Wealth events signal when it’s time to reach out
Aidentified tracks 16 wealth events across 300M+ profiles so you're always up to speed on the moments that matter to your clients and prospects.
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The update your client never mentioned
Your client makes a major financial move, but you don't find out until your next meeting. You miss the window to reach out at the right moment and come prepared with updates to their financial plan.
A CRM is a static snapshot of the past.
Wealth events tell you what changed in the lives of your clients and prospects, so the record is not the last thing you heard.
See the money-in-motion
behind every contact
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Identify the wealth event
Get alerts on life events, career milestones, property, and modeled wealth and income changes. You're in control and decide whether or not to reach out.
Act while it’s still fresh
Profiles and insights update continuously as new data arrives from SEC filings, property records, company data and consumer and professional data sources. The alert reaches you as soon as the change happens.
Leverage your network
Wealth event monitoring tells you when to make contact, and the profile insights tell you what the change means for the household. Relationship mapping runs alongside it and shows which connections can make an introduction.
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How advisors use Wealth Events
Monitor a lead list. Build a lead list, then watch it for wealth events. Aidentified alerts you when someone on the list has one, and names what changed, so your outreach starts from a recent financial event.
Deepen client relationships. Monitor your existing contacts the same way. When a client sells a property or retires, you get the intel as it happens and can reach out with the right message.
Event data grounded in the whole household
An Aidentified profile carries the household behind the person, so a company change sits beside the family's property and their modeled wealth and income.
That is what separates an event worth a call from an event worth noting. Aidentified tracks all 16 event types across 300M+ consumer and professional profiles, holds a wealth estimate on every record, and maps 16B+ first-degree connections behind the people you already know.
Your advisors still run the outreach.
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Four ways
to access Aidentified
In the web app
Search, list building, saved monitors and the full profile behind every event.
In your browser
The Sidecar Chrome extension shows Aidentified data while you browse LinkedIn and company websites.
Inside your own stack
Data-as-a-Service APIs, batch processing and custom data feeds deliver profiles and wealth events into your own systems.
Agentic access
Ask a question in plain language and get answers from Aidentified in your AI assistant.
Wealth Event signals for financial advisors
Independent advisors and small teams
Enterprise RIAs and their CIOs
Uncover your contacts’ wealth events
Bring your client list and a market you want to grow in. Aidentified runs both against the past year of wealth events and shows you which conversations you missed and which ones are open right now.
"The best prospecting tool I've seen in my 30 years. Aidentified notified me of a client's $100M investment and now we're opening up more business."
Wealth events frequently asked questions
Yes. You don't need an established book of business to get value from Aidentified. The platform searches 300M+ consumer and 90M+ professional profiles, so you can identify and research prospects even if they're not in your existing network yet. Relationship mapping becomes more powerful as your network grows, but the prospecting and wealth events features work from day one regardless of where you are in building your practice.
Aidentified maintains a 100% fill rate on wealth and income ranges across all profiles in its database, which means that every profile includes a wealth estimate. Our income and wealth models are built using a proprietary set of signals drawn from hundreds of consumer and professional data sources, including factors such as career information, property ownership and values, geographic indicators, equity holdings, and other wealth-related attributes. Profiles are updated continuously as new data becomes available through Aidentified's six-layer verification process.
Yes. Aidentified integrates with Salesforce, HubSpot, Redtail, and Lofty. You can sync your existing contacts, enrich prospect profiles automatically, and receive wealth events alerts directly within the CRM you already use. Enterprise clients also have access to direct API integration for custom data pipelines.
FINNY predicts which prospects are most likely to convert based on their browsing behavior and assigns each one a score. Instead of scoring prospects, Aidentified builds a complete picture of who they are, what's changed in their financial life, and who in your network can introduce you. Where FINNY helps you decide who to call, Aidentified helps you understand who you're calling, when to reach out, and how to get there through a warm introduction.