AI Tool for financial advisors
The AI tool for financial advisors who want warmer paths to HNW prospects
Aidentified maps billions of connections and surfaces 16 wealth events so you know who to call, how to reach them, and exactly when to pick up the phone.
TRUSTED BY 650+ FINANCIAL ADVISORS AND WEALTH MANAGEMENT TEAMS
Platform stats
Aidentified in numbers
- 300M+ Consumer + Professional profiles
- 100% Fill rate on wealth & income ranges
- 16B+ First-degree connections mapped
ARE YOU STUCK IN THE PAST?
Cold outreach stopped working years ago
Researching a prospect manually before a call takes hours, and you still can't tell if it's the right moment to reach out.
That's what Aidentified is for.
SOC 2 Type 2 CODiE Award FactSet-Backed WealthTech100
Features
What Aidentified can do
RELATIONSHIP MAPPING
Find the warm path to every prospect
Map your network across 16B+ connections to surface the shortest introduction path to any prospect.
WEALTH INTELLIGENCE
AI monitors the signals you don't have time to track
Machine learning detects career moves, liquidity events, and property transactions when they happen.
COMPLETE HOUSEHOLD CONTEXT
Get a full picture of the financial moment
In your prospect’s profile view, you’ll see up to 200 personal and professional data points from the household.
Want to see which potential clients Aidentified can find in your network?
Find them in minutes with Aidentified.
AI for Financial Advisors FAQs
How do financial advisors use Aidentified to find warm introductions?
Once you find a prospect in Aidentified, the platform maps your network to find mutual connections. It surfaces the people in your network who have the strongest relationship with that person, whether through shared employers, boards, schools, or personal connections. You can then reach out to that mutual connection directly with the context you need to ask for an introduction. Most users find 50 or more warm introduction paths they weren't aware of.
What is relationship mapping in the context of financial prospecting?
Relationship mapping is the process of analyzing your existing network to find the shortest introduction path between you and a potential client. Instead of reaching out cold, you reach out through someone who already knows both of you. Aidentified's AI maps your connections across 16 billion first-degree relationships to surface those paths automatically, ranked by relationship strength. This way, you always know who to ask for an introduction and why that introduction is likely to land.
Where does Aidentified's data come from?
Aidentified’s 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.
Is Aidentified built specifically for financial advisors or is it a generic sales tool?
Aidentified was built specifically for financial services professionals. The data, the filters, the wealth events, and the relationship mapping are all designed around the way financial advisors prospect, not repurposed from a B2B sales tool. Aidentified is used by financial advisors, wealth managers, and other professionals who need to identify high-value prospects and reach them through warm introductions.
How is Aidentified different from LinkedIn Sales Navigator?
LinkedIn Sales Navigator gives you professional contact data and basic relationship connections. Aidentified combines that same professional layer with household-level consumer data, estimated wealth ranges, and monitoring of key wealth events. With all that data together, you get a prospect profile that goes well beyond a job title and a work email, and a relationship map that includes both professional and personal connections.