A reliable way to find warm leads as a financial advisor
Aidentified maps your existing network across 16B+ connections to show you the shortest introduction path to every prospect on your list, and alerts you when the moment to reach out is right.
Aidentified in numbers
- 50+ Warm introduction paths per user
- 200 Data points per prospect profile
- 1M+ Wealth events tracked monthly
Why referrals alone aren’t enough
You can’t rely on client referrals every month, and finding a warm path beyond your network takes hours.
Finding the right connections at the right time, without relying on chance, is what turns sporadic referrals into a predictable growth channel.
How it works
Know when to reach out
Aidentified monitors millions of financial events every day: job changes, liquidity events, property transactions, and other signals that indicate when a prospect's financial situation has shifted.
Find a warm introduction
Upload your contacts and Aidentified shows you the people in your existing network who can open the door to every prospect on your list. The introduction path is visible and easy to follow.
Understand the full context
Get a full picture of who your prospect is before you reach out. You'll know the prospect's estimated wealth range, household situation, and recent financial activity. Enough context to make the first conversation feel like a second one.
Warm Leads for Financial Advisors FAQs
Can I use Aidentified alongside my existing referral system?
Yes, and most users do. Aidentified doesn't replace referrals from clients. It extends your reach beyond the people your clients happen to think of.
How does Aidentified know when the timing is right to reach out?
Aidentified monitors financial events across 300M+ profiles continuously: job changes, liquidity events, property transactions, and other signals that typically indicate a shift in someone's financial situation. When a prospect experiences one of those events, you get an alert.
What's the difference between warm leads and referrals?
A referral comes from a client or contact who proactively suggests you to someone they know. Warm leads include anyone you can reach through a shared connection. Aidentified expands that by systematically mapping your entire network to find introduction paths to prospects.