aidentified has dramatically reduced my prospect research time each week.
Author's avatar
Ric L.
Schwab Personal Choice Retirement Account (PCRA) Advisor
Five stars rating by the author

Wealth Event Monitoring FAQs

If you have any more questions, don’t hesitate to contact us.
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Book a demo
What is wealth event monitoring for financial advisors?
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Wealth event monitoring is the automated tracking of financial life changes, job changes, liquidity events, property transactions, business ownership shifts, that signal a prospect may be ready to engage a financial advisor. Aidentified monitors 16 of these events in real time across 300M+ professional profiles, alerting advisors the moment a relevant change occurs.

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What types of wealth events does Aidentified monitor?
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Aidentified reveals 16 wealth events including executive job changes, new business formations, company exits, property purchases and sales, and major career transitions. Each event is tied to a full prospect profile so advisors have context before they reach out, not just a signal.

How does continuously updated wealth event monitoring improve outreach timing?
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Advisors who reach out shortly after a wealth event are far more likely to start a meaningful conversation. Aidentified surfaces these events the moment they occur, so instead of relying on a quarterly CRM review or a news alert, you’re notified when a prospect’s financial life has actually changed, and when it’s genuinely the right time to call.

How is Aidentified different from setting up Google Alerts for wealth events?
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Google Alerts only surface publicly indexed news, they miss the majority of wealth events that appear in financial records, property data, and professional databases. Aidentified monitors hundreds of data sources simultaneously, filters for events that actually indicate financial change, and ties each alert to a full prospect profile with estimated wealth range and an introduction path through your network.

Can I monitor wealth events for prospects who are not in my CRM?
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Yes. Aidentified lets you build and monitor a prospect list from scratch using filters like wealth range, industry, geography, career stage, and up to 200+ attributes, even if those people have never been in your CRM. Wealth event alerts are available for any profile in the platform, not just your existing contacts.