
33 Bradford Street, Concord, MA 01742, United States
Relationship mapping and money-in-motion alerts for organic growth at scale
We’re building the future of wealth prospecting
Founded in 2017, Aidentified is the leading wealth networking intelligence platform used by top financial institutions, wealth managers, and enterprise sales teams. By integrating real-time consumer and professional data with AI-powered relationship mapping, our platform provides an actionable approach to high-value prospecting.
In today’s world of modeled portfolios and algorithm-driven allocations, it’s harder than ever for wealth managers and financial advisors to stand out based on performance alone. So how do top advisors differentiate themselves in order to retain and grow their clients? Through service and personalization. And behind both of those lies one key ingredient: better data.
At Aidentified our mission is to deliver that edge. By matching and modeling thousands of data points we have created a true 360-degree view of each individual in the US. We identify the unique relationships that each of those individuals have with our users. Whether it’s qualifying high-value prospects or delivering more relevant, timely service to existing clients, our insights deliver real results. And in this business, that matters.
Managing client relationships and expanding professional networks is everything. Whether you’re a professional or an entrepreneur, success hinges on efficiently. Aidentified offers seamless, user-friendly solutions that enable you to access comprehensive client insights and connect with potential leads effortlessly, ensuring you can focus on what you do best—advising and serving......
For teams across various industries, having detailed and accurate data about clients and prospects is crucial for making informed decisions and delivering personalized services. Aidentified offers an array of solutions that enrich sparse records into detailed profiles, giving your team the power to access a wealth of personal and professional......