PROSPECTING TOOL FOR FINANCIAL ADVISORS
A smarter prospecting tool for high-value clients
Search across 300M+ profiles with wealth estimates including modeled wealth segments, household data, and money-in-motion alerts built in.
TRUSTED BY 650+ FINANCIAL ADVISORS AND WEALTH MANAGEMENT TEAMS
Platform stats
With Aidentified you get
- 100% Fill rate on wealth & income ranges
- 200 Data points per prospect profile
- 1M+ wealth events tracked monthly
Rethink how you start conversations
A name, title, and work email aren’t enough to start a meaningful conversation.
Knowing what’s changed in a prospect’s financial life, and whether now is the right time to reach out, is what makes it relevant. That's what Aidentified is for.
How it works
CLIENT DISCOVERY
Define your ideal client profile. Start with your best existing clients and find more people like them. Filter by wealth range, career stage, industry, geography, and 200+ attributes.
SIGNAL MONITORING
Know when the moment is right. Get alerted when something changes in their financial life, liquidity events, job changes, or property transactions. Your outreach is timed to what’s happening in their life, not just your calendar.
CONVERSATION INTELLIGENCE
Enter the conversation with context. See their estimated wealth, recent financial events, and who in your network can introduce you before you reach out, so every conversation starts informed, not cold.
Reveal the power of your network with Aidentified’s industry-leading AI.
Discover how Aidentified can transform your business. Contact us today for a personalized consultation and demo.
Prospecting Tool for Financial Advisor FAQs
Can I use Aidentified if I already have a CRM with existing client and prospect data?
Yes. Aidentified integrates with Salesforce, HubSpot, Redtail, Lofty, Wealthbox and more. You can enrich the contacts already in your CRM with Aidentified's wealth data, household context, and financial event alerts, which means you don't have to choose between your existing workflow and the data Aidentified provides. If a prospect is already in your CRM, Aidentified can surface what's changed in their financial life since you last spoke, which is often the most valuable information when deciding whether to re-engage.
How does household-level data help with financial advisor prospecting?
A prospect's financial picture rarely starts and ends with their own income and job title. Household-level data gives you visibility into the people around them: a spouse's employer, a family member's recent liquidity event, or a change in the household's real estate holdings. For a financial advisor, that context often matters as much as the prospect's own profile. It tells you whether you're looking at a household with concentrated wealth, a family navigating a transition, or someone who may be making financial decisions alongside a partner whose situation you also need to understand.
What kind of data does Aidentified include for each prospect?
Each profile can include estimated ranges for wealth and income, as well as real estate activity, household composition including family members and their professional backgrounds, career and employment history, liquidity events, and professional network connections. Profiles can contain up to 200 data points, depending on available information.
How is Aidentified different from LinkedIn Sales Navigator for financial advisors?
LinkedIn Sales Navigator gives professional contact data, job titles, company information, and connections within the LinkedIn network. What it doesn't have is the consumer data that makes prospecting in wealth management different from prospecting in general enterprise sales. Aidentified adds estimated wealth ranges, household composition, real estate activity, and family connections that LinkedIn doesn't have the capability to surface. It also tracks financial events like liquidity situations, property transactions, and career changes across more than 300 million profiles, a wider set of people than those who maintain an active LinkedIn presence. The practical difference is that when you find a prospect in Aidentified, you already know enough about their financial life to have a better conversation with them.