Wealth Management and Financial Planning
Grow your business with wealth insights
Aidentified brings modeled wealth and income, wealth events and relationship paths into one platform for financial advisors and wealth managers, drawing on 300M+ profiles.
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Key features
Aidentified helps advisors deepen client relationships, find prospects, and grow through referrals.
Turn client milestones into timely conversations
Client circumstances and priorities can change between reviews. Aidentified’s wealth event monitoring flags company, property and career changes, with:
Wealth and income data
Household and career details
Alerts for saved lists
Identify prospects who match your Ideal Client Profile
Aidentified lets you search 300M+ consumer and professional profiles. Build lead lists that match your ICP, then monitor them for wealth events like IPOs, insider sales and acquisitions that signal money in motion.
Search by wealth range, employer, education and location
Monitor a lead list for new trigger events
16 wealth event types across liquidity, corporate, real estate, career and visibility signals.
See who in your network can introduce you
Aidentified maps 16B+ first-degree connections, including household, alumni, employment and board ties. See how you're connected to a contact, ranked by connection strength, so you can ask someone you know for an introduction.
Warm introduction paths for wealth managers
50+ relationship paths per user
800B+ second-degree connections
Why choose Aidentified?
Aidentified is the wealth intelligence platform for financial advisors, helping teams make better decisions across prospecting, client management and growth. Every profile is matched, standardized and verified, with continuously updated wealth and relationship data. Track 1M+ wealth events monthly and enrich your CRM with insights tailored to your workflow.
Transform your advisory practice
Book a demo and we'll show you how wealth events, wealth and income ranges and introduction paths support your prospecting and the work you do for existing clients.
"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."
Matriarch Wealth Management
Data intelligence 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.