Platform Capabilities

For every use case, get comprehensive prospecting insights that convert.

Enrich every profile.

Get integrated consumer and professional insights to build richer, more actionable profiles. Ideal for CRMs, prospecting applications, and marketing platforms that need more than just basic contact info.

Power smarter workflows.

Bring enriched data directly into the your team's workflows. Sync prospecting tasks, engagement sequences, align opportunities, and more. Streamline your processes and improve your operational efficiency with prioritized outreach and actionable insights.

Access data seamlessly.

Get real-time search and matching on 200 data attributes and wealth event trigger alerts to enhance your own prospecting data stack, lead scoring, and engagement strategy.

Activate your wealth network.

Discover, connect, and engage with high-net-worth individuals.

"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."

Stephen Santangelo, CFA, CAIA
Founder & President, Matriarch Wealth Management

Guides & Resources