AI WEALTH MANAGEMENT TOOL
An AI wealth management tool built for smarter HNW prospecting
Aidentified maps billions of connections and reveals up to 16 wealth events so you know who to reach, how to reach them, and exactly when.
TRUSTED BY 650+ FINANCIAL ADVISORS AND WEALTH MANAGEMENT TEAMS
Aidentified in numbers
- 300M+ Consumer + Professional profiles
- 100% Fill rate on wealth & income ranges
- 16B+ First-degree connections mapped
PROSPECT SMARTER WITH AI
Most AI tools weren’t built with the data wealth managers need to start meaningful conversations. 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.
Features
WEALTH EVENT MONITORING
Know when a prospect is ready to talk. Aidentified surfaces 16 wealth events, including job changes, liquidity events, and property transactions. Your outreach is timed to what’s happening in their financial life, not just your calendar.
RELATIONSHIP INTELLIGENCE
Find a warm path to every prospect on your list. Map your network across billions of connections to find who can introduce you to every prospect. Introduction paths are ranked by relationship strength.
HOUSEHOLD-LEVEL CONTEXT
Enter every conversation with the full financial picture. Each prospect profile includes estimated wealth range, household composition, and up to 200 data points.
Unlock the power of your network with Aidentified’s AI for wealth management.
Discover how Aidentified helps advisors find HNW prospects and warm introductions.
AI Wealth Management Tool FAQS
How is Aidentified different from other AI tools for wealth management?
Most AI tools for wealth management focus on portfolio analytics or client reporting. Aidentified is built specifically for prospecting. It reveals 16 real-time wealth events, maps your existing network to surface warm introduction paths, and provides household-level context that generic sales platforms don’t have.
What wealth events does Aidentified reveal?
Aidentified reveals 16 wealth events including job changes, executive appointments, liquidity events, property transactions, and business ownership changes.
How does Aidentified help wealth managers find warm introductions?
Once you find a prospect in Aidentified, the platform maps your existing network across 16 billion first-degree connections to surface the shortest introduction path.
Is Aidentified built specifically for wealth management or is it a general sales tool?
Aidentified was built specifically for financial services professionals. The wealth event categories, data filters, and relationship mapping are designed for wealth managers and financial advisors.
Why do financial advisors need lead generation software?
An AI wealth management tool is software that uses artificial intelligence to help wealth managers and financial advisors find, research, and connect with high-net-worth prospects.