The Prospecting Platform Built for
Wealth Managers and Financial Advisors

Search 300M+ profiles, see who in your network can introduce you,
and get alerted when a wealth event signals the right moment to reach out.

TRUSTED BY LEADING ADVISORS AND WEALTH MANAGEMENT FIRMS

The intelligence behind every prospect search, introduction path, and money-in-motion alert.

Aidentified maps and monitors 300M+ profiles continuously, cross-referencing consumer and professional signals to build a complete picture of every prospect that no single data source could produce alone.

Data intelligence designed for
growth

Every profile pulls from hundreds of consumer and professional data sources, verified through a multi-layered validation process.

Career history, property ownership, equity holdings, geographic indicators, and wealth estimates are continuously updated as new information becomes available.

See every relationship path
between you and any prospect

Aidentified's Wealth Network Intelligence maps your existing connections against 300M+ profiles to identify who in your network can make an introduction to any prospect on your list.

We process more than 16 billion connections, showing you how the connection is forged and how strong it is.

Spot key life events for any
prospect or client

Aidentified monitors 16 wealth events across your prospect list and alerts you when one of these happens:

1. Potential wealth transfer
2. Insider stock purchase
3. Company acquired
4. Investment received5. Unicorn status achieved
6. Company change
7. Job Title Change
8. News Mention
9. IPO filing
10. Insider Stock Grants
11. Insider Stock Sales
12. SPAC
13. Property Purchase
14. Property Sale
15. Property Listing
16. IPO

Our Solutions

For Individuals

Full access to 300M+ profiles, relationship mapping, and wealth event alerts. For advisors who manage their own prospecting.
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For Teams

The same insights at firm scale, with shared network connections and team-level alerts. We integrate directly into your existing workflows.
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Insights & Resources

Prospecting strategies, client stories, and industry research on financial networking and AI technology.
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Webinars
Case Studies
Industry Reports