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Wealth Network Intelligence™

Prospecting and sales intelligence · by Aidentified

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

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What it does

Unified platform providing relationship intelligence at scale with 16 money-in-motion wealth triggers and household-level profiles. AI-powered insights for prospect search, relationship mapping, and client engagement.

  • Prospecting and lead generation
  • Relationship intelligence and referral mapping
  • Wealth event trigger monitoring
  • Data enrichment and CRM integration
  • Audience building and targeting
Category
Prospecting and sales intelligence
Built for
Financial services and insurance
Users
Wealth managers and financial advisors, Insurance companies and brokers, Corporate finance and real estate professionals, Investment banking and venture capital firms and 1 more
Public API
Not offered

Not yet disclosed: deployment options, platforms, languages and support channels.

Pricing

  • Starter$49/user/month
  • Premium$199/user/month

Free plan and Free trial.

Prices as published by Aidentified, checked Oct 2026.

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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