Aidentified

An AI-powered wealth prospecting platform that merges household consumer data with professional data into unified profiles for financial advisors.

About Aidentified

An AI-powered wealth prospecting platform that merges household consumer data with professional data into unified profiles for financial advisors.

Products

  • Wealth Network Intelligence™

    Prospecting & Sales IntelligenceFrom $49/user/month

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    Unified platform providing relationship intelligence at scale with 16 money-in-motion wealth triggers and household-level profiles.

  • Data-as-a-Service (DaaS)

    Prospecting & Sales IntelligenceFree plan

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    Customized data delivery via Realtime API, Batch API, and custom-curated Data Feeds.

  • Sidecar Chrome Extension

    Prospecting & Sales IntelligenceFrom $49/user/month

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    Chrome extension providing real-time data insights while browsing online, integrated with Aidentified's enriched data platform.

Security and compliance

As reported by Aidentified. Ask for audit reports before you buy.

  • SOC 2 Type IICompliant
  • Password encryption (anonymized and encrypted)
  • Encrypted credit card storage via third-party payment processor (Aidentified does not store credit card information)

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